Client Relationship Officer

First American Bank; Addison (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

First American Bank is seeking a Client Relationship Officer to drive new relationship acquisition and revenue growth across assigned markets. You will develop strategic business plans, analyze client needs, and coordinate with partners to offer investment, planning, and retail products to business and individual clients.

Position emphasizes proactive outreach, branch and partner collaboration, and travel to client sites or events to meet sales goals.

Qualifications

• Bachelor's degree preferred, but commensurate sales and proven business development experience is acceptable.
• A solid knowledge of banking and bank lending fundamentals are required.
• 10+ years of banking, lending and sales experience.
• 5+ years experience in an environment focused on business development.
• Strong interpersonal, verbal, written and presentation skills are essential due to the highly interactive nature of the position.
• Ability to communicate benefits of strategies and products resulting in new business.
• Must be detail oriented and have excellent organizational, planning, and project management skills.
• Well-developed analytical and problem solving skills.
• Ability to make critical decisions independently.
• Must be able to work independently, as well as part of a team.
• Strong professional presence.
• Knowledge of Microsoft 365 required.Must have ability to work with multiple bank systems and be comfortable with software/database applications.
• This position requires regular travel by car to various locations throughout the Bank's market.
• Travel is required whenever and wherever a client need exists.
• Ability to work regularly scheduled hours Monday - Friday with some before hours, after hours and weekends required, particularly to adapt to client schedules and business networking events when necessary.

Responsibilities

• Develops and executes an individual business plan to achieve new relationship acquisition, business partner referrals and existing relationship expansion.
• Collects and analyzes client financial information.
• Provides guidance on complex financial solutions and transactions to both business and individual clients.
• Introduces appropriate partners to market the bank’s investment services, financial planning services, commercial product offerings and retail products and services.
• Proactively contacts prospects and centers of influence to generate new relationships.
• Majority (80%) of time is spent sourcing new relationships outside of the branch to meet or exceed assigned sales goals.
• Develops and maintains strong working relationships with branch personnel and business partners.
• Maintains relevant knowledge as it relates to economic conditions, competitive offerings, product and service solutions, and market activities.
• Participates in community, business, and networking groups to promote the overall image of FAB both during and after business hours.
• Consistently communicates with the Manager regarding product improvement recommendations, escalating customer concerns and business development issues.
• Responsible for reporting sales activity and outbound efforts to the Client Relations Sales Development Manager.

Skills

Banking experience

Business development

Relationship management

Communication

Travel readiness

Teamwork

Education

Bachelor's degree

Tools

Microsoft 365

Job description

Job Description

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $8+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

The Client Relationship Officer is responsible for proactive business development in an assigned market, reporting directly to the Client Relationship Sales Development Manager. This position is responsible for loan, deposit and revenue growth through the development of new customer relationships or the enhancement of existing relationships. Target market is businesses, business owners, corporate executives, not-for-profit organizations, professionals and retirees.

DUTIES & RESPONSIBILITIES:

• Develops and executes an individual business plan to achieve new relationship acquisition, business partner referrals and existing relationship expansion.
• Collects and analyzes client financial information.
• Provides guidance on complex financial solutions and transactions to both business and individual clients.
• Introduces appropriate partners to market the bank’s investment services, financial planning services, commercial product offerings and retail products and services.
• Proactively contacts prospects and centers of influence (individually and jointly with business partners) to generate new relationships.
• Majority (80%) of time is spent sourcing new relationships outside of the branch to meet or exceed assigned sales goals.
• Develops and maintains strong working relationships with branch personnel and business partners.
• Maintains relevant knowledge as it relates to economic conditions, competitive offerings, product and service solutions, and market activities.
• Participates in community, business, and networking groups to promote the overall image of FAB both during and after business hours.
• Consistently communicates with the Manager regarding product improvement recommendations, escalating customer concerns and business development issues.
• Responsible for reporting sales activity and outbound efforts to the Client Relations Sales Development Manager.

QUALIFICATIONS:

• Bachelor's degree preferred, but commensurate sales and proven business development experience is acceptable.
• A solid knowledge of banking and bank lending fundamentals are required.
• 10+ years of banking, lending and sales experience.
• 5+ years experience in an environment focused on business development.
• Strong interpersonal, verbal, written and presentation skills are essential due to the highly interactive nature of the position.
• Ability to communicate benefits of strategies and products resulting in new business.
• Must be detail oriented and have excellent organizational, planning, and project management skills.
• Well-developed analytical and problem solving skills.
• Ability to make critical decisions independently.
• Must be able to work independently, as well as part of a team.
• Strong professional presence.
• Knowledge of Microsoft 365 required.Must have ability to work with multiple bank systems and be comfortable with software/database applications.
• This position requires regular travel by car to various locations throughout the Bank's market.
• Travel is required whenever and wherever a client need exists.
• Ability to work regularly scheduled hours Monday - Friday with some before hours, after hours and weekends required, particularly to adapt to client schedules and business networking events when necessary.