Business Development Officer
Job Description
Job Description
Summary:
Responsible for servicing current business customers in the areas of deposits, merchant services, remote deposit capture, and cash management. Focuses on customer retention by resolving problems quickly, displaying a courteous and helpful demeanor and identifying needs. Is knowledgeable of the businesses' within the market. Conducts outbound calling efforts and identifies sales opportunities through the acquisition of new customers and deepening current relationships through cross sells. Travels throughout the branch network consulting with current and targeted customers in regards to their business banking needs.
Qualifications:
Education: Bachelor's degree. Or equivalent combination of education and experience.
Licenses/Certifications: ACH accreditation and a valid Ohio's drivers license.
Experience: Five years of related banking and/or sales experience and/or training.
Essential Functions:
A: Job Specific:
- Prospects markets for potential businesses in need of depository services.
- Profiles customers and recommends appropriate products. Meets sales quotas as assigned.
- Cross sells deposit products to commercial loan customers and consumers.
- Develops cash management standards for businesses to include: ACH, remote deposit capture, on-line banking, account maintenance and automated payment processing methods.
- Maintains relationships with current customers via phone and/or personal visits. Develops working relationship, identify needs and recommends solutions.
- Resolves customer issues, educates and answers questions pertaining to services and products.
- Responsible for acquiring new customers and maintaining retention standards.
- Ensures documentation, forms and correspondence are complete, accurate and submitted in a timely fashion.
- Completes due diligence assessments for remote deposit capture.
- Represents Sutton Bank at business functions and meetings.
- Serves as a resource for branches and loan personnel. Refers business to these partners.
- Meets and/or exceeds the personal and team sales goals through effective outbound calling efforts while achieving minimum standard requirements i.e. productivity, compliance, courtesy and working knowledge of products.
- Meets specific number of appointments set. Maintains specific percentage of appointments which result in a meeting between the Business Banking Officer and the customer.
- Responsible for acquiring new clients through referrals and by calling on "targeted" prospects and referral sources.
Knowledge/Skills/Abilities:
- The ability to communicate effectively and clearly, both in verbal and written communications.
- Excellent interpersonal skills.
- Strong knowledge of the business area that is being supported.
- Self-directed and motivated.
- The ability to manage multiple tasks.
- Excellent problem-solving skills.
- Ability to calculate figures as it relates to accounting processes.
Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, pregnancy or protected veteran status.
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