Investments Business Development Officer (INVES013557)

Nichols College; Dudley (MA); Remote; USD 75,000 - 100,000; Full time

Job summary

A reputable educational institution is hiring an Investments Business Development Officer to develop customer relationships and generate banking business. Candidates should have a bachelor's degree and extensive experience in relevant fields. Strong sales and communication skills are essential. This role is remote, based in Texas, with occasional customer service responsibilities. Competitive compensation and career development opportunities are offered.

Qualifications

• Broad knowledge of accounting, marketing, business administration, and finance.
• 9 to 10 years of relevant experience or equivalent education and experience.
• Ability to communicate effectively with customers and employees.

Responsibilities

• Generate customer account relationships through referrals and marketing.
• Make 15 weekly calls to solicit banking business.
• Document calls and maintain relationships with existing customers.

Skills

Sales skills

Communication skills

Critical thinking

Mathematical skills

Education

Bachelor's degree in Finance, Marketing, or related field

Tools

CRM software

Spreadsheet software

Database management

Job description

Investments Business Development Officer (INVES013557)

Recruitment began on October 3, 2025

and the job listing Expires on November 3, 2025

Full-Time Job Accounting, Data Analytics, Economics & Finance

The Investments Business Development Officer is responsible for generation of customer account relationships for advisors via referrals and marketing. They will coordinate with each advisor activities that will build referrals & awareness. Also, assists Program Manager with special projects when called upon.

This position is remote in Texas, only.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Makes 15 weekly retention and business development outside calls on potential customers to solicit their banking business.

2. Develops prospects from current commercial customers, referrals, and other sources; for lenders, merchant services, and Centennial Insurance Agency. This duty is performed daily, about 20% of the time.

3. Contacts prospective customers to present information on available services.

4. Represents bank at various civic, charitable, educational, and social affairs in order to develop and expand base of contacts.

5. Documents calls through CRM (connections) and makes weekly call reports to supervisor. This duty is performed daily, about 20% of the time.

6. Recommends upgrades, elimination or future development or introduction of new products and services when necessary. This duty is performed daily.

7. Maintain and strengthen relationships with existing customers. This duty is performed weekly.

8. Set up meetings, conferences, and conference calls. This duty is performed as needed, about 20% of the time.

9. Assist with correspondence such as letters, memos, copies, faxes, overnight mail, etc. This duty is performed daily, about 20% of the time.

10. Maintain bank files for branches including but not limited to correspondence, contracts, audit reports, and insurance. This duty is performed daily, about 10% of the time.

11. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 5% of the time.

12. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily, about 5% of the time.

13. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 9 to 10 years related experience and/or training, and 7 to 11 months related management experience, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to read, analyze, and understand general business/company related articles and professional journals; Ability to speak effectively before groups of customers or employees.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Intermediate: Accounting, Contact Management, Database, Spreadsheet, Word Processing/Typing

Basic: 10-Key, Alphanumeric Data Entry, Presentation/PowerPoint

WORKING CONDITIONS

Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the functions of this job, the employee is regularly exposed to outdoor weather conditions. The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl, talk or hear. The employee must occasionally lift and/or move up to 50 pounds; frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; and depth perception.

ADDITIONAL INFORMATION

– Must have strong sales skills and the ability to communicate effectively
– Must possess an excellent knowledge of the bank’s products and services
– Ability to work independently
– Ability to handle multiple tasks

The position may require the use of a vehicle to service customers, administer or participate in civic events, commute to company-owned properties, commute to company-related places of business, or any other purpose considered necessary to the job. Therefore, this position is classified as a safety sensitive position.