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VP, Business Development Relationship Manager
2 months ago
VP, Business Development Relationship Manager
Job Summary:This position will primarily be responsible for developing new business relationships within the community associations industry, while implementing comprehensive banking solutions for new and existing business relationships. To achieve this, it is expected that this individual will develop and execute on a sales plan that focuses on cold calling, in-market event attending, centers of influence development and maintenance, and networking within the community associations industry.
Key Responsibilities:- Represent the bank in the business community and develop relationships with business owners, C-level executives, and centers of influence.
- Build and maintain a list of targeted prospect profiles and strategize and execute a call plan to meet individual and team sales objectives for the bank's various business lines.
- Review and recommend deposit and treasury management products for new business relationships.
- Manage existing business relationships by performing periodic calls and reviews, assisting with service-related requests, deepening relationships by providing product and treasury management solutions, and providing recommendations to other bank resources.
- Monitor market conditions, observe competitor impact, and make recommendations to maintain a competitive advantage.
- Develop and maintain comprehensive knowledge of all commercial products, including loans, cash management, trade service products, and deposits, to facilitate cross-selling and enhance the client experience.
- Organize and maintain key client data in the bank's CRM system.
- Attend meetings, events, trade shows, and conferences to support sales efforts.
- Call on both warm and cold leads as needed.
- Assist with daily job duties and participate in required training courses related to the job.
- Strong communication and organizational skills.
- Details and task-oriented.
- Excellent customer service and sales skills, along with the ability to answer questions related to treasury management products and services, customer accounts, and bank-related materials.
- Basic math skills.
- Basic phone skills, including business and sales etiquette.
- High school education or GED.
- Five to seven years of customer service or sales experience.
- Five plus years of banking experience.
- Five plus years of specific industry experience.
- Over five years' experience working in a sales environment.
- A proven track record of achieving over $20MM in new deposit production annually.
- Experience reviewing banking forms and documents is also a plus.
- Microsoft Office Suite.
- Google Apps.
- Excel.
