Business Development Agent

Primis Bank • Georgetown, TX

1d • Remote

About The Position

The Business Development Agent (BDA) is part of the sales team and is responsible for creating, cultivating, and maintaining new business opportunities. The role uses networking, cold calling, social media, and other methods to connect with referral partners and clients and to bring new clients to the Bank. The BDA reports weekly on appointments, events or seminars attended, conversations, and leads generated.

Requirements

• High school diploma.
• Experience working in the real estate and mortgage industry.
• Active NMLS ID number and all other applicable licenses, or eligibility for immediate registration under company sponsorship; maintain active license status throughout employment.
• Demonstrated ability to cultivate new and existing relationships.
• Excellent verbal and written communication skills.
• Personable manner and ability to provide high levels of customer service.
• Organized and willing to follow a proven system.
• Self-motivated and demonstrates initiative.
• Results- and metrics-driven.

Responsibilities

• Build and carry out strategic initiatives intended to bring new clients to the Bank.
• Meet with prospective new clients and referral partners, including real estate agents, financial planners, attorneys, title agents, insurance providers, banks and credit unions, property managers, builders, human resource departments, relocation companies, and clients.
• Use networking, cold calling, social media, and other methods to connect with referral partners and clients.
• Maintain regular, reliable, and predictable attendance.
• Stay abreast of industry changes.
• Comply with and adhere to state and federal regulations and Bank policies and procedures, including Bank Secrecy Act, SAR, CTR, FACT Act, Community Reinvestment Act, EEO, and fair employment practices.
• Perform other duties as assigned.
• Report every Friday the number of appointments, events or seminars attended; conversations; and leads generated.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED