Commercial Deposit Officer
Found in: Resume Library US A2 - 2 weeks ago
The successful candidate will be responsible for acquiring and managing high revenue clients, with a focus on net new client deposit acquisition. This role requires a deep understanding of complex financial products and the ability to build and maintain strong relationships with high-value clients. Exposure to a diverse mix of companies from $5 Million to $20 Million in revenue. Reviewing RFPs' and developing and implementing strategies to acquire high revenue clients, focusing on deposit acquisition. Build and maintain strong relationships with clients, understanding their financial needs and offering tailored solutions. This position will be highly focused on the acquisition of net new deposit relationships, Treasury Management products and services. Ability to analyze market trends and identify opportunities for growth The primary customer focus is non-borrowing business clients within the defined geographic market(s).
Responsibilities:
Meet assigned production goals. Actively sell the Bank's business products and services in a professional manner through an established number of pre-arranged, well-planned outside sales calls on a weekly basis with follow-up as needed to gain and optimize the business relationship. Primary focus is on net new, non-borrowing business/commercial relationships. Refer potential loan clients as necessary to business partners. Ability to analyze market trends and identify opportunities for growth.
Provide information to customers concerning deposit products; collect appropriate data. Answer questions and problem resolution for customers concerning all services provided by the Bank; identify/own the problem, collect data, secure answers and report results to the inquiring party and work with other branch teammates or other bank associates as necessary; and practice the Sundown Rule (i.e., return calls, respond to the customer within the day, etc.) when possible or provide update. Conduct regular relationship reviews to ensure their financial goals are being met and identify future needs.
Service Standards - Foster collaborative partnerships with internal partners that deliver value for customers, prospects and colleagues. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for ways to optimize performance by seeking training, coaching, supporting Bank initiatives and leveraging banks tools to enhance activities.
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance. Ensure compliance with all regulatory requirements in all client interactions. Provide regular reports to senior management on client acquisition and revenue growth and maintain an accurate pipeline.
Qualifications:
Bachelor's Degree and 4 years of experience in Financial Services or business development OR High School Diploma or GED and 8 years of experience in Financial Services or business developmentLicense or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. (required) Required Skill(s): Strong Business Development, Financial Literacy, Networking & Established Centers of Influence, Knowledge of Retail Banking products and services, Knowledge of business deposit and treasury management solutions
-
Commercial Deposit Officer
Found in: beBee S US - 3 weeks ago
Charlotte, United States First Citizens Bank Full timeOverview: The successful candidate will be responsible for acquiring and managing high revenue clients, with a focus on net new client deposit acquisition. This role requires a deep understanding of complex financial products and the ability to build and maintain strong relationships with high-value clients. Exposure to a diverse mix of companies from $5...
-
Commercial Deposit Officer
Found in: Careerbuilder One Red US C2 - 5 days ago
Charlotte, NC, US First Citizens Bank Full timeOverviewThe successful candidate will be responsible for acquiring and managing high revenue clients, with a focus on net new client deposit acquisition. This role requires a deep understanding of complex financial products and the ability to build and maintain strong relationships with high-value clients. Exposure to a diverse mix of companies from $5...
-
GPS Liquidity, Deposit
Found in: beBee jobs US - 7 days ago
Charlotte, North Carolina, United States Bank of America Full timeJob Description:The Liquidity Product Team in GPS is responsible for managing over $500B of corporate and commercial deposits across ~40 different currencies. The team covers deposit strategy, deposit pricing, deposit appetite, product development and product management - including sweeps, zero balance accounts, physical cash concentration and multi-currency...
-
GPS Liquidity, Deposit
Found in: beBee S US - 2 weeks ago
Charlotte, United States Bank of America Full timeJob Description:The Liquidity Product Team in GPS is responsible for managing over $500B of corporate and commercial deposits across ~40 different currencies. The team covers deposit strategy, deposit pricing, deposit appetite, product development and product management - including sweeps, zero balance accounts, physical cash concentration and multi-currency...
-
GPS Liquidity, Head of Deposit
Found in: beBee jobs US - 7 days ago
Charlotte, North Carolina, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Commercial Loan Officer
1 week ago
North Richland Hills, United States Legend Bank Full timePRIMARY FUNCTION The Commercial Loan Officer is responsible for managing and growing profitable lending relationships for the Bank. The Loan Officer will hold the responsibility of ensuring that goals are met, cultivate business prospects and opportunities that result in new loan and deposit relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES Solicits and...
