Relationship Manager/Business Development Officer

Saltee Co ^ Talent; Lawrenceville (GA); On-site; USD 68,000 - 80,000; Full time

Job summary

Embassy National Bank is seeking a Relationship Manager/Business Development Officer to grow the bank’s deposit and loan client base and to deliver an optimal onboarding experience for new customers.

The role reports to the Chief Banking Officer and requires knowledge of deposit products, strong relationship-building skills, and the ability to cross-sell treasury services in a dynamic office setting.

Qualifications

• Associate degree or higher in Finance or related field or equivalent experience.
• Minimum 3 years of experience managing a branch location and/or deposit business development.
• Detailed knowledge of banking deposit related products and procedures.
• Strong critical thinking and multitasking abilities in a demanding environment.

Responsibilities

• Prospect for new customers aligned with bank goals for deposit and loan growth.
• Market Treasury Management services to local businesses.
• Conduct discovery meetings to understand client challenges and priorities.
• Assist in onboarding of new customers and maintain pipeline updates.
• Meet or exceed monthly and annual sales quotas and KPIs.
• Collaborate with management and lenders to sell deposit products.
• Handle all security procedures and ensure policy compliance.
• Process deposits, withdrawals, CDs, and direct deposits; counsel customers.

Education

Associate degree or higher in Finance or related business field, or equivalent experience

Minimum 3 years of experience in managing a branch location and/or deposit business development

Knowledge of banking deposit products and procedures

Critical thinking and multitasking in a demanding environment

Job description

*Amazing Opportunity with Embassy National Bank*

Relationship Manager/Business Development Officer

Embassy National Bank

Role Specifics

The Relationship Manager/Business Development Officer will focus on growing relationships by identifying and attracting new customers who align with the bank's strategic goals, while also providing exceptional account-opening experience, offering tailored advice and solutions, and identifying opportunities to cross-sell deposit-related services.

This role reports to the Chief Banking Officer

Duties and responsibilities

• Prospects for new customers that align with Bank's strategic goals for deposit and loan growth.
• Market Treasury Management services to local businesses.
• Conduct discovery meetings to understand challenges, technical requirements, and stakeholder priorities of prospects.
• Assist in the onboarding of new customers.
• Responsible for updating management on pipeline and sales activities.
• Meet or exceed monthly and annual sales quotas and KPIs related to pipeline growth and client acquisition.
• Work jointly with Management and Lenders to sell deposit products.
• Works with integrity and creates an environment of commitment to regulatory and compliance needs.
• Processes a variety of transactions for customers, including deposits, night deposits, withdrawals, check cashing, note payments, cashier checks, etc.
• Rents lock boxes and assists customers needing access to box.
• Assists customers in opening new accounts, issuing CDs, and arranging for direct deposits.
• Explains, promotes, or sells products or services.
• Enrolls customers in internet banking, remote deposit capture and ACH.
• Handles customer complaints. Counsels customers with special problems or in disagreement with Bank policies and procedures.
• Follows and operates all security procedures as needed.
• Maintains working knowledge of Bank policies and procedures.
• Other duties as assigned.

Role Requirements

Qualifications

• Associate degree or higher in Finance or related business field, or equivalent experience.
• Minimum 3 years of experience in managing a branch location and or deposit business development.
• Detailed knowledge of banking deposit related products and procedures.
• Critical thinking and ability to multitask in a demanding environment.

Working conditions

Normal office working conditions. Typical work week Monday - Friday.

Physical requirements

• Ability to move large paper files. Occasional travel by vehicle to meet customers.