Business Development Officer Senior SBA
Performs business development activities in assigned sales territory. Supports City National Bank ("CNB") network of business units. Analyzes needs of prospects and provides information about Bank products and services that can enhance client's financial position specifically through government guaranteed products. Collaborates with CNB Colleagues with the closing of deals and the implementation of banking services. Interacts with Bank colleagues to discuss prospects / referrals and formulate sales strategies. Documents all calling activity and provides reports to management as necessary.
Performs external prospect development activities in assigned territory. Develops relationships with prospects to increase overall level of business done by office or region. Ability to review, structure, process and fulfill complex transactions. Calls on prospective clients within the framework of a business development program including identification of prospects, suitable method of contact and determination of their needs and appropriate products / services. Cultivates referral sources through contacts within the Bank and in the community through involvement in civic activities, philanthropic organizations and community sponsored programs to obtain new business prospects and referrals. Builds and develops prospects into clients; discusses and cross sells appropriate products / services specifically in Government Lending products. Achieves specific business development goals; establishes account information, tracks and documents sales activities and maintains call reports. Works with management to plan business development opportunities. Maintains limited personal contact with new clients and collaborates with relationship managers and other CNB Colleagues with the sales and implementation of banking services. Passes off prospects to Relationship Managers and CNB Colleagues after the deal is closed. Remains alert to clients' needs in order to make appropriate referrals to other departments as they arise. Interacts with Bank colleagues to discuss prospects / referrals and formulates sales strategies. Makes ongoing calls to develop referral sources and obtain new business development opportunities. Assists in training of CNB Colleagues with Small Business Administration ("SBA") and other Government Guaranteed products. Continues to raise awareness of SBA / Government Guaranteed products throughout the Bank.
It is the individual responsibility of every employee to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures. Complies fully with all bank risk management, operational and credit policies and procedures as well as all regulatory requirements (e.g., Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, City National Code of Conduct, etc.).
Required Qualifications :
Additional Qualifications :
Compensation : This is a commission-based role and does not have a set salary range.
Benefits and Perks : At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including :
Inclusion and Equal Opportunity Employment : City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
Senior Development Officer • Nashville, TN, US