Banking Growth & Relationship Specialist

Paylocity; Orange Beach (AL); Hybrid; USD 50,000 - 75,000; Full time

Job summary

Gulf Coast Bank & Trust Company is seeking a Business Development Specialist to support managers and bankers in driving growth. You will identify new business opportunities, strengthen relationships with clients, and expand referral networks to grow deposits and loan production.

Role involves relationship development, outreach, coordination, and administrative support, with travel to events and active participation in community involvement.

Qualifications

• High School Diploma or Equivalent required; Undergraduate degree preferred.
• Thorough understanding of business/financial concepts, terminology, & practices necessary.
• Professional presentation, communication and negotiation skills appropriate to one to one and mass audiences.
• Basic understanding of Microsoft Software products – Word, Excel and Power Point.
• Ability to sell financial services.

Responsibilities

• Assist managers and bankers in growing deposits and loans by identifying new customers and deepening relationships with existing ones.
• Represent Gulf Coast Bank & Trust Company at civic and professional organization events and meetings.
• Develop and maintain client relationships through calls, follow-ups, cold calls, on-site visits, and networking.
• Handle special projects as assigned.
• Monitor and respond to routine client emails.
• Schedule meetings, follow-ups, and track deadlines; manage calendars.
• Assist with email outreach and follow-ups to referral sources.
• Attend networking events and help prepare for business meetings.
• Plan and coordinate small client events and marketing initiatives.
• Maintain a list of recent account openings and loan closings, client wins, and testimonials.
• Research local businesses, industries, and potential referral partners.
• Conduct cold calls to potential referral networks to increase deposit and loan production.
• May be assigned direct sales goals at discretion of management.

Skills

Sales ability

Relationship building

Communication skills

Negotiation

Understanding of financial concepts

Education

High School Diploma or Equivalent

Undergraduate degree preferred

Tools

MS Word

MS Excel

PowerPoint

Job description

Gulf Coast Bank & Trust Company is seeking a Business Development Specialist to support managers and bankers in driving growth. You will identify new business opportunities, strengthen relationships with clients, and expand referral networks to grow deposits and loan production.

Role involves relationship development, outreach, coordination, and administrative support, with travel to events and active participation in community involvement.