Highlights
Based on the needs of the individual branch, the expectation is that approximately 40% of efforts be allocated towards outbound sales activities and deepening current client relationships to include: calling on prospect and client lead lists, setting and attending face to face meetings and building brand awareness within the surrounding markets by networking within the community ESSENTIAL DUTIES AND RESPONSIBILITIES • Ensures client satisfaction and account retention through quality service • Handles client requests and complaints with prompt, professional, and courteous attention Understands and complies with Bank policies, procedures, and regulations governing job responsibilities • Responsible for transaction approvals within assigned limits • Lead and actively participate in daily warm up and monthly branch staff meetings and discusses branch products, sales, service and soundness. Ensures that all employees are well versed in all Bank products • Holds keys and Alarm Code to the branch; Opens and closes the branch • Responsible for staffing, branch performance, appraisals, promotions, salary actions, and terminations: o Plans and adheres to staffing budget o Minimizes employee turnover rate o Provides the accurate and timely presentation of Performance appraisals, counseling’s and status changes.
Numbers & Facts
| Location | Denver, Colorado |
| Industry | Banking |
| Company Size | 50 to 99 employees |
| Year Founded | 1970 |
| Website | https://www.sunwestbank.com/ |
Description
SUMMARY Works under the general supervision of the Business Banking Market Manager. Responsible for the efficient operation of the assigned branch, including operational integrity, branch processes, bank products, service standards, security, and safety in accordance with the Bank's objectives. Provides a superior level of customer service and promotes the service and sales culture through coaching, guidance and staff motivation. Provides leadership, training and supervision to the branch staff. Through a consultative approach, the Business Banking manager identifies opportunities to deepen existing relationships and identify new relationships by uncovering needs and offering appropriate products and services. Maintains an expertise in risk management and branch policies and procedures and is responsible for monitoring and auditing the branch offices for compliance with established policies and procedures. Acts as a point of escalation for questions or problem resolution. Based on the needs of the individual branch, the expectation is that approximately 40% of efforts be allocated towards outbound sales activities and deepening current client relationships to include: calling on prospect and client lead lists, setting and attending face to face meetings and building brand awareness within the surrounding markets by networking within the community ESSENTIAL DUTIES AND RESPONSIBILITIES • Ensures client satisfaction and account retention through quality service • Handles client requests and complaints with prompt, professional, and courteous attention Understands and complies with Bank policies, procedures, and regulations governing job responsibilities • Responsible for transaction approvals within assigned limits • Lead and actively participate in daily warm up and monthly branch staff meetings and discusses branch products, sales, service and soundness. Ensures that all employees are well versed in all Bank products • Holds keys and Alarm Code to the branch; Opens and closes the branch • Responsible for staffing, branch performance, appraisals, promotions, salary actions, and terminations: o Plans and adheres to staffing budget o Minimizes employee turnover rate o Provides the accurate and timely presentation of Performance appraisals, counseling’s and status changes. o Exercise sound judgment and compliance with policy regarding promotion and salary actions. • Responsible for employee development and provides training as needed • Responsible for ensuring satisfactory audit ratings; managing critical operational metrics to minimize risks and losses; maintaining ambitious standards for control/certifications, monetary transactions, security, and account opening activities; ensuring the branch staff is trained and follows policies and procedures; and operating within the Bank’s guidelines • Communicates Bank policies, procedures and regulations to branch personnel and ensures all staff members are familiar with and aware of any changes • Identifies opportunities for process improvement to optimize branch operational performance Reviews and analyzes existing business-specific work processes. Proposes and prioritizes changes and improvements for the branch environment. Serves as a “champion” for process changes and initiatives • Prepares reports and completes special projects as requested by management • Participates in training deemed necessary by the Bank • Achieves individual as well as branch goals and contributes to the success of the Bank • expected to know and follow the Bank’s compliance policies and procedures as required by the Compliance Department. JOB DESCRIPTION: Business Banking Manager REPORTS TO: Business Banking Market Manager STATUS: Non-exempt ADDITIONAL RESPONSIBILITIES • Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management • Demonstrates high level of quality work, attendance and appearance • Adheres to all Company Policies & Procedures and Safety Regulations • Adheres to local, state and federal laws • Understands and complies with all company rules and regulations • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. • Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does have supervisory responsibilities MINIMUM QUALIFICATIONS • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems • Thorough knowledge of all retail products and services • Proven client service and interpersonal skills • Effective selling, cross selling and referral skills • Strong mathematical, problem-solving, and negation skills • Ability to analyze client credit data and other related financial information COMPETENCIES: • Adaptability • Communication • Decision Making • Initiative • Innovation • Motivator • Organization • Professionalism • Results Orientated PHYSICAL DEMANDS: In general, the following physical demands 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 allow individuals with disabilities to perform the essential functions of the job. • Standing, walking and squatting less than fifty percent of the work shift • Required to lift, move and carry up to 40 pounds • Ability to read, count and write to accurately complete all documentation and reports • Must be able to see, hear and speak to communicate with employees and other customers • Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus • Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms (In bold is what applies.) Sedentary: Limited activity, no lifting, limited walking Moderate: Mostly standing, walking, bending, frequent lifting Light: Office work, some lifting, bending, stooping or kneeling, walking Arduous: Heavy lifting, bending, crawling, climbing WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow individuals with disabilities to perform the essential functions of the job within the environment. • The workspace is clean, orderly, properly lighted and ventilated with the proper safety compliance • Noise levels are considered moderate Sunwest Bank Is an Equal Opportunity Employer Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate. Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity. |
About Company
Sunwest Bank has been consistently named one of the top performing banks in the United States by American Banker and SNL Financial. Sunwest’s primary focus is commercial business and real estate banking. Through 12 targeted locations across the Western United States, Sunwest offers a full suite of private and commercial banking services to its clients.
Since 2009, Sunwest has completed five failed bank acquisitions beginning with the acquisitions of MetroPacific Bank of Irvine. Later that year, Sunwest expanded the franchise south to San Diego with the acquisition of Pacific Coast National Bank. Its expansion continued beyond the California border with the acquisition of First State Bank of Flagstaff from the FDIC, adding a presence in Northern Arizona. In 2013, the Bank expanded into the Northwest by acquiring the Washington-based Westside Community Bank which added two locations outside of Tacoma. Sunwest then broadened its Northwest presence to Boise through acquiring the failed Syringa Bank from the FDIC, adding nearly $140 million in assets and a network of five Idaho branches. In the latter half of last year, the Bank broadened its footprint further by adding LPOs in both the Salt Lake City and Phoenix, Arizona markets. These three out-of-state acquisitions and two de novo LPOs have positioned Sunwest well as it embarks on its next expansionary phase.
Sunwest Bank operates with an iron clad balance sheet of $885 million in assets, $111 million in tangible capital and $4MM in reserves, making it well poised to continue its growth.
Sunwest Bank is the flagship of H Bancorp, a $1.3 billion privately-owned bank holding company with a controlling interest in Bay Bank located in the Baltimore/D.C. corridor. H Bancorp provides strategic leadership, access to capital and an opportunity to participate credits across the entire H Bancorp family.
SUNWEST BANK – AN ENTREPRENEURIAL BUSINESS BANK
Sunwest prides itself on being an entrepreneurial and innovative commercial business bank. The Bank positions itself through deep knowledge in lending niches ensuring our people are regarded as trusted advisors and not simply bankers. It is with this approach that we provide impeccable service to our clients.