Job Description

GENERAL RESPONSIBILITIES

The Business Development Officer is responsible for sourcing and
developing commercial banking prospects into new bank clients; Conducts
a daily regimen of prospecting activities targeting prospective
borrowers, brokers, builders, developers, business owners, CPA’s,
attorneys and financial planners pursuant to sales leads and referrals
intended to generate new commercial mortgages/loans and deposits for
Jeff Bank. Responsible for attaining established bank and branch goals
through active participation in management and officer calling
programs. Frequently participates in community affairs (specifically in
Orange County) to increase the Bank’s visibility and to enhance new and
existing business opportunities. Develop sales strategies and
maintains and expands referral sources.

ESSENTIAL DUTIES

1. Demonstrate core values and guiding principles as outlined
in the Bank's Mission, Vision and Value Statements of which
the following are illustrative:

a. Give exceptional customer service to both internal
and external customers by providing prompt, polite and
effective communication.

b. Participate as a member of the team.

c. Positively and proactively contribute to the Bank's
Strategic Plan.

d. Demonstrate support of Management.

2. Ensure that all activities and work functions adhere to
compliance requirements as are defined in company policies and
procedures as well as state/federal laws and regulations.

3. Work independently to develop and solicit new business from
present and prospective clients to increase revenue base and
overall profitability; including cross-selling products.

4. Make calls independently and work collaboratively with
lenders/branch officers on prospect calls, using internal and
external referral sources to assure service requirements are
met and new business opportunities are realized.

5. Meet sales responsibilities and goals. Spend time out of office
visiting prospective customers or attending networking events.

6. Gather and maintain prospect data.

7. Ensure that all sales and customer service reporting information
is provided on a timely basis. Is held accountable for effective
business development activities.

8. Submit complete loan applications, with all required signatures
and customary financial documentation enclosed.

9. Attend sales/marketing committee meetings regularly.

10. Maintain a good working knowledge base of commercial and other
company products and services, including loan policy and
documentation.

11. Work closely with credit officers when client situations arise and
collaborates with internal partners. Transition on-boarded
customers.

12. Work with credit analysts in reviewing existing credits,
communicate credit decisions to prospects and customers as
directed and offer terms and conditions for loans within
parameters of established bank rates and credit policies.

13. Work with branch and deposit operations to set up all required
depository accounts for customers of the bank.

14. Implement strategies to achieve goals.

15. Attend and implements training provided, directed, or facilitated
by management.

16. Attire/present self in an appropriate professional businesslike
manner.

17. Promote the Bank’s culture and mission with staff, customers and
prospects.

18. Cooperate with, participate in, and support the adherence to
all internal policies, procedures, and practices in support of
risk management and overall safety and soundness and the bank's
compliance with all regulatory requirements, e.g. Community
Reinvestment Act (CRA), Equal Credit Opportunity Act, etc.,
including but not limited to BSA and AML (awareness when
processing cash deposits, sale of monetary instruments, structured
deposits, and incoming and outgoing wires). Ensure that the
department and all personnel adhere to the same.

19. Communicate in an effective manner with the Branch Administrator,
other office managers and appropriate staff personnel in order to
integrate activities and achieve goals.

20. Provide periodic reports to the C-Suite and other groups as
required throughout the Bank.

ANCILLARY DUTIES

1. Perform other related duties as assigned or directed.

Salary Range
$67,800-$82,550
Job Grade - 15

JOB LOCATION

As assigned – Primarily Orange County Area

EQUIPMENT/MACHINES
1. Automobile 2. Telephone
3. PC 4. Printer
5. Computer keyboard 6. Computer
7. Fax

BASIC QUALIFICATIONS

Education/Training: Education beyond a high school diploma
or equivalent required; associate or bachelor degree preferred
and or a combination of specialized banking education and
training.

Skill(s): Excellent verbal and written communication,
sales and negotiation skills; self- motivated; extremely sociable,
and comfortable working in a high-intensity, ever-changing
environment. Demonstrates ability to work internally and externally
to manage and grow new relationships; demonstrates experience
coordinating and collaborating across the organization.

Experience: A minimum of four (4) years’ experience in the financial
services industry. Experience working in a Dodd-Frank regulatory
environment.

PI992f19975548-30492-35971240

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