Business Banking Officer
Listed on 2026-02-28
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Finance & Banking
Banking & Finance -
Business
Banking & Finance
Overview
Job Description The Business Banking Officer is responsible for driving business and treasury growth by building relationships with both new and existing clients for D.L. Evans Bank. The officer develops and executes a marketing strategy focused on attracting and securing new clients. The officer actively promotes the bank’s range of treasury services—including business accounts and merchant services—to prospective and current customers.
The officer works closely with branch staff to ensure solutions are tailored to meet each client’s unique needs. A deep understanding of client objectives and assessment of their treasury strategies ensure alignment with goals. Frequent local travel within the designated market area is required. The officer also represents D.L. Evans Bank at community events, industry seminars, and trade conventions as necessary.
- High school diploma or GED required;
Bachelor's degree in marketing or business preferred - Intermediate experience in treasury management, sales and implementation
- Thorough knowledge of banking practices, principles, operations, policies, and procedures
- Strong interpersonal skills and the ability to work effectively with coworkers
- Proficient in using the Internet, email, and Microsoft Office applications
- Proactively engages in individual and joint business development activities, with a primary focus on expanding the bank’s treasury management client base
- Establishes new business relationships by identifying and targeting prospective clients for treasury management and merchant services
- Collaborates with loan officers, personal bankers, and branch managers to cross-sell treasury management solutions
- Meets with clients and prospects to assess their treasury and cash management needs, recommending tailored solutions
- Prepares and presents customized proposals addressing client-specific financial structures and objectives
- Documents all client interactions and sales activities in the 360 View software to monitor progress and ensure follow-up
- Develops and executes a strategic marketing plan to drive fee income and deposit growth through treasury management services
- Meets and works to achieve sales, referral, and profitability targets related to treasury management and related services
- Conducts ongoing market research to identify new business opportunities and maintain a competitive edge
- Develops internal and external referral sources through participation in bank events, community activities, seminars, and professional groups
- Provides product training, onboarding support, and ongoing service to new treasury management clients
- Monitors and manages risk for treasury management clients, including regulatory, operational, reputational, and credit risks
- Ensures treasury management and merchant service offerings comply with applicable state and federal regulations
- Reviews product offerings and client satisfaction, benchmarking competitors and recommending enhancements
- Acts as a resource and backup for business banking officers in other markets, supporting treasury management initiatives bankwide
- Builds and maintains strong professional relationships with clients and aligns treasury solutions with business goals
- Maintains high levels of client retention through effective communication and exceptional service
- Represents the bank in the community and upholds the professional reputation of D.L. Evans Bank
- Operates computer terminals to determine balances, process account activity, and resolve problems
D.L. Evans Bank is a community bank and has been since 1904. We provide premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment focused on teamwork and excellent customer service. We encourage dynamic, customer-driven individuals to apply.
Equal Opportunity Employer
: D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.
- Medical Insurance
- Dental Insurance
- Vision Insurance
- FSA
- 401(k)
- Employee Stock Ownership Plan
- Paid Vacation
- Sick Time
- Life Insurance
- Long-term Disability Insurance
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