Deposit Relationship Officer

Posting Date: 03/18/2020
Location: Walnut Creek, CA
Department: Mt. Diablo Region


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Bachelor's degree (B. A.) from four-year college or university; or two years supervisory experience in bank operations or lending; or equivalent combination of education and experience.

Primary Responsibilities:

Manages a portfolio of deposit clients for a designated region within a banking division. Maintains ongoing visibility with client base. Work with credit team and business development team in establishing an aggressive calling program targeting Controllers, Property Managers, and 1031 Exchange segments for new business growth of all existing relationships. Responsible for carrying out targeted deposit generating strategies. Works with clients to resolve account or service related problems, and with Banking Services to ensure timely and accurate implementation of all new business. Develops and maintains referral relationships to promote new business development. Actively seeks all types of loans for purposes of referral to appropriate group levels. Prepares credit authorizations and recommends ACH limits for deposit only clients. Works with Cash Management specialist to provide competitive and complete banking services to Business Banking and Commercial Clients. Cross sells other Bank products and services as appropriate. Participates in community activities and civic organizations to generate new business. Supports Bank's community and CRA lending initiatives.


Work independently or in tandem with all credit officer to develop new and additional deposits, cash management and bank services revenue. Responsible for achieving target deposit totals and loan referral goals by performing the following duties.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance. EOE