Business Banking Officer

Posting Date:  08/24/23
Location:  San Jose (on-site)
Requisition #:  HBC 23-137
Department:  Commercial Lending

Job Summary:

A Business Banking Officer is responsible for business development and relationship management of small to middle market business clients.

Pay Range:

Base Compensation is dependent upon role, experience, and skill set: Min- $54,698/yr  Max- $91,163/yr

Primary Responsibilities:

  • Business development via outbound sales calls of small business clients primarily those with less than $1,000,000 in gross annual revenue.
  • Establish lending and deposit relationships with business clients targeting women owned businesses, minority owned businesses, and businesses located in majority minority Hispanic and/or African American census tract.
  • When appropriate, obtain appropriate financial information and electronic submission of any loan request to centralized lending.
  • Solicit deposit business relationships with cash management services.
  • With Cash Management and Branch Operations, provide new account set up and cash management customer support to business clients.
  • When appropriate, refer larger lending prospects to a member of the commercial relationship management team.
  • Support and participate in the Bank’s Community involvement programs. Supports Bank’s community and CRA lending initiatives.
  • Represent the Bank in various networking and community events.
  • Perform all other duties and special projects as assigned


  • Bachelor’s degree from a four-year college or university
  • 1 to 2 years banking experience in lending or business development; or equivalent combination of education and experience.
  • A demonstrated record of success with 2+ years of relationship management experience
  • Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast paced environment
  • Demonstrates initiative and the ability to work in an autonomous manner
  • Strong communication and organizational skills with the ability to interact effectively with all levels of management

Compliance Responsibilities:

The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.

Job related laws and regulations include, but are not limited to the following:  Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.

Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.


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