AVP, Premier Banking Officer

Bluestone Bank • Norton, MA

18h • Hybrid

About The Position

The Premier Banking Officer position is a hands-on role, responsible for generating new business opportunities with a focus on gathering new deposits, adding new customers, and identifying, developing, and generating new small business deposit, and revenue opportunities. This will include the origination of deposit accounts, Treasury Management/Cash Management solutions, and other ancillary bank products (as determined), across Retail and Commercial lines of business. This role is responsible for delivering bottom-line results by developing and executing effective sales plans and tactics and conducting results-driven business development activities.

Requirements

• Bachelor’s Degree in business management, or equivalent combination of education and experience.
• Successful relationship-driven business professional with 5+ years in client-facing service, and sales positions.
• Strong customer service orientation that includes knowing your audience, making recommendations for effective problem resolution, and having a high level of enthusiasm and creativity.
• Proven written and verbal communication, and organizational skills.
• Good research skills.
• Ability and willingness to work as part of a team.

Nice To Haves

• Formal sales training a plus.
• Experience in a financial institution or loan office a plus.
• A strong desire to help others succeed.

Responsibilities

• Accountable to achieve individual sales goals for gathering deposits, creating revenue, and cross-selling Bluestone products and services to existing and new customers.
• Actively prospects, solicits and meets with potential Clients, identifies business opportunities, conducts need’s assessments, and partners with internal product teams to structure appropriate banking solutions.
• Assists in the preparation and execution of relationship presentations and supports Cash Management solutions within establish bank policy.
• Plans for and conducts retention and business development calls for existing, potential, and new bank customers, focusing on delivering business results and developing lasting customer relationships with Bluestone.
• Interviews customers and obtains and compiles necessary documentation and financial information to process all types of requests, including deposit and loan accounts, debit cards, and cash management services.
• Discusses customer and prospect needs, problems, or complaints with immediate manager and recommends resolution as appropriate.
• Maintains a list of potential prospects, referrals and active and viable leads to develop new business and expand current client base.
• Upon development of business leads, arranges meetings between customers or prospective customers and appropriate bank personnel, with a focus on maximizing customer and bank employee time and focus.
• Maintains and continuously expands the knowledge base of competitor activity within the market area through site visits, literature reviews, social media reviews, and networking; prepares reporting of these activities to Bluestone’s management team, as requested.
• Routinely provides input and recommendations to immediate manager about relevant developments that may impact Bluestone.
• Makes recommendations and participates in disseminating certain marketing programs for Bluestone’s products and lending services.
• Represents Bluestone at various civic and community functions and events to develop new business, increase deposits, and to enhance Bluestone’s image in the community; promotes a favorable image of the Bank in all business activities within the community.
• Other duties as assigned.

Benefits

• A competitive salary with performance-based incentives.
• Comprehensive medical with deductible reimbursement, dental, and vision coverage.
• An employer matching 401k plan.
• Training and professional development opportunities, including tuition reimbursement.
• Work life balance with paid time off, paid volunteer hours, and 11 paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level