Business Development Officer (Select Customer),Sr. jobs in Cincinnati, OH

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)

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WEALTH MANAGEMENT BUSINESS DEVELOPMENT OFFICER - Cincinnati Metro
  • Stock Yards Bank and Trust
  • Cincinnati, OH FULL_TIME
  • 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

    • Conduct new client/prospect/COI research, generate leads and develop prospects.
    • Organize prospect meetings and identify appropriate partners to introduce at initial meeting.
    • Engage in comprehensive financial planning
    • Articulate full capabilities, services and value proposition of SYB Wealth Management & Trust to prospective clients and/or designated liaisons, (e.g., attorney, CPA, et cetera).
    • Maintain current in-depth knowledge of a full range of investment services and trust-oriented services
    • Utilize CRM system to update, maintain, and track prospect data.

    Networking

    • Build a valued personal and corporate profile in the community.
    • Cultivate professional and personal networks to identify and develop prospective new referral relationships
    • Become a trusted advisor
    • Board involvement

    Client Service

    • Assess a prospect’s current financial situation and assist in identifying appropriate solutions to help prospective client attain their wealth objectives.
    • Utilize financial planning tools
    • Organize post-meeting de-briefs and appropriate next steps.
    • Attend client meetings, as needed, to assure the continuity of the relationship to ensure client confidence when referring or adding new business opportunities.
    • Expand existing client relationships.

    Team Building

    • Active engagement in department-specific and bank-wide initiatives in order to expandcapabilities, create solutions to address unmet business needs, improve client experience, or develop more efficient processes.
    • Ability and willingness to contribute to the advancement of team, office and department capabilities.
    • Other duties as required by the position.

    Job Requirements

    The successful candidate will have the following qualifications:

    • Bachelor’s degree required.
    • Advanced degree or professional certification such as CFP, CFTA, CFA, CIMA strongly preferred.
    • Proven track record of progressive wealth or investment management development experience and/or significant business development or management experience.
    • Minimum of five years’ experience required.
    • Analytical and sales skills to relate individual client asset situations to specific capabilities, services and Stock Yards Bank value proposition.
    • Excellent communication, interpersonal, and presentation skills and an ability to self-source.
    • Ability to be a self-starter, with solid organizational skills and process.
    • Proven decision-making and analytical skills.

    Benefits

    • 401(k) with a company match of up to 6%
    • ESOP employer match
    • Medical insurance
    • Dental insurance
    • Vision insurance
    • Cancer / Disease insurance
    • Accident insurance
    • Flexible Spending Accounts
    • Health Savings Accounts
    • Humana Go365 Wellness & Rewards Program
    • Bank paid Life / AD& D insurance
    • Voluntary Life / AD&D insurance
    • Bank paid Short-Term and Long-Term Disability insurance
    • Employee Stock Purchase Plan
    • Employee Assistance Program

    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)

  • 20 Days Ago

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WEALTH MANAGEMENT BUSINESS DEVELOPMENT OFFICER - Cincinnati Metro
  • Careers at Stock Yards Bank & Trust Co.
  • Cincinnati, OH FULL_TIME
  • 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 ce...
  • 21 Days Ago

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SBA Business Development Officer (Cincinnati Ohio Market)
  • U.S. Bank National Association
  • West Chester, OH FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 2 Days Ago

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SBA Business Development Officer (Cincinnati Ohio Market)
  • 300 U.S. Bank National Association
  • West Chester, OH FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 1 Month Ago

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Part Time Business and Industry Training Development Coordinator
  • Butler Technology and Career Development School
  • Hamilton, OH PART_TIME
  • | POSITION Part Time Business & Industry Training Development Coordinator | LOCATION Lesourdsville Campus | GENERAL DESCRIPTION The Training Development Coordinator will assist in the development and ...
  • 18 Days Ago

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Business Development
  • Waibel Energy Systems
  • Cincinnati, OH FULL_TIME
  • POSITION DESCRIPTION The Business Development Leader reports to the Business Development Manager and works closely with Account Managers, Service Operations, Client Services, Contracting, and Accounti...
  • Just Posted

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0 Business Development Officer (Select Customer),Sr. jobs found in Cincinnati, OH area

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Business Development Representative
  • Four Facet Services
  • Florence, KY
  • Job Description Job Description 4Facet Services builds brands and reputations for clients. We start conversations, build...
  • 3/28/2024 12:00:00 AM

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Business Development Representative
  • Talento Search Group
  • Williamstown, KY
  • Job Description Job Description Talento Search Group has an opening for a Business Development Representative in William...
  • 3/28/2024 12:00:00 AM

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Account Manager / Business Development Representative
  • FASCOR Inc.
  • Cincinnati, OH
  • Job Description Job Description This position is responsible for the development of and maintaining relationships betwee...
  • 3/28/2024 12:00:00 AM

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Business Developer
  • Hays and Sons Construction Inc.
  • Cincinnati, OH
  • Job Description Job Description Hays and Sons is a full service Disaster Restoration company with over 40 years' experie...
  • 3/27/2024 12:00:00 AM

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Business Development Manager
  • Paul Davis
  • Covington, KY
  • Paul Davis is an industry leader in restoration and reconstruction for insurance providers and commercial properties thr...
  • 3/27/2024 12:00:00 AM

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Business Development Manager
  • Corvus Janitorial Systems
  • Cincinnati, OH
  • Job Description Job Description Corvus Janitorial Systems of Cincinnati, an industry leader in Commercial / Environmenta...
  • 3/27/2024 12:00:00 AM

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VP Business Development
  • Healthcare Highways, Inc.
  • Cincinnati, OH
  • Job Description Job Description Job Description: The Business Development Representative is responsible for revenue grow...
  • 3/25/2024 12:00:00 AM

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Business Development Manager
  • Kirco Management Services LLC
  • Cincinnati, OH
  • Job Description Job Description KIRCO/SKMM is seeking a motivated and entrepreneurial Business Development professional ...
  • 3/24/2024 12:00:00 AM

Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Business Development Officer (Select Customer),Sr. jobs
$125,089 to $154,393
Cincinnati, Ohio area prices
were up 1.1% from a year ago