-
Sales Support Specialist
Found in: Resume Library US A2 - 2 weeks ago
Pinehurst, North Carolina, United States First Citizens Bank Full timeOverview: First Citizens Bank has an opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team partnering with Commercial and/or Business...
-
Counsel – General Bank Lending
Found in: Resume Library US A2 - 2 weeks ago
Raleigh, North Carolina, United States First Citizens Bank Full timeOverview: In this role, you will be part of the Bank Operations legal support team, which provides counsel to the Bank’s general bank franchise, which includes over 500 full-service branches in 22 states and a wide array of business and industry financial services. The primary focus of your role as the Counsel-General Bank Lending attorney will be to...
-
Commercial Resolution Officer I
Found in: Resume Library US A2 - 2 weeks ago
Raleigh, North Carolina, United States First Citizens Bank Full timeOverview: This position is responsible for managing a small portfolio of problem loans. Evaluates credit risk, restructures loans, and resolves problems credits while minimizing losses. Works closely with borrowers, local bankers, and attorneys to facilitate resolution. Prepares and presents reporting to Bank management as...
-
Commercial Banker
2 weeks ago
Charlotte, United States Dogwood State Bank Full timeJoin Dogwood, a North Carolina state-chartered community bank recently named as a Best Employer in North Carolina for 2023! Dogwood has had immense success in recent years with a passion for serving our customers and communities. As a vital asset to Dogwood, our team members play a crucial role in delivering exceptional financial services through our...
-
GPS Liquidity, Head of Deposit
Found in: beBee S US - 2 weeks ago
Charlotte, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
GPS Liquidity, Head of Deposit
2 weeks ago
Charlotte, United States Disability Solutions Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Commercial Resolution Officer I
4 days ago
Raleigh/North Carolina/US First Citizens Bank Full timeOverview: This position is responsible for managing a small portfolio of problem loans. Evaluates credit risk, restructures loans, and resolves problems credits while minimizing losses. Works closely with borrowers, local bankers, and attorneys to facilitate resolution. Prepares and presents reporting to Bank management as appropriate. Responsibilities:...
-
North Palm Beach, United States Cohen Commercial Management LLC Full timeJob DescriptionJob DescriptionSummary:Are you a seasoned accounting and finance professional with a proven track record of excellence? Do you hold a Bachelor's degree in Accounting, coupled with a deep understanding of full-cycle property accounting? We're on the lookout for an adept Senior Commercial Property Accountant to take the helm of our...
-
Commercial Property Accountant w/Yardi Voyager
2 weeks ago
North Palm Beach, United States Cohen Commercial Management LLC Full timeJob DescriptionJob DescriptionSummary:Are you a seasoned accounting and finance professional with a proven track record of excellence? Do you hold a Bachelor's degree in Accounting, coupled with a deep understanding of full-cycle property accounting? We're on the lookout for an adept Senior Commercial Property Accountant to take the helm of our...
-
Deposit Product Pricing Manager
Found in: beBee jobs US - 2 days ago
Charlotte, North Carolina, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Senior Commercial Property Manager
2 weeks ago
North Palm Beach, United States Cohen Commercial Management LLC Full timeJob DescriptionJob DescriptionJob DescriptionOur team of fun, energetic, results-driven professionals is seeking a Senior Property Manager to join our family.MAIN JOB PURPOSE:Commercial Property Management - Assist in all aspects with the Property Management of commercial shopping centers/office buildings/condo associations and other related...
-
Raleigh/North Carolina/US First Citizens Bank Full timeOverview: This position manages a complex loan portfolio of problem relationships. Evaluates credit risk, financial statements, and loan collateral to develop and execute resolution strategies. Approves modifications, renewals, or other status changes to restructure loans appropriately after evaluations. Coordinates with borrowers, legal counsel, and other...
-
Sales Support Specialist
Found in: Resume Library US A2 - 2 weeks ago
Greenville, South Carolina, United States First Citizens Bank Full timeOverview: First Citizens Bank has an opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team partnering with Commercial and/or Business...
-
Director of Payables and Commercial Card
Found in: Resume Library US A2 - 2 weeks ago
Raleigh, North Carolina, United States First Citizens Bank Full timeOverview: This position leads strategic efforts to optimize the long term profitability and competitiveness of the Bank's products and services. Implements enhancement strategies for associated product lines and directs teams managing the product lifecycle. Manages key performance metrics, develops, and executes pricing strategies to maximize balance sheet...
