Business Development Officer (Select Customer),Sr. develops and implements select customer referral strategies in order to increase client satisfaction and portfolio growth for affluent professional customers. Responsible for initial relationship and follow-up with prospects. Being a Business Development Officer (Select Customer),Sr. represents the bank to current and prospective customers and communicates directly with them. Develops and executes marketing and sales strategies according to business objectives. Additionally, Business Development Officer (Select Customer),Sr. prepares and presents sales results to top management. Retains and expands existing customer relationships and acquires new customers. Typically requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Business Development Officer (Select Customer),Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Business Development Officer (Select Customer),Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
As a Wealth Management Business Development Officer aka a New Business Development Officer you will be responsible for developing referral opportunities from retail and commercial bank partners and centers of influence, combined with direct prospecting activity sourced from your personal and professional networks. The successful applicant will be resourceful, organized and motivated to look for new and creative ways to market our services and increase revenue.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Business Development and Prospecting
Networking
Client Service
Team Building
Job Requirements
The successful candidate will have the following qualifications:
Benefits
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, and type. The noise level in the work environment is usually moderate
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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