Onsite FVP – Business Development Manager

Posted 2 days ago

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About the role

  • FVP & Business Development Manager at Open Bank's Wilshire Office, marketing financial products and managing client relationships. Focused on driving growth and maintaining strong client engagement.

Responsibilities

  • Marketing and sales for deposit and loan products and services.
  • Manage a portfolio of relationships evaluating activity and follow up on requests for new products and services.
  • Manage and update client portfolio profiles, working with branch and lending staffs to obtain all required documents and enhanced due diligence as required.
  • Continually develop enhanced pipeline reports ensuring portfolio growth.
  • Regularly visit client sites and maintain frequent contact through telephone and email, including cold calling and in-person visits to targeted clients.
  • Keep informed of bank products and services, policies, practices, regulations, and laws as applicable to your function.

Requirements

  • Bachelor’s degree in Business Administration or related field or equivalent experience.
  • Minimum seven years of experience in banking and/or lending, or marketing/sales.
  • Ability to retain a broad knowledge of tasks performed in the deposit operation and lending functions.
  • Good understanding of all required documents needed for opening new accounts.
  • Ability to analyze and organize financial information and perform complex financial calculations.
  • General knowledge of lending and deposit regulations and laws.
  • Present a professional image in dealing with clients, interdepartmental, and external representatives.
  • Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
  • Ability to respond effectively to the most sensitive inquiries or client complaints.

Benefits

  • Medical, Dental, & Vision : Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members.
  • Life, Accidental Death & Dismemberment, & Long-Term Disability : Open Bank pays 100% of the cost.
  • Flexible Spending Account (FSA) : Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
  • 401(k) Retirement Savings Plan : Open Bank matches 100% of the first 6% of employees' contributions.
  • Paid Time Off (PTO) : Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
  • Employee Assistance Program (EAP) : The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
  • Company Paid Lunch: Open Bank provides company paid lunch twice a week.

Job title

FVP – Business Development Manager

Job type

Experience level

Lead

Salary

$70,000 - $100,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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