Private Banking Growth & Relationship Leader

Eastern Bank; Boston (MA); Ibrido; USD 109.000 - 179.000; Tempo pieno

Descrizione del lavoro

Eastern Bank is seeking a Private Banking Business Development Officer in Boston to grow deposits, wealth and revenue by serving small and midsize businesses, nonprofits, professionals and high-net-worth individuals within the bank's assessment area. The role focuses on achieving targets and cross-selling wealth management opportunities.

The position collaborates with partners to deliver a private bank experience, refers clients to Commercial Lending, Wealth Management and Treasury Services, and

Competenze

• High school diploma or GED.
• Bachelors degree in business, finance, or related field preferred or equivalent combination of training and work experience.
• Minimum 5+ years of private banking, commercial banking, or business development/sales experience in a client facing, sales role with successful outcomes in business development.
• Strong knowledge of financial institution policies and procedures.
• Strong community ties and a proven track record of sales/business development success.

Mansioni

• Participates in new business development activities with prospective and existing clients to increase market share and achieve growth targets in deposits, wealth and revenue.
• Collaborates with other business partners to enhance each relationship and deliver a private bank experience.
• Refers clients and prospects to other bank products and services for cross-selling.
• Maintains knowledge of deposit, lending and treasury management solutions to serve as a 'trusted advisor'.
• Assists in meeting goals of sales and service through continuous improvement in knowledge, productivity and efficiency.
• Contributes to new product development to increase penetration of target clients and markets.
• Participates in industry, community, and civic organizations/programs to market Bank's products and services.
• Prepares monthly sales tracking/call report with client contacts and activity.

Conoscenze

Sales experience

Client facing

Formazione

Bachelors Degree in Business/Finance or related field

Descrizione del lavoro

Eastern Bank is seeking a Private Banking Business Development Officer in Boston to grow deposits, wealth and revenue by serving small and midsize businesses, nonprofits, professionals and high-net-worth individuals within the bank's assessment area. The role focuses on achieving targets and cross-selling wealth management opportunities.

The position collaborates with partners to deliver a private bank experience, refers clients to Commercial Lending, Wealth Management and Treasury Services, and