Teams at Tri Counties Bank

Manages business development for small and midsized business customers across Bay Area branches. Acquires and develops customer relationships, identifies financial solutions, coordinates loan processing, supports branch profitability, ensures regulatory compliance, and leads branch staff training and development. Represents the bank in community and industry functions while managing sales activities, customer service, risk controls, audits, budgets, and internal business partnerships.

Manages and grows small-business banking relationships through prospecting, community networking, financial analysis, lending and deposit solution sales, and exceptional client service. Evaluates business financial health, cash flow, creditworthiness, and risk; collaborates with underwriting, portfolio management, and other banking teams to deliver appropriate solutions. Monitors portfolio quality, ensures regulatory and policy compliance, and identifies opportunities to expand client relationships and bank profitability.