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Norwalk

    Community Development Manager - Norwalk, United States - Savings Bank of Danbury

    Savings Bank of Danbury
    Savings Bank of Danbury Norwalk, United States

    1 day ago

    Default job background
    Description
    About the Organization
    We are people serving people. Established in 1849, Savings Bank of Danbury is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their accounts and manage their money anytime, on the go. We are committed to employing highly-motivated people who value customer care, professionalism, and team success.

    EOE Statement
    Savings Bank of Danbury is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

    Position
    Community Development Manager

    Full-Time/Part-Time
    Full-Time

    Description

    Reports to: Business Banking Team Leader

    Direct Reports: None

    Key Responsibilities

    Sales Goal Performance
    • Achieve goals and objectives set for customer retention and new business volume.
    • Achieve 100% of goal for:
      • Net increase in business deposit portfolio
      • New business relationships to the Bank
      • Merchant and Payroll referrals
      • Calling efforts for new and existing business relationships
    • Create and develop business banking relationships through networking, cold calling and other sales methods
    • Service and expand existing business relationships through calling efforts and contact management activities
    • Establish and conduct Bank at Work events targeting new customer acquisition
    • Stay current on bank products, services and marketing promotions including functionality of services
    • to support customers and create a positive overall banking experience
    • Proficient in cash management services (RDC, ACH and advanced cash management services)
    • Open or work with assigned branch partners to establish and maintain accounts acquired from business calling efforts.
    • Proficient in Heartland Card and Payroll Processing (achieve assigned annual referral goal)
    • Recognize potential leads to commercial lending, residential lending, and Infinex
    Customer Relationship Management
    • Conduct visits to existing businesses to strengthen and expand relationships
    • Maintain an accurate record of customer contacts and calls in CRM system, including valuable notes
    • to assist our sales process across all channels
    • Assist with customer presentations and on-site customer visits and invite business partners as needed
    • Provide solutions and support to solve complex customer needs
    • Address customer questions and concerns, document the conversations and take appropriate action
    • to overcome issues, list in the Complaint Tracker with resolution
    • Manages Outlook calendar to schedule sales prospecting, events and calls to be shared with Team Leader
    • Work with assigned branches and refer retail prospects and customers back to retail division.
    Community Involvement
    • Expand network and sales opportunities by developing relationships with individuals and businesses throughout the community
    • Volunteer for at least two organizations and attend one event per month
    Compliance/Security and Operations
    • Review and follow all SBD policies and procedures
    • Be aware of and comply with CRA guidelines and policies, ethics policy, and the bank's
    • non
      •discrimination policy; comply with banking regulations
    • Comply with BSA requirements relating to Suspicious Activity Reporting, Currency,
    • Transaction Reporting, OFAC and red flags
    • Secure all documents and confidential data following the "clean desk" policy, lock computer
    • screen and secure equipment when leaving desk or station
    • Follow security measures for designated offices you are in or visiting
    • Obtain all required customer information (CIP) and documents to be able to open accounts
    • and services
    Position Requirements
    Bachelor's degree in business or in a relevant field or an equivalent amount of training
    5+ years relevant experience in a sales and business banking role
    Strong knowledge of business banking deposit and cash management solutions.
    Strong business development skills
    Above average written and oral communication skills to interact with customers, prospects and our internal team
    Strong customer relationship management skills
    Demonstrated ability to generate sales leads
    Proficient use of Word, Excel, and CRM

    Hours Per Week
    None Specified

    This position is currently accepting applications.
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