Business Development Officer

5 days ago

Brookfield, Wisconsin, United States First Business Bank Full time
Overview

At First Business Bank, we're committed to putting people first and driving success through our team's ambition, experience, and client focus. As a Business Development Officer - Treasury & Deposits, you'll play a pivotal role in driving new deposit and treasury service relationships to the Bank. Through self-sourcing, prospecting, and strategic business development efforts, you'll promote First Business Bank, enhance brand awareness, and actively engage with the community through service, networking, and professional associations.

Key Responsibilities
  • Utilize bank-generated targeted lists of prospects to focus on self-sourcing new deposit relationships for the Bank.
  • Develop specific calling and outreach sales strategies in alignment with targeted lists.
  • Effectively utilize Salesforce to track and log calls, manage pipelines, and build prospect and COI lists.
  • Actively nurture referral networks to generate prospect and new business opportunities.
  • Review and analyze prospective client information (financial statements, financial projections, business plans, etc.) and make informed decisions on which prospects to recommend the Treasury Management team pursue further.
  • Develop a strong knowledge of treasury management and deposit products and services to ensure the ability to confidently meet sales objectives.
  • Gain understanding of all products and services offered by First Business Bank, to include private wealth management and specialty finance, building relationships with key individuals within each area to help in future internal referral opportunities.
  • Participate in community and business events to build brand and market awareness demonstrating a positive image for the Bank within the WI regions.
Qualifications
  • 5+ years of demonstrated success in a sales and new business generation role; selling relationship-based products and services, preferred.
  • Demonstrated success in self-sourcing clients through individual calling and networking.
  • Prior experience in banking or financial services, preferred, but not required.
  • Results-oriented with a focus on meeting and exceeding sales targets.
  • Ability to analyze and understand personal and business financial statements.
  • Excellent communication skills and confidence in communicating the Bank's story and value proposition.

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