As a Business Development Officer, you will focus on developing new business opportunities by offering the Bank’s industry-specific banking services and products to the Community Association Industry. The primary focus of this position is to develop new business opportunities while servicing existing clients. The day-to-day tasks of this position will include cold calling, establishing new business opportunities, providing sales presentations, attending industry trade show events, marketing to prospects via phone/email/in-person visits, following up with existing clients on customer service items, and performing light administrative tasks. You will be responsible for performing the above tasks in conjunction with promoting and educating existing clients and future clients on the products and services offered through the Bank. This position requires 75% travel, mostly throughout an assigned territory in and surrounding areas. It will require some additional traveling throughout the country to annual conferences and training segments that will be mandatory. Responsible for supporting the director in meeting deposit and lending goals. Continue to grow existing client relationships and cross-sell products and services. Identify and cold call on prospective clients to develop new relationships to build a portfolio of management company deposits. Attend industry events including exhibiting at trade shows, attending luncheons, and being an active member of the local Community Association Institute (CAI) Chapter. Attend association board meetings. Attending national events and sales training, which requires travel. Effectively communicate banking services via email, letters, demonstrations, presentations, and conversations. Act as a liaison between the operations team and the clients as needed. Ensure clients are receiving necessary service levels and troubleshoot their issues and/or concerns. Work closely with your manager and periodically review key performance indicators. Prepare and submit new client forms and update existing client forms. Participate in remote training and attend remote sales meetings. You'll need to be able to work efficiently from your home office and car, while being comfortable spending the majority of the week meeting with new and existing clients. Manage marketing, entertainment, and advertising expenses (within budget guidelines), run sales ads in trade publications. Complete mailings/emailing campaigns. Market and solicit loans to community associations. Collect and submit required underwriting material.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED