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Business Development Manager

2 months ago

Portland Oregon, United States WaFd Bank Full time
Job Summary

The Business Development Manager is a hybrid, results-driven role responsible for sourcing new business relationships and providing high-quality service to WaFd Bank's clients who are high net worth business owners, responsible for sourcing and delivering business and personal credit, treasury services and personal and business depository accounts.

This role requires an understanding of all products and services offered by the bank that serve this client segment and the creation of collaborative working relationships with the Retail Branch Managers to support prospective small business clients.

The Business Development Manager should actively engage with branch employees, create and follow a disciplined marketing effort that includes, but is not limited to; involvement in community organizations, persistent direct calling on prospective businesses and developing/maintaining a robust network.

Applicant should be a career-oriented, articulate individual with strong interpersonal and communication skills who recognizes the long-term opportunities and benefits of relationship management skills.


Along with the key functions listed below, this Business Development Manager will be expected to uphold the value that WaFd Bank places on serving with integrity and simply being nice.

Key Functions:
  • Reflect the corporate values and ethics of Washington Federal, including integrity, teamwork, ownership, simplicity, service and discipline.
  • Serve primarily in an outbound sales position that is designed to drive business and personal deposits, merchant processing, treasury management, small business loans/lines, business loans and high net worth lines.
  • Seeks to develop new business by contacting prospects and clients to sell cross market bank opportunities for Retail branches and Commercial bankers.
  • Participates in community organizations to increase the Bank's visibility and to enhance new business opportunities.
  • Interview loan applicants, collect/analyze financials and related data in order to determine the general credit worthiness of the prospect and the merits of the specific loan request.
  • Obtain information by direct inspection of the applicant's business and or collateral, review of interim financial reports, personal interviews, etc.
  • Assist clients by recognizing opportunities and making appropriate product and service recommendations with a focus on deposit growth and client/portfolio management.
  • Execute strategies and tactics, including offsite prospecting calls, telephone calling, going on joint calls to prospects to expand the high net worth client base and meet production goals.
  • Actively pursue strategies to open new accounts and add client balances to build shareholder value and increase deposit balances under management including managing the portfolio of clients via CRM software and management reports.
  • Ensure high level of customer satisfaction through the delivery of 'concierge' level service, including proactively contacting existing clients and prospects as well as being available to respond to client inquires and requests evenings and weekends with support from the bank's 24/7 call center.
Qualifications:
  • Two to three years of experience in business banking sales and service required.
  • Two years experience in outside business sales development required.
  • Familiarity with commercial lending
  • Previous work in consumer service delivery, or client relations at a high service level
Benefits:
  • Paid time off for vacation, sick days and holidays
  • Health insurance
  • Stock options
  • Bonus programs
  • Generous 7% 401(k) employer matching
  • Paid Parental Leave
  • Life and AD&D insurance
  • Long-term disability
  • Tuition Reimbursement
  • Employee assistance programs
  • Pre-tax health and dependent-care spending plans