Community Relationship Officer - San Luis Obispo or Ventura
Bank of the Sierra, San Luis Obispo, California, us, 93403
Community Relationship Officer - San Luis Obispo or Ventura
JOB SUMMARY: The Community Relationship Officer will drive growth and visibility for BOTS. This individual will identify new business opportunities, foster relationships, coordinate and attend community events, and support deposit and lending activities with a focus on small business. The ideal candidate thrives in a relationship-driven environment, enjoys connecting with the community, and has a passion for helping others achieve their financial goals. ESSENTIAL DUTIES AND RESPONSIBILITIES • Identify and pursue new business opportunities, partnerships, and referral relationships. • Increase visibility for BOTS through community events, sponsorships, professional organizations, and networking activities. • Drive deposit growth and support lending initiatives by referring prospects to appropriate teams. • Reinforce superior customer service through their example and internal partnerships. • Coordinate local events, seminars, and luncheons for existing and potential clients. • Participate in community affairs, business, and service organizations, including public speaking, and be actively involved in educating the public about the Bank\'s products and services. • Track and report on business development activities and outcomes. • Participate with senior officers as requested. • Complete other duties as assigned. SUPERVISORY RESPONSIBILITIES: This position does not have any supervisory responsibilities. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Ability to establish and maintain effective working relationships with employees, supervisors, executives, and other departments. Ability to complete multiple, diverse tasks of differing priorities without close supervision. Ability to perform tasks and achieve results with a high degree of accuracy and precision. Excellent written and verbal communication skills, with a specific ability to translate complex financial information into an organized and presentable manner. Excellent administrative and organizational skills. Proficiency in the use and application of Microsoft Office (Excel, Word, and PowerPoint). Ability to work with specific data management software as required. Ability to read, analyze, and interpret financial reports and accounting and regulatory documents. Ability to respond to common inquiries from regulatory, accounting, and outside loan review agencies. Ability to effectively present information to top management both verbally and in writing. Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret a wide variety of technical instructions in mathematical form and deal with several abstract and concrete variables. EDUCATION AND/OR EXPERIENCE: A bachelor\'s degree (BA or BS) from an accredited four-year university, with a minimum of two college-level accounting courses, is preferred. A minimum of five years of related experience in underwriting business and real estate transactions. Must display a strong understanding of accounting principles and underwriting practices and be able to work independently and with a team. PHYSICAL DEMANDS: The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is usually very quiet. Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Qualifications
Education
Required
High School or better. Preferred
Bachelors or better. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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JOB SUMMARY: The Community Relationship Officer will drive growth and visibility for BOTS. This individual will identify new business opportunities, foster relationships, coordinate and attend community events, and support deposit and lending activities with a focus on small business. The ideal candidate thrives in a relationship-driven environment, enjoys connecting with the community, and has a passion for helping others achieve their financial goals. ESSENTIAL DUTIES AND RESPONSIBILITIES • Identify and pursue new business opportunities, partnerships, and referral relationships. • Increase visibility for BOTS through community events, sponsorships, professional organizations, and networking activities. • Drive deposit growth and support lending initiatives by referring prospects to appropriate teams. • Reinforce superior customer service through their example and internal partnerships. • Coordinate local events, seminars, and luncheons for existing and potential clients. • Participate in community affairs, business, and service organizations, including public speaking, and be actively involved in educating the public about the Bank\'s products and services. • Track and report on business development activities and outcomes. • Participate with senior officers as requested. • Complete other duties as assigned. SUPERVISORY RESPONSIBILITIES: This position does not have any supervisory responsibilities. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Ability to establish and maintain effective working relationships with employees, supervisors, executives, and other departments. Ability to complete multiple, diverse tasks of differing priorities without close supervision. Ability to perform tasks and achieve results with a high degree of accuracy and precision. Excellent written and verbal communication skills, with a specific ability to translate complex financial information into an organized and presentable manner. Excellent administrative and organizational skills. Proficiency in the use and application of Microsoft Office (Excel, Word, and PowerPoint). Ability to work with specific data management software as required. Ability to read, analyze, and interpret financial reports and accounting and regulatory documents. Ability to respond to common inquiries from regulatory, accounting, and outside loan review agencies. Ability to effectively present information to top management both verbally and in writing. Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret a wide variety of technical instructions in mathematical form and deal with several abstract and concrete variables. EDUCATION AND/OR EXPERIENCE: A bachelor\'s degree (BA or BS) from an accredited four-year university, with a minimum of two college-level accounting courses, is preferred. A minimum of five years of related experience in underwriting business and real estate transactions. Must display a strong understanding of accounting principles and underwriting practices and be able to work independently and with a team. PHYSICAL DEMANDS: The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is usually very quiet. Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Qualifications
Education
Required
High School or better. Preferred
Bachelors or better. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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