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Relationship Development Specialist
2 months ago
As a key member of the First Foundation Bank team, the successful candidate will be responsible for driving new deposit and commercial loan sales volume through the development of profitable individual relationships in a dynamic sales environment.
Key Responsibilities- Generate profitable commercial and individual sales volume derived from the Bank's client base, new clients, and other referral sources.
- Identify, acquire, and grow new business and personal deposit balances, and expanded business relationship opportunities.
- Prospect new business opportunities by consulting with individuals and business owners to provide financial solutions, including trust banking and insurance services provided by the Bank, and to identify referral opportunities for First Foundation Advisor services.
- Assess, profile, and analyze structures and negotiate terms and prices for deposit requests.
- Present loan proposals for credit approval that meet the Bank's financial and risk guidelines based on risk and value of the relationship to the Bank.
- Propose customized packages of financial products and services to clients to diversify their use of services provided by the Bank.
- A high school diploma or equivalent is required; a bachelor's degree is preferred, or a combination of education and experience.
- A minimum of 3-5 years of sales experience to individuals and businesses with a proven track record of exceeding sales expectations.
- A working knowledge of financial statement interpretation applied to business accounting and finance principles.
- A working knowledge of business finances, with a demonstrated understanding of small business operations and financial consulting.
- A knowledge of banking products and services is required.
- Excellent interpersonal relationship, presentation, and communication skills.
- Exceptional sales, analytical, and business development skills.
- Exceptional verbal and written communication skills.
First Foundation Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity, or any other characteristic protected by law.