Business Development Officer

TAB Bank; Ogden, Northern (UT, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Onsite Gym

Tuition Reimbursement

Paid Holidays

401(k)

Paid Time Off (PTO)

Employee Assistance Program (EAP)

Medical, Dental, Vision, Life and AD&D

Job summary

TAB Bank is seeking a results-driven sales professional in Ogden, UT to originate and structure asset-based lines of credit, factoring, and related treasury services for small and mid-size businesses.

You will build and maintain a robust referral network, present tailored financial solutions, and guide deals through due diligence while meeting quarterly targets. Travel weekly to meet clients and referral sources as needed.

Qualifications

• Bachelor’s degree or equivalent industry-specific experience.
• Proven track record in sales within the Factoring and Asset-Based Lending (ABL) industry.
• Strong commercial and business acumen with 5+ years’ experience in sales, credit analysis, finance, commercial lending, marketing, underwriting, M&A, or accounting.

Responsibilities

• Drive direct sales efforts targeting small and medium-sized businesses, delivering tailored financial solutions.
• Build and maintain a strong referral network with lenders, professional firms, and industry partners.
• Conduct sales presentations and onboard new clients, ensuring a seamless customer experience with TAB products and services.
• Consistently achieve or exceed quarterly sales targets through proactive business development and relationship management.
• Develop in-depth knowledge of TAB’s product portfolio to identify cross-selling opportunities.

Skills

Sales

Negotiation

Closing deals

Relationship building

Travel weekly

Education

Bachelor's degree

5+ years experience in related sales roles

Tools

Salesforce

Microsoft Office

Job description

TAB OGDEN
4185 HARRISON BLVD
SUITE 200
OGDEN, UT 84403, USA

Description

Looking for candidates residing in Dallas, TX or the Midwest area.

Specializing in the sale of asset-based lines of credit (ABL), factoring, treasury services, and equipment financing. Responsible for building and maintaining a robust network of contacts to ensure a consistent pipeline of deals. Achieve and exceed sales targets by originating, structuring, and negotiating complex financial transactions. Drive business growth through proactive prospecting, cultivating new client relationships, and strengthening existing partnerships. Support the closing process as needed and manage administrative tasks related to the role.

Essential Duties and Responsibilities:

• Drive direct sales efforts targeting small and medium-sized businesses, delivering tailored financial solutions to meet their needs.
• Build and maintain a strong referral network, including lenders, professional firms, and industry partners, to generate consistent business opportunities.
• Conduct sales presentations, support the onboarding of new clients, and provide comprehensive assistance to ensure a seamless customer experience with TAB products and services.
• Consistently achieve or exceed quarterly sales targets through proactive business development and relationship management.
• Develop in-depth knowledge of TAB’s product portfolio to identify and promote cross-selling opportunities to clients and prospects.
• Analyze financial structures and craft customized proposals for prospective transactions.
• Negotiate terms and conditions of sales agreements to align with client needs and company objectives.
• Guide opportunities through the due diligence and approval process, ensuring timely and effective communication with prospects and referral sources.
• Maintain accurate and up-to-date records in CRM to track progress and manage pipelines.
• Identify target markets and develop strategies to effectively segment and penetrate them.
• Cultivate relationships with referral sources to expand business opportunities and strengthen partnerships.
• Evaluate risk/reward profiles by conducting thorough financial, collateral, and operational analyses.
• Perform additional duties as assigned to support team and organizational goals.

Education and Experience Requirements:

• Bachelor’s degree or equivalent industry-specific experience.
• Proven track record in sales within the Factoring and Asset-Based Lending (ABL) industry.
• Strong commercial and business acumen, developed through 5+ years of experience in a combination of roles such as sales, credit analysis, finance, commercial lending, marketing, underwriting, mergers and acquisitions, or accounting.

Knowledge, Skills, and Abilities Requirements:

• Exceptional skills in selling, negotiating, and successfully closing complex transactions.
• Established and extensive referral network within the ABL and factoring industry.
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM tools such as SalesForce.
• Strong ability to analyze and interpret company financial statements to assess creditworthiness and risk.
• Willingness to travel weekly to meet with referral sources, prospects, and clients to build and maintain relationships.
• Excellent time management and organizational skills, with the ability to prioritize effectively in a fast-paced environment.
• Self-motivated, proactive, and highly organized, with exceptional communication and influencing abilities.
• A results-driven professional with a proven track record of achieving and exceeding goals.

TAB Bank Offers:

• Onsite Gym
• Tuition Reimbursement
• Paid Holidays
• College Scholarships for Employees and Families
• 401(k)
• Paid Time Off (PTO)
• Employee Assistance Program (EAP)
• I Made the Grade
• Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care

TAB Bank will not sponsor applicants for work visas.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.