Hybrid Private Banking Business Development Officer – Senior

Posted 25 minutes ago

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About the role

  • Develops new deposit and treasury management relationships for small and midsize businesses, achieving goals in deposit and revenue growth while supporting the bank’s CRA efforts.

Responsibilities

  • Participates in new business development activities with prospective and existing clients to increase market share and achieve growth targets in deposits, wealth and revenue.
  • Supports the bank’s target verticals including professionals, Not-For-Profit, Family-owned businesses, VC/PE, Medical/Dental.
  • Collaborates with other business partners to enhance each relationship and deliver a private bank experience.
  • Refers clients and prospects to Commercial Lending, Wealth Management, Treasury Services, Residential Lending, as appropriate.
  • Maintains an extensive knowledge of all deposit, lending and treasury management solutions to serve as a “trusted advisor” to our clients.
  • Assists Bank in meeting its goals of sales and service by providing highest level of client service.
  • Contributes to new product development designed to increase Bank’s penetration of target clients and markets.
  • Participates in industry, community, and civic organizations/programs to market and promote Bank’s products and services.

Requirements

  • High school diploma or GED.
  • Bachelor’s degree in business, finance, or related field preferred or equivalent work experience.
  • Minimum 10 years of private banking, commercial banking or business development/sales experience.
  • Strong knowledge of financial institution policies and procedures.
  • Excellent verbal and written communication, sales, and public relations skills.
  • Strong community ties and a proven track record of sales/business development success.
  • Valid U.S. Driver’s License.

Benefits

  • Comprehensive compensation plans
  • Total Rewards benefits program that includes medical, dental, vision, life and disability insurance
  • Retirement
  • Vacation
  • Tuition reimbursement

Job title

Private Banking Business Development Officer – Senior

Job type

Experience level

SeniorLead

Salary

$121,964 - $200,369 per year

Degree requirement

Bachelor's Degree

Location requirements

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