AVP, Premier Banking Officer

Bluestone Bank • Norton, MA

1d • $80,000 - $100,000 • 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.
• A strong desire to help others succeed.
• 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.

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