Job Details
Major Responsibilities:
- Maintain the overall relationship with PCBB customers. Establishes and maintains relationships within PCBB and Financial Institutions within the Southern California territory.
- Own the entire sales process from lead generation, needs analysis, solution development, proposal presentation, negotiation, installation, customer service, and account maintenance and expansion.
- Deep knowledge of PCBB s suite of products, customers and competitors.
- Meets annual sales goals and manages the sales pipeline.
Description of Job Duties:
- Responsible for the over-all relationship of the FIs in a pre-defined territory.
- Efficient time management: Spending most of your time talking to customers and keeping administrative work to a minimum.
- Identify and qualify prospects and follow up on sales leads along with cross-sell to existing clients
- Plan trips for client meetings balancing efficiency and highest opportunities.
- Sound knowledge and understanding of a bank s financial statements in an effort to most appropriately position PCBB s suite of products and services solutions to existing/ potential clients.
- Fully utilize PCBB s CRM platform by documenting all client and prospect interaction while utilizing the tasks and calendaring to efficiently manage activities.
- Ensure client satisfaction with new and existing product and service utilization.
- Actively facilitate and engage as necessary in the planning and implementation process of new PCBB products and services.
- Participate and engage in client/industry seminars, conferences, and trade shows to increase PCBB brand awareness, develop new and deepen relationships as well as position PCBB solutions.
- Resolve any client concerns or issues as necessary.
- Develop and maintain a collaborative working relationship with PCBB product specialists.
- Ability to travel up to 50%.
- Perform other duties as assigned.
Key Competencies and Experience:
- Undergraduate degree in business/finance/marketing, or related field, or equivalent experience.
- 4 years related sales experience with capital markets and/or banking experience preferred.
- Sound knowledge of bank financials.
- C-Suite level relationships in community banking required.
- Proven value based selling experience.
- Ability to tell a convincing story driving the client to take action.
Behavior Principles:
- Respectful: Values others, cares & listens
- Enabling: Collaborate, empower & inspire
- Accountable: Take responsibility, strive for excellence & value learning
Physical Demands/Work Environment:
Employees of PCBB must provide themselves with a designated workspace free from noise and distractions when working remotely. The employee routinely uses standard office equipment such as computers, phones, and virtual tools such as web cameras and video programs.
PCBB is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion or creed, national origin, mental or physical disabilities, sex or gender, sexual orientation, gender identity or gender expression, medical condition, genetic information, marital status, protected veteran status, or any other characteristic protected by law.