Job Details
JobID: 210517962
Category: Sales/Mktg Global Population
JobSchedule: Full time
Posted Date: 2024-05-28T13:10:57+00:00
JobShift:
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You are customer focused, enjoy building relationships and providing financial advice to your clients. A Business Development Officer role is for you.
As a Business Development Officer in Middle Market Banking, you are responsible for growing and retaining profitable relationships, while championing a culture of innovation and a customer centric mindset.
The Business Development Officer (BDO) is responsible for generating high-quality sales leads for middle market bankers by engaging prospective clients in meaningful dialogue about their banking needs and identifying opportunities to create mutually-beneficial relationships. They engage with local market teams remotely, or in person at times, to proliferate a persistent, productive relationship that is beneficial for regional business development needs.
Job Responsibilities:
* Research prospects to determine optimal points of contact, stay abreast of key events influencing banking needs, and formulate a strategic approach to win new relationships for the Commercial Bank
* Employ a myriad of tactics such as cold-calls, emails, event invitations, and targeted marketing campaigns to establish and maintain contact quarterly with a portfolio of 800-1,000 prospects
* Develop relationships with qualified prospects with $20MM - $100MM in sales in assigned markets and identify opportunities to introduce bankers as appropriate
* Pursue broad and ongoing Commercial Bank product education to remain conversant in the features and benefits of our full suite of offerings including treasury, credit, retirement planning, investment banking, and more
* Align closely with partners across the firm to appropriately prioritize prospects, share best practices, leverage competitive intelligence, and evolve strategy as needed
* Maintain thorough records of our activities with each prospect to ensure fluidity of communication with multiple touch points across the bank
Required Qualifications, Capabilities and Skills:
* 5+ years in sales or business development within the financial services industry
* Strong interpersonal and communication skills, particularly over the phone and in writing
* Comfort establishing relationships remotely via phone and email
* Highly proactive, persistent, tenacious, nimble, and creative
* Ability to travel to markets and sales meetings, as appropriate
Preferred Qualifications, Capabilities and Skills:
* Bachelors degree preferred
* Business-to-business sales experience a plus
* Final officer title and Job grade to be determined at time of offer, may be different than posting