Eastern Bank

Private Banking Business Development Officer III

Eastern Bank

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

SeniorLead

Tech Stack

Oracle

About the role

  • Participates in new business development activities with prospective and existing clients to increase market share and achieve growth targets in deposits, wealth and revenue
  • Supports the bank’s target verticals including professionals, Not-For-Profit, Family-owned businesses, VC/PE, Medical/Dental
  • Collaborates with other business partners to enhance each relationship and deliver a private bank experience
  • Refers clients and prospects to Commercial Lending, Wealth Management, Treasury Services, Residential Lending for cross-selling
  • Maintains extensive knowledge of deposit, lending and treasury management solutions to serve as a trusted advisor
  • Assists Bank in meeting sales and service goals through high level client service and continuous improvement
  • Contributes to new product development to increase penetration of target clients and markets
  • Participates in industry, community, and civic organizations/programs to market Bank’s products and services
  • Prepares monthly sales tracking/call reports documenting client contacts and generated deposit and loan activity
  • Monitors business climate and reports observations and recommendations to improve competitive position
  • Represents Bank professionally to clients, associates, vendors, and public
  • Embodies the core values of the bank

Requirements

  • High school diploma or GED
  • Bachelor’s degree in business, finance, or related field preferred or equivalent work experience
  • Minimum 10 years of private banking, commercial banking or business development/sales experience
  • Strong knowledge of financial institution policies and procedures
  • Excellent verbal and written communication, sales, and public relations skills
  • Strong community ties and a proven track record of sales/business development success
  • Valid U.S. Driver’s License