VP/Association Services Business Development Officer

3 weeks ago

Miami, United States Bank OZK Full time

Job Purpose & Scope:

Responsible for the development and retention of business within the Community Association industry in assigned territory. Collaborates with external and internal resources (i.e., referral sources, business partners, prospects) to provide Association Services expertise in a consultative manner while maintaining awareness of risk and a client-focused perspective.

Essential Job Functions:
  1. Schedules and completes calls on existing clients and prospects to develop new Association Services business and to maintain existing business.
  2. Prepares and presents account analysis reviews and Association Services presentations, as appropriate.
  3. Meets with client managers/branches and other business partners to review their key relationships and explore new prospects.
  4. Develops and maintains relationships with all key clients.
  5. Meets with clients through personal calling efforts, referrals, and other contacts to discuss business needs and recommend ways in which the Bank can meet their needs.
  6. Maintains awareness of local competition and market pricing for Association Services.
  7. Shares knowledge as a subject matter expert and mentors others on the team.
  8. Reviews new product and product enhancement information with internal business partners, as appropriate.
  9. Maintains awareness of trends and new developments in the field of association services management through attendance at trade shows and related seminars.
  10. Assesses clients business strengths, weaknesses, and key issues to develop sales strategies and plans and recommend new products and services necessary to meet client demands.
  11. Analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  12. Maintains knowledge and understanding of clients businesses and their specific needs.
  13. Regularly exercises discretion and judgment in the performance of essential job functions.
  14. Maintains good attendance and punctuality to work.
  15. Follows Bank policy, procedures, and guidelines.
Knowledge, Skills & Abilities:
  1. Knowledge of the Community Association industry from a practitioners and/or bankers perspective.
  2. Knowledge of selling and closing techniques.
  3. Ability to interact with all levels of staff in a client environment.
  4. Ability to share knowledge and experience with others in a manner that is easily understood and processed.
  5. Ability to build and maintain effective work relationships with customers, vendors, and employees.
  6. Ability to prioritize and manage multiple projects and tasks simultaneously, with deadlines and minimal supervision.
  7. Ability to understand and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  8. Ability to demonstrate understanding of economic, financial, industry, and organizational data.
  9. Ability to prepare and create routine reports and correspondence.
  10. Ability to communicate effectively both verbally and in writing.
  11. Ability to communicate effectively with groups of customers or employees of organization.
  12. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
  13. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  14. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  15. Ability to produce detailed, accurate, thorough, and timely work.
  16. Ability to demonstrate effective business development skills.
  17. Ability to establish and fulfill customer commitments in a timely manner.
  18. Ability to work within a team or one-on-one sales environment.
  19. Ability to travel for business purposes, as needed.
  20. Skill in using computer, including Microsoft Word, PowerPoint, and Excel.
Basic Qualifications:
  1. Bachelor degree in business or related field, or commensurate work experience, required.
  2. 3+ years business development experience, required.
  3. 1+ years of work experience in community association products, required.


Job Expectations:

Job Expectations:Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

#DNP

EEO Statement:

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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