Proposal Manager
KeenLogic
Government Banking Sales Advisor II
Eastern Bank
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Responsible for sales, marketing, and relationship management of municipal customers and prospecting new customers.
- Sell traditional bank depository and cash management products to municipal prospects.
- Manage a portfolio of customers and grow business, achieving sales and EXCEL goals, new relationships, and new core deposits.
- Sales call planning and reporting: prepare territory plans, monthly sales reports, call reports, and relationship reviews; joint calls with other bank departments.
- Generate proposals and respond to new business opportunities through the RFP process.
- Participate in team projects, analytical reports, special projects, bank conversions, and customer product training/forms completion.
- Price and tailor products to meet customer requirements.
- Assist customer decisions regarding product training, service levels, quality, and customer satisfaction.
- This position requires extensive customer visits and prospect calls.
- The position can be managed from a home office.
- Territory located within New England, mainly in New Hampshire; department has customers throughout Massachusetts.
Requirements
- A Bachelor’s degree is desired.
- Experience with clients in the government/municipal sector is preferred.
- Prospecting, sales, and closing skills are required.
- In depth knowledge of traditional bank products and working knowledge of cash management products.
- Ability to manage and maintain a portfolio of existing customers and grow business.
- Sales call planning, territory planning, reporting, and relationship reviews.
- Generating proposals and responding to RFPs.
- Pricing and tailoring products to meet customer requirements.
- Assist with product training, service levels, quality and customer satisfaction.
