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Mechanics Bank

West Coast community bank serving workers

Market Manager

Field SalesConfirmed live in the last 24 hours
Full-timeSanta Rosa, CA, USA

About the Job

Requirements

  • A bachelor's degree in Business Administration, Finance, or a related field is preferred; additional experience may be considered in lieu of a degree.
  • At least 7 years of experience in banking, sales, or business development, with a proven track record of acquiring business customers.
  • Demonstrate an outbound business development mindset, primarily focused on acquiring new relationships.
  • Maintain an active and accurate deposit and credit pipeline, providing regular forecasts and activity reports to management.
  • Proactively prospect for new credit opportunities up to $250,000 through outbound calling, referrals, and community networking.
  • Have a strong understanding of business banking products and services.
  • Have interpersonal and communication skills to engage and influence decision-makers.
  • Have strategic thinking and analytical skills to solve complex problems.
  • Be able to work independently, set priorities, and manage time to maximize market results.
  • Be proficient in Microsoft Office Suite.
  • Meet the physical demands of the role, including regularly sitting, talking or hearing, and using hands to handle objects, tools, or controls; occasionally standing, walking, reaching, bending, kneeling, crouching, crawling, and lifting or moving up to 10 pounds; and having close vision.

Responsibilities

  • Partner with local Branch Managers to align sales priorities and execution.
  • Collaborate with Retail Branches, Commercial Banking, and Treasury Management sales to ensure seamless customer onboarding and service delivery.
  • Conduct market research to identify prospective clients and sectors for expanding the customer base, and proactively identify and retain at-risk customers.
  • Build and maintain relationships with local businesses through networking, community engagement, and strategic partnerships; participate in branch events and sponsorships and engage with community groups and organizations.
  • Assess prospective and existing customers’ financial needs and recommend banking solutions aligned with their business objectives.
  • Use advertising leads, internal customer lead lists, personal contacts, bank referrals, internal business lines, and the branch customer base to identify sales opportunities and provide an outstanding customer experience.
  • Stay informed about industry trends, the competitive landscape, and regulatory changes to position banking services effectively.
  • Maintain a complete understanding of and competency with products, services, and the bank’s business-customer acquisition strategy.
  • Monitor personal weekly and monthly sales efforts to achieve sales targets and results.
  • Travel 60–70% of the time.

Desired Qualifications

  • A bachelor's degree in Business Administration, Finance, or a related field.

About the Company

Mechanics Bank

West Coast community bank serving workers

Mechanics Bank serves individuals and businesses in the West Coast by offering core financial services such as checking and savings, personal and business loans, mortgage products, wealth management, and digital banking. It operates through a network of branches and supports customers with practical banking tools like drive-thru windows and accessible in-person service, while expanding its footprint through strategic mergers. The bank distinguishes itself by its long-standing focus on the “working person” and local community, a heritage that dates back to its founding for laborers and mechanics, and by its growth achieved through acquisitions that broaden its regional reach. Its goal is to provide reliable, community-centered financial support to everyday workers and organizations, helping customers manage money and grow their financial lives across the West Coast.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Walnut Creek, CA
Founded
1905

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