AVP Business Development Officer

AmeriServ Financial BankJohnstown, PA
1d

About The Position

This role is designed for a motivated, growth-oriented professional who is eager to build a career in trust and wealth management by generating new relationships, new accounts, and new assets under management (AUM). ESSENTIAL FUNCTIONS: Initial focus will be on outbound business development activities, including identifying prospects, initiating contact, and scheduling meetings for senior business line managers. Over time, the position will evolve into an independent business development role with responsibility for managing a personal pipeline and bringing on new business. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements

  • A bachelor’s degree in business, finance or a related field required. In lieu of a bachelor’s degree, a high school education/GED with prior experience in sales, business development, banking, financial services or a related field required.
  • Comfort with outbound outreach and persistence in pursuing long-term opportunities.
  • Strong communication skills and the ability to engage professionally with clients, prospects, and internal partners.
  • Highly motivated, self-directed, and comfortable working toward defined activity and performance goals.

Nice To Haves

  • Exposure to trust services, wealth management, or fiduciary concepts is a strong plus, but not mandatory.

Responsibilities

  • Proactively identify and pursue new business opportunities for AmeriServ’s Trust and Wealth Services platform.
  • Execute outbound business development activity: including direct in-person outreach, phone calls, emails, and other prospective efforts to generate qualified meetings.
  • Schedule and coordinate meetings between prospective clients and senior Trust and Wealth professionals.
  • Maintain consistent outreach activity aligned with business development goals and metrics.
  • Coordinate with senior business line managers throughout the sales process, including follow-up and internal communication to help ensure opportunities progress and close.
  • Over time, develop and manage an individual pipeline of prospects, including leading meetings and advancing opportunities independently.
  • Track activity, prospects, and opportunities using internal systems.
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