Senior Business Banker

Reports to:
Business Banking Market Manager

The Sr. Business Banker delivers an exceptional client experience by managing transactions accurately and efficiently while building strong relationships. This role focuses on growing client portfolios through consultative sales, identifying new business opportunities, and deepening existing relationships. In the absence of the manager, this position ensures smooth and secure branch operations.

Schedule:

Monday – Friday, Work hours may vary based on operational needs and may include early mornings or extended hours as required.

Work Location:

Onsite or Remote Travel:
None

• Maintain and manage a pipeline to drive new-to-bank relationships and achieve sales goals
• Identify client needs and cross‑sell products and services across business lines
• Build trusted advisor relationships to increase client loyalty and wallet share
• Allocate ~50% of time to outbound sales (prospecting, meetings, community networking)
• Process client transactions (deposits, withdrawals, transfers, payments) accurately and efficiently
• Perform account servicing including opening accounts, maintenance, and follow‑ups
• Manage cash drawer, balance daily transactions, and process ATM and night drop activities
• Approve transactions within assigned authority limits
• Ensure compliance with BSA/AML, Regulation CC, and all regulatory requirements
• Prepare CTRs and suspicious activity reports as needed
• Support branch operations, including opening/closing procedures and security protocols
• Collaborate cross‑functionally to meet client needs and enhance service delivery

• Strong customer service and relationship‑building skills
• Knowledge of banking operations, compliance, and financial products
• Effective problem‑solving and decision‑making capabilities
• Ability to handle transactions with accuracy and attention to detail
• Proficiency with Microsoft Office (Word, Excel)
• Strong communication and interpersonal skills
• Goal‑oriented with a results‑driven mindset

• 2+ years of teller experience
• 3+ years of new accounts experience
• 1+ year of supervisory experience or formal leadership training
• Understanding of business client needs, financial strategies, and market trends
• Knowledge of account vesting and legal documentation

• Team Culture

$25 - $32 / hour + incentives + benefits

• Sedentary:
  Limited activity, no lifting, limited walking
• Moderate:
  Mostly standing, walking, bending, frequent lifting
• Light:
  Office work, some lifting, bending, stooping or kneeling, walking
• Arduous:
  Heavy lifting, bending, crawling, climbing

This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position.

Note:

The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.

Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.