Retail Business Specialist Job Listing at Valley Bank in Beverly Hills, CA (Job ID 24-355)

Description

The Retail Business Specialist will be responsible for developing and managing client accounts for the Retail Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at minimum risk.   Responsibilities include but are not limited to:

• Represents the bank in conducting active prospect and customer business development activities, (minimum 25% of time) designed to generate new loan, deposit, and related business for the line of business, while meeting the Bank's existing and business customers' needs.
• Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met through onsite visits and outbound calls.
• Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's) to generate appropriate business.
• Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.
• Maintains knowledge of the bank policies and guidelines for their business line.
• Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities, and programs.
• Provides training and mentorship to branches within division around business banking products services and initiatives. Serves as business banking champion throughout division.
• Perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.

• Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
• Handle other job duties as deemed necessary by supervisor.