Commercial Banking Officer

Overview

Reports to: Regional Vice President by location

Functions Supervised: None

Primary Functions: Identify opportunities for business growth, assist with creation of marketing strategies based on those opportunities, build and maintain business to business and community relationships in order to meet and exceed loan referral and deposit goals.

• Promote BCS services to maintain and grow business member relationships through successful management of existing book of business, gaining new business members, and the overall portfolio growth of assigned region(s).
• Assist with BCS market plan within assigned region(s) to identify new opportunities, partnering with other lines of business to create mutually, successful referral opportunities.
• Partner with BCS lending sales teams to create contract-winning proposals for current and prospective business members.
• Be the point of contact for cash management referrals received from assigned branches as well provide training and support for the products.
• Build strong relationships within branch network and MSC for awareness of BCS products, services, and best practices for business member services.
• Lead BCS regional efforts to expand brand presence and promotional activities within community and within the branch network.
• Generate new leads as appropriate in assigned region(s) to ensure a robust pipeline of opportunities. Meet potential business members by growing, maintaining, and leveraging the network provided by the name brand and the Business and Commercial Lending sales team. Tracks member calls, referrals and sales activity, trends, and results.
• Act as a liaison with all current businesses, and merchants soliciting feedback, monitoring the quality of service being delivered and obtaining information on competing programs.
• Maintain thorough working knowledge of credit union and CUSO, products, services, pricing, and FOM requirements as they pertain to Business Development.
• Conduct annual relationship reviews on top business members.
• Meet or exceed the cross-sell goals that will be established for the job position.
• Track expenses and maintain the BCS marketing/business development assigned regional budget.
• Perform other duties as assigned.

Education: Bachelor's degree in Public Relations, Marketing, Business Administration, or related field.

Creditable Experience in Lieu of

Education:

Three years of business development, business to business sales, or direct marketing/sales experience

Experience/

Skills:

Excellent verbal and written communication skills, including facilitation of group presentations. Advanced knowledge of credit union services and benefits preferred. Innovation and problem-solving skills that include the ability to develop and propose equipment-based solutions for members. Must be self-motivated and willing to work evenings and weekends. Ability to travel to meet clients, attend conferences and research new markets as needed.

May be required to provide own transportation.

Tenure: Not Applicable

Commercial Banking Officer (Category 08)

Salary Pay Range: $79,989 - $132,798 annually. Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• to view Global’s comprehensive Benefits Programs

Equal Opportunity Employer