BUSINESS DEVELOPMENT OFFICER - COMMERCIAL BANKING (PORTLAND, OR.)

Union Bank of California

 At Union Bank of California, our people are our greatest asset. We are one of the largest banks in California with a longstanding reputation for professional training and career development. In addition to investing in our employees, Union Bank has established a generous community reinvestment program that works to uplift communities and watch them grow. We invest in a diverse workforce as our employees come from many different backgrounds, bringing with them different experiences and perspectives.
 
Become part of a team where community, diversity, and exceptional service are part of everyone’s job. Invest in you!



 

 

Major Responsibilities: 

 

Responsible for new Business Development & Cross Sell  (80%)
Responsible for increasing market coverage and penetration in target market.  Proactively cross-sell referrals to other Performance Centers and close business. Provide face to face calls with targeted prospects. Network with referral sources. Telemarket in order to establish face to face meeting with cold and warm prospects' referral sources.  Responsible for internal follow-up on live prospects including packaging proposals as well as directing the sales process for all appropriate Bank products. Develop territory to uncover prospects not currently in database.
 
 
Responsible for client management & risk management (10%)
Adherence to credit policy, quality of credit underwriting, BSA/AML policy, quality of KYC documentation, and proper risk management.  Provide early detection of potential problems. Creative approach to problems.  Ensure customer retention and satisfaction.
 
Corporate Responsibility (10%)
Implementation of Division/Region's Strategic Plan.
100% Utilization and Accuracy of technology for Customer, Prospect and Credit MIS, including ESB, AFS, RACER, TOPS and UTS. Demonstrate leadership and management skills across Bank and in the community.
 


Ability to establish appointments with targeted bank prospects.
Expertise in referral source development.
Skilled at identifying credit and noncredit needs of a variety of companies in diverse industries.
Proficient in credit underwriting and structuring.
Ability to make presentations of solutions and handle objections both within the bank and in the field. 
Excellent oral and written communications skills."

 

10+ years commercial banking experience.  B.A., B.S. or equivalent work experience.

 Union Bank of California offers a competitive compensation and benefits package including a 401K plan. Pre-employment background screening is required for all positions. Union Bank of California is an equal opportunity employer.