SBA Team Lead
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![]() United States, California, Pasadena | |
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Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
SUMMARY Coordinates workflow and supervises a team of Business Developments Officers. Coaches and provides oversight in order to implement strategic sales goals and timely processing of loans. Sells SBA, Specialty Market and deposit services to prospective clients. Cross sells a full range of small business banking services to present to potential customers. Provides customer service on assigned accounts, opens new accounts, and responds to client requests. Analyzes credit and financial information and offers products accordingly.
SUPERVISORY RESPONSIBILITIES Supervises a team of two or more Business Development Officers within assigned territory. Carries out supervisory responsibilities in accordance with the organization's polices and applicable laws. Responsibilities include: interviewing, hiring, and training employees; planning, assigning, and directing workflow; appraising performance; rewarding and counseling employees; addressing complaints and resolves problems. QUALIFICATION REQUIREMENTS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor's degree (B. A.) from a fouryear college or university; seven or more year's related selling and credit experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and interpret financial and credit documents. Ability to write routine reports and correspondence as well as analyze financial statements. Ability to speak effectively before groups of customers or employees of organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportion and percentages. Ability to apply concepts of basic accounting and financial analysis. REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret financial and accounting data and manage several abstract and concrete variables at one time. OTHER SKILLS & ABILITIES Possess good organizational skills and flexibility to allow for coordination and prioritization of workload. Ability to perform other duties as requested. PHYSICAL DEMANDS The physical demands described here 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 frequently required to sit, to speak and listen. The employee is required to walk; use hands, fingers, hands and arms to operate business equipment, computers and other business related equipment. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and distance vision. OTHER REQUIREMENTS This position requires a valid California Driver's License, evidence of good driving record and proof of auto insurance. WORK ENVIRONMENT The work environment characteristics described here 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 the essential functions. While performing the duties of this job, the employee occasionally works near moving mechanical parts and in outside weather conditions, and is occasionally exposed to fumes or airborne particles. The noise level in the work environment can range from very quiet to noisy depending on the type of business visited. Salary Range:$104,061.00 To $150,888.00 Annually 40 hours per week. |