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About the role
Key responsibilities & impact- Active prospecting, self-sourcing business, building a book from the ground up, and driving new client acquisition.
- Build, develop, enrich and manage new and existing relationships with business clients.
- Deliver financial expertise and client-centric solutions that build strong, long-term relationships.
- Assess and attend to clients' banking needs.
- Educate clients on available deposit and loan products and services.
- Recommend financial solutions based on each client’s unique goals and needs.
- Partner and collaborate effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- Four to five years of relevant experience
- Knowledge of local market
- Strong business-to-business sales skills, with the ability to independently source and grow a book of business
- Strong business development acumen, grounded in effective sales practices and process discipline
- Strong interpersonal and collaboration skills, with the ability to partner across multiple business lines
- Proven track record onboarding and retaining businesses with annual revenues between $2.5MM and $50MM
- Consistent track record of meeting measurable performance goals across quantitative and qualitative metrics
- Excellent presentation, verbal and written communication skills
- Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Client Needs AssessmentFinancial Solutions RecommendationMarket KnowledgeSales PracticesPerformance Goal Achievement
Soft Skills
Interpersonal SkillsCollaboration SkillsCommunication Skills
Certifications
Bachelor's Degree
