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Responsible for acquiring, managing, and expanding commercial deposit relationships with a focus on core operating balances and long -term client retention. This role serves as the primary relationship owner for deposit focused clients and partners closely with Treasury Management Specialists to recommend and deliver cash management solutions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
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Solicits new and prospective deposit relationships for the Bank; drive net new deposit and establish primary banking relationships.
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Manages an assigned portfolio of commercial deposit clients, ensuring retention, balance growth, and client satisfaction.
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Identifies treasury and cash management needs and partners with Treasury Management to recommend appropriate solutions.
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Develops and executes a business development plan to achieve established goals and objectives. Implements a disciplined contact schedule to promote client satisfaction, retain existing clients, and attract long-term profitable customer relationships and become the clients trusted financial partner through needs-based solutions.
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Identifies cross-sell opportunities for each assigned relationship. Markets to assigned clients and prospects a broad range of non-credit financial products and services.
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Cultivates prospects independently through customer referrals, networking, and participation in professional organizations, social contacts, and relationships built in the community.
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Develops relationships with customers through calling and customer support activities.
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Uses automated business development system to manage individual calling program, schedule appointments, develop customer profiles or cross-sales opportunities, follow-up with customers and book new business.
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Keeps abreast of industry, competitor, financial market, and other changes that may impact their portfolio or department.
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Provides assistance to Group Managers with strategic planning projects including budgeting, process improvement, growth, and quality initiatives.
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Performs other duties and special projects as assigned by Senior Management.
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Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
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Bachelor’s degree in business, finance or related field required.
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5-7 years of sales and relationship management experience required
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5-7 of experience with commercial products and services required
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Strong understanding of business deposit accounts and treasury/cash management concepts
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Proven ability to generate new business, manage a portfolio and meet growth targets.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
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Ability to travel if required to perform the essential job functions.
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Ability to work under stress and meet deadlines.
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Ability to operate related equipment to perform the essential job functions.
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Ability to read and interpret a document if required to perform the essential job functions.
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Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
