Tri Counties Bank
Senior Business Banker I or II - San Francisco West Portal
Tri Counties Bank, San Francisco, California, United States, 94199
Senior Business Banker I or II – San Francisco West Portal
Tri Counties Bank invites applications for the Senior Business Banker I or II position located in San Francisco West Portal. The role focuses on building lasting relationships with small‑business clients, providing tailored financial solutions, and advancing the bank’s community‑banking mission.
Major Responsibilities
Reach out to the local business community and proactively develop business and community relationships; represent the bank at civic, industry, and community functions.
Engage in meaningful conversations with new and existing customers to discover their short‑ and long‑term goals, learning how to meet their financial needs.
Educate customers on ways to save money, increase revenue, or streamline banking through Tri Counties Bank services and products.
Recommend appropriate solutions and follow through to honor commitments, ensuring client objectives are met.
Develop a calling plan for each new business prospect in partnership with the strategic business‑development program.
Collaborate with the Branch Manager to design and execute promotional sales campaigns, cross‑sell plans, and tele‑consulting initiatives.
Model the One Team concept by coordinating joint calling efforts with business partners to acquire, expand, and retain client relationships.
Co‑coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development.
Other Responsibilities
Maintain accurate sales records and regularly review results with the Branch Manager; develop action plans to meet or exceed sales objectives.
Stay informed about competitive products, pricing, and market changes.
Maintain current knowledge of bank policies, procedures, and regulatory requirements, including BSA, GLBA, OFAC, and other relevant laws.
Assist team members with non‑primary duties and perform other workrelated assignments as needed.
Qualifications and Skills
High school diploma or GED.
Demonstrated sales and marketing experience with a record of excellent customer service and high performance.
Business‑to‑business sales or financial‑services sales experience.
Business financial analysis experience preferred.
Exceptional organizational, verbal, and written communication skills.
Ability to become a mortgage loan originator (MLO) registered in the Nationwide Mortgage Licensing System (NMLS).
For Senior Business Banker II: an additional 5 years of business‑to‑business sales or business‑banking experience, and 5 years of business‑lending experience, processing loans and lines up to $500,000.
Company Profile Established in 1975, Tri Counties Bank is a wholly‑owned subsidiary of TriCo Bancshares (NASDAQ: TCBK). With headquarters in Chico, CA and additional offices in Roseville, South San Francisco, and Bakersfield, the bank boasts nearly $10 billion in assets and over 75 locations throughout California. Tri Counties Bank offers advanced mobile and online banking and access to roughly 40,000 surcharge‑free ATMs nationwide. The bank’s commitment to local service, corporate philanthropy, community engagement, and employee volunteerism has earned recognition as a top workplace and bank. Tri Counties Bank is an affirmative‑action and equal‑opportunity employer.
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Major Responsibilities
Reach out to the local business community and proactively develop business and community relationships; represent the bank at civic, industry, and community functions.
Engage in meaningful conversations with new and existing customers to discover their short‑ and long‑term goals, learning how to meet their financial needs.
Educate customers on ways to save money, increase revenue, or streamline banking through Tri Counties Bank services and products.
Recommend appropriate solutions and follow through to honor commitments, ensuring client objectives are met.
Develop a calling plan for each new business prospect in partnership with the strategic business‑development program.
Collaborate with the Branch Manager to design and execute promotional sales campaigns, cross‑sell plans, and tele‑consulting initiatives.
Model the One Team concept by coordinating joint calling efforts with business partners to acquire, expand, and retain client relationships.
Co‑coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development.
Other Responsibilities
Maintain accurate sales records and regularly review results with the Branch Manager; develop action plans to meet or exceed sales objectives.
Stay informed about competitive products, pricing, and market changes.
Maintain current knowledge of bank policies, procedures, and regulatory requirements, including BSA, GLBA, OFAC, and other relevant laws.
Assist team members with non‑primary duties and perform other workrelated assignments as needed.
Qualifications and Skills
High school diploma or GED.
Demonstrated sales and marketing experience with a record of excellent customer service and high performance.
Business‑to‑business sales or financial‑services sales experience.
Business financial analysis experience preferred.
Exceptional organizational, verbal, and written communication skills.
Ability to become a mortgage loan originator (MLO) registered in the Nationwide Mortgage Licensing System (NMLS).
For Senior Business Banker II: an additional 5 years of business‑to‑business sales or business‑banking experience, and 5 years of business‑lending experience, processing loans and lines up to $500,000.
Company Profile Established in 1975, Tri Counties Bank is a wholly‑owned subsidiary of TriCo Bancshares (NASDAQ: TCBK). With headquarters in Chico, CA and additional offices in Roseville, South San Francisco, and Bakersfield, the bank boasts nearly $10 billion in assets and over 75 locations throughout California. Tri Counties Bank offers advanced mobile and online banking and access to roughly 40,000 surcharge‑free ATMs nationwide. The bank’s commitment to local service, corporate philanthropy, community engagement, and employee volunteerism has earned recognition as a top workplace and bank. Tri Counties Bank is an affirmative‑action and equal‑opportunity employer.
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