Senior Business Banking Officer
West Coast Community Bank, San Jose, CA, United States
West Coast Community Bank is opening a new office in downtown San Jose! We’re looking to expand our team with experienced relationship bankers and lenders who bring deep local market knowledge and strong client relationships. If you value relationship banking and local decision-making backed by one of the nation's top-rated community banks, then we’d love to connect.
West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We operate full-service branches in Aptos, Capitola, Cupertino, King City, Monterey, Salinas, San Luis Obispo, Santa Cruz, Scotts Valley and Watsonville.
Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.
Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.
Our success is driven by our exceptional team — experienced, knowledgeable and focused on delivering results!
National, regional and local honors we’ve received include:
Newsweek – America’s Best Regional Banks and Credit Unions 2025
American Banker Magazine–Top 100 Best Performing Community Banks in the U.S., 10 years
Good Times –Readers’ Poll, Best Bank in Santa Cruz County, 13 years
Santa Cruz Sentinel–Readers’ Choice, Best Bank in Santa Cruz County, 10 years
Farm Bureau of Santa Cruz County and Agri-Culture – Al Smith Friend of Agriculture Award
Second Harvest Food Bank – Big Step and Platinum Awards for Holiday Food and Fund Drive
Santa Cruz Area Chamber of Commerce–Business of the Year 2025, 2021 and 2018
The Pajaronian –Best of the Pajaro Valley 2024 Readers’ Poll, Best Bank
The Press Banner –The Best of Scotts Valley 2024 Readers’ Poll, Best Local Bank
About The Role This is an on-site position at our upcoming San Jose location. Travel to client offices and other sites is required. The Business Banking Officer is primarily responsible for driving growth by identifying, prospecting and acquiring new commercial banking clients. Primary responsibility will be promoting banking products and services to generate new business to drive growth and help achieve the bank achieve goals. Success in this role will be driven by the ability to support new business development and foster long-term client relationships. This role is critical to achieving revenue targets and enhancing the Bank’s market presence.
Identify and pursue new business opportunities through calls, emails, networking,referrals, and other outreach activities.
Build and maintain strong relationships with clients to ensure high levels ofsatisfaction and retention.
Enhance business with existing client relationships.
Meet or exceed monthly, quarterly and annual sales targets as set by management.
Identify client needs and recommend appropriate banking solutions to maximize value for both the client and the Bank.
Collaborate with internal teams to cross-sell bank products and services where appropriate.
Participate in sales meetings, represent WCCB at networking and community events.
Frequently travel to attend meetings and events, to client offices and other sites as required.
Ensure all sales activities comply with regulatory requirements and internal policies. Maintain accurate records of client interactions and transactions.
Requirements
Bachelor’s degree in business, finance or a related field, or equivalent experience.
Strong communication, negotiation, and interpersonal skills.
Strong knowledge of commercial banking products and services.
Proven experience in sales, preferably in banking or financial services.
Proven ability to provide excellent client service.
Understanding of and experience in local markets with a solid base of contacts.
Key Qualities
Relationship-building skills.
Client-centric approach.
Problem-solving ability.
Adaptability and resilience.
Ethical and professional conduct.
Ability to develop referral sources and contacts to generate new business.
Medical, dental, and vision plans
Vacation, sick leave, paid Holidays
Employer paid life insurance
401(k) with employer matching
Ongoing training, professional development and career advancement opportunities
Physical Demands The physical demands described here are representative of those that must be met by a teammate 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 may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
Specific vision abilities required by this job include close vision requirements due to computer work.
Light to moderate lifting may be required.
Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
Travel between company locations as needed.
Work Environment The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
Ability to work in a confined area.
Ability to sit or stand at a computer terminal for an extended period.
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West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We operate full-service branches in Aptos, Capitola, Cupertino, King City, Monterey, Salinas, San Luis Obispo, Santa Cruz, Scotts Valley and Watsonville.
Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.
Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.
Our success is driven by our exceptional team — experienced, knowledgeable and focused on delivering results!
National, regional and local honors we’ve received include:
Newsweek – America’s Best Regional Banks and Credit Unions 2025
American Banker Magazine–Top 100 Best Performing Community Banks in the U.S., 10 years
Good Times –Readers’ Poll, Best Bank in Santa Cruz County, 13 years
Santa Cruz Sentinel–Readers’ Choice, Best Bank in Santa Cruz County, 10 years
Farm Bureau of Santa Cruz County and Agri-Culture – Al Smith Friend of Agriculture Award
Second Harvest Food Bank – Big Step and Platinum Awards for Holiday Food and Fund Drive
Santa Cruz Area Chamber of Commerce–Business of the Year 2025, 2021 and 2018
The Pajaronian –Best of the Pajaro Valley 2024 Readers’ Poll, Best Bank
The Press Banner –The Best of Scotts Valley 2024 Readers’ Poll, Best Local Bank
About The Role This is an on-site position at our upcoming San Jose location. Travel to client offices and other sites is required. The Business Banking Officer is primarily responsible for driving growth by identifying, prospecting and acquiring new commercial banking clients. Primary responsibility will be promoting banking products and services to generate new business to drive growth and help achieve the bank achieve goals. Success in this role will be driven by the ability to support new business development and foster long-term client relationships. This role is critical to achieving revenue targets and enhancing the Bank’s market presence.
Identify and pursue new business opportunities through calls, emails, networking,referrals, and other outreach activities.
Build and maintain strong relationships with clients to ensure high levels ofsatisfaction and retention.
Enhance business with existing client relationships.
Meet or exceed monthly, quarterly and annual sales targets as set by management.
Identify client needs and recommend appropriate banking solutions to maximize value for both the client and the Bank.
Collaborate with internal teams to cross-sell bank products and services where appropriate.
Participate in sales meetings, represent WCCB at networking and community events.
Frequently travel to attend meetings and events, to client offices and other sites as required.
Ensure all sales activities comply with regulatory requirements and internal policies. Maintain accurate records of client interactions and transactions.
Requirements
Bachelor’s degree in business, finance or a related field, or equivalent experience.
Strong communication, negotiation, and interpersonal skills.
Strong knowledge of commercial banking products and services.
Proven experience in sales, preferably in banking or financial services.
Proven ability to provide excellent client service.
Understanding of and experience in local markets with a solid base of contacts.
Key Qualities
Relationship-building skills.
Client-centric approach.
Problem-solving ability.
Adaptability and resilience.
Ethical and professional conduct.
Ability to develop referral sources and contacts to generate new business.
Medical, dental, and vision plans
Vacation, sick leave, paid Holidays
Employer paid life insurance
401(k) with employer matching
Ongoing training, professional development and career advancement opportunities
Physical Demands The physical demands described here are representative of those that must be met by a teammate 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 may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
Specific vision abilities required by this job include close vision requirements due to computer work.
Light to moderate lifting may be required.
Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
Travel between company locations as needed.
Work Environment The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
Ability to work in a confined area.
Ability to sit or stand at a computer terminal for an extended period.
#J-18808-Ljbffr