- Develop new banking relationships with business prospects. Service existing business banking client base. Achieve established goals as outlined by manager.
- Achieve sales goals with the following areas: revenue, loan production, cash management services, deposit balance production, management of a deposit/loan portfolio
- Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys, and other referral sources.
- Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such as loans, deposits, cash management, merchant services, and others as assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities.
- Involved in pricing of loan and deposit products and service fees to ensure commercial/business deposit product profitability while maintaining competitive offerings. Performs market research to ensure competitive offerings.
- Develops, implements, and evaluates sales strategies that promote new business opportunities and the cross selling of appropriate loan, deposit, and investment products as well as the retention of profitable customer relationships in the Bank's current market area as well as identifying opportunities in new markets or industry segments.
- Evaluate credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk.
- Oversee a portfolio of managed clients and continue to cultivate those relationships.
- Conduct customer site visits for both relationship and audit purposes.
- Information, data, and content
- Teaching learning and self-development
- Communication, collaboration, and participation
- Digital identity, safety, and security
- Technical proficiency with all bank products
- Awareness and interest in new technology
- Creation, innovation, and research
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Business Banking Relationship Officer - Guilford, United States - Guilford Savings Bank
Description
Job Description
Job DescriptionPOSITION DESCRIPTION:
This role is responsible for the expansion and retention of new and existing business banking relationships to include loans, deposits and cash management services within the Bank's delineated Assessment Area and throughout the Connecticut marketplace. The primary objective of the Business Banking Relationship Officer role is to be responsible for an assigned portfolio of loan and deposit relationships with small to medium sized business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch and lending partners to effectively sell to the business customer and cross-sell other bank products. Prospective customers will mostly be self-sourced or come from external referral sources, including centers of influence. Majority of travel will be allocated to prospecting activities. Responsible for all phases of the customer service and sales life cycle including lead generation, utilization of relevant systems, following policies, leveraging product knowledge, assessing credit needs of prospects and building out depth in current markets as well as building out opportunities in new markets and industry segments. Incumbent is responsible for Bank performance as it pertains to profitable loan and deposit growth, non-interest income and customer satisfaction.
GENERAL DESCRIPTION OF DUTIES:
DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills
FUNCTION SUPERVISED: None
LIST OF POSITIONS SUPERVISED: None
EDUCATION REQUIRED: bachelor's degree or 3-5 years of relevant work experience.
EXPERIENCE REQUIRED: 3 plus years of experience of similar or related experience. Ability to read and analyze financial statements and tax returns. Sound credit skills are necessary to evaluate loan requests. Strong understanding of cash management, trade services products offered to business banking customers and ability to identify sales opportunities for those product sets. The ability to interpret reports and think creatively about solutions for new products, existing product integration and new programs/projects is critical. Must demonstrate a willingness to learn in an evolving department. Must be proficient in Microsoft Word, Excel and PowerPoint along with software utilized by the department and Bank overall.
MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibilities.
*Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.
GSB is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.
Applicants requiring reasonable accommodation in the application process should notify Human Resources.
GSB participates in E-Verify.
EOE/AA/M/F/D/V
