Associate ll, Business Development

firstnational; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

FirstNational is seeking a Business Development Strategy & Project Management professional to support growth across AG, CRE, and Corporate/Specialty leaders. You will coordinate initiatives with senior leaders, Relationship Managers, and cross-functional teams to drive programs, events, and customer engagement from planning through execution.

The role requires strong project management, communication, organization, and relationship-building skills, with the ability to manage multiple priorities

Qualifications

• Strong project management, communication, organization, and relationship-building skills.
• Ability to independently manage multiple priorities and lead initiatives from planning through execution.

Responsibilities

• Partner with AG, CRE and Corporate/Specialty leaders and Relationship Managers to develop and execute business development priorities and initiatives across assigned banking verticals.
• Lead and manage multiple business development projects simultaneously, coordinating stakeholders, timelines, deliverables, and follow-through from planning through completion.
• Lead and facilitate business development meetings and working sessions, including scheduling, agenda development, meeting preparation, facilitation, documentation, and follow-up.
• Coordinate cross-functional meetings and initiatives to align teams on priorities, projects, events, and business development opportunities.
• Conduct research and provide data, insights, recommendations, and resources to support business development strategies and decision-making.
• Identify opportunities to improve processes, tools, resources, and business development practices.
• Lead the planning and execution of customer, prospect, networking, community, conference, and business development events from strategy through post-event follow-up.
• Partner with AG, CRE and Corporate / Specialty leaders and Relationship Managers to establish event objectives, target audiences, content direction, and desired customer and business outcomes.
• Manage event logistics, including venues, vendors, invitations, registration, attendee communications, hospitality, AV, promotional materials, speakers, and day-of execution.
• Develop agendas, briefing materials, communications, and other content to support customer and prospect engagement.
• Track participation and evaluate event effectiveness to identify opportunities for future engagement and business development.
• Serve as a key liaison between Business Development, Business Segment Marketing, Enterprise Marketing, Brand, Creative, and other internal partners.
• Coordinate the development of marketing materials, presentations, event communications, digital content, sponsorship assets, and other customer-facing resources.
• Provide business direction and context to marketing partners to ensure initiatives align with business priorities, target audiences, and customer needs.
• Support strategic marketing and brand initiatives that strengthen customer relationships, increase awareness, and support business development objectives.
• Develop, maintain, and forecast business development budgets for AG, CRE, and Corporate/Specialty teams and verticals.
• Track expenses, commitments, sponsorships, event costs, and budget utilization, providing leaders with visibility into financial performance and future needs.
• Monitor sponsorships, memberships, conference participation, renewals, and related business development opportunities.
• Coordinate procurement, vendors, contracts, purchasing, promotional materials, and other resources necessary to support business development activities.
• Evaluate investments and opportunities based on business priorities, audience, cost, and potential value.
• Serve as a key resource for Salesforce and business development tools, processes, reporting, and best practices.
• Support Relationship Managers and AG, CRE and Corporate/Specialty leaders with Salesforce training, data management, reporting, and effective system utilization.
• Develop and distribute reports and insights related to pipeline, referrals, prospecting, cross-selling, and other business development activities.
• Analyze internal and external data and research to identify opportunities and inform business development decisions.
• Identify opportunities to improve data quality, reporting, tracking, and business development processes.
• Build strong relationships with AG, CRE and Corporate/Specialty leaders, Relationship Managers, Marketing, Brand, Creative, Finance, Procurement, Compli

Job description

Summary of the Job

Support the strategic growth and business development objectives of the AG, CRE, Corporate/Specialty leaders by coordinating business development initiatives, events, marketing programs, customer engagement activities, and strategic projects across multiple banking verticals. This role serves as a key business development partner to senior leaders and Relationship Management teams, connecting business priorities with marketing, customer engagement, data, events, and cross-functional resources to drive successful execution.

The role requires strong project management, communication, organization, and relationship-building skills, with the ability to independently manage multiple priorities and lead initiatives from planning through execution.

About This Role

Business Development Strategy & Project Management

• Partner with AG, CRE and Corporate/Specialty leaders and Relationship Managers to develop and execute business development priorities and initiatives across assigned banking verticals.
• Lead and manage multiple business development projects simultaneously, coordinating stakeholders, timelines, deliverables, and follow-through from planning through completion.
• Lead and facilitate business development meetings and working sessions, including scheduling, agenda development, meeting preparation, facilitation, documentation, and follow-up.
• Coordinate cross-functional meetings and initiatives to align teams on priorities, projects, events, and business development opportunities.
• Conduct research and provide data, insights, recommendations, and resources to support business development strategies and decision-making.
• Identify opportunities to improve processes, tools, resources, and business development practices.

Event & Customer Engagement

• Lead the planning and execution of customer, prospect, networking, community, conference, and business development events from strategy through post-event follow-up.
• Partner with AG, CRE and Corporate / Specialty leaders and Relationship Managers to establish event objectives, target audiences, content direction, and desired customer and business outcomes.
• Manage event logistics, including venues, vendors, invitations, registration, attendee communications, hospitality, AV, promotional materials, speakers, and day-of execution.
• Develop agendas, briefing materials, communications, and other content to support customer and prospect engagement.
• Track participation and evaluate event effectiveness to identify opportunities for future engagement and business development.

Marketing & Brand Partnership

• Serve as a key liaison between Business Development, Business Segment Marketing, Enterprise Marketing, Brand, Creative, and other internal partners.
• Coordinate the development of marketing materials, presentations, event communications, digital content, sponsorship assets, and other customer-facing resources.
• Provide business direction and context to marketing partners to ensure initiatives align with business priorities, target audiences, and customer needs.
• Support strategic marketing and brand initiatives that strengthen customer relationships, increase awareness, and support business development objectives.

Budget, Sponsorship & Resource Management

• Develop, maintain, and forecast business development budgets for AG, CRE, and Corporate/Specialty teams and verticals.
• Track expenses, commitments, sponsorships, event costs, and budget utilization, providing leaders with visibility into financial performance and future needs.
• Monitor sponsorships, memberships, conference participation, renewals, and related business development opportunities.
• Coordinate procurement, vendors, contracts, purchasing, promotional materials, and other resources necessary to support business development activities.
• Evaluate investments and opportunities based on business priorities, audience, cost, and potential value.

Salesforce, Data & Business Development Operations

• Serve as a key resource for Salesforce and business development tools, processes, reporting, and best practices.
• Support Relationship Managers and AG, CRE and Corporate/Specialty leaders with Salesforce training, data management, reporting, and effective system utilization.
• Develop and distribute reports and insights related to pipeline, referrals, prospecting, cross-selling, and other business development activities.
• Analyze internal and external data and research to identify opportunities and inform business development decisions.
• Identify opportunities to improve data quality, reporting, tracking, and business development processes.

Cross-Functional Leadership & Collaboration

• Build strong relationships with AG, CRE and Corporate/Specialty leaders, Relationship Managers, Marketing, Brand, Creative, Finance, Procurement, Compli