Senior Business Development Officer

1st Security Bank of Washington; Mountlake Terrace (WA); Sur place; USD 43 000 - 59 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision coverage

Life Insurance

Long-term disability insurance

401K matching program

Paid sick and vacation time

Résumé du poste

1st Security Bank in Mountlake Terrace, WA is seeking a Senior Business Development Officer to sell a full range of banking services and grow business relationships with a focus on new clients. You will manage time, calls, and a robust pipeline while providing WOW customer service to both businesses and households.

The role requires strong communication, willingness to lead, and the ability to cross-sell products. Travel to assigned locations will be required as business needs dictate.

Qualifications

• High school diploma or equivalent and at least two years experience in a sales role within a financial institution.
• Knowledge of Regulations related to banking and AML/BSA is helpful.
• Ability to learn bank products, services, and procedures.

Responsabilités

• Sell a full range of banking services and grow business relationships.
• Manage time, calls, and an active business pipeline; lead as branch designated sales position.
• Cross-sell bank products and refer prospects to partners when appropriate.
• Document customer information in the CRM and achieve monthly targets.

Connaissances

Excellent communication

Customer relationship building

Sales aptitude

Formation

High school diploma or equivalent and at least two years experience in a sales role within a financial institution

Outils

Microsoft Office

Description du poste

Join our team! 1st Security Bank team members deliver service that \"WOWs\" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of thePuget Sound's Best Places to Work for 10 years in a rowand focuseson providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm.

A GREAT PLACE TO WORK AND BANK

Join our team! 1st Security Bank team members deliver service that \"WOWs\" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of thePuget Sound's Best Places to Work for 10 years in a rowand focuseson providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY

Responsible for selling a full range of banking services and products with an emphasis on growing business relationships and actively soliciting new clients. Business development is a primary focus and the Senior Business Development Officer must be able to manage time proficiently, make calls and maintain an active business pipeline. The Senior Business Development Officer must have good communication skills and excellent customer follow through. This position may lead and provide cross training to Personal Bankers while always providing WOW customer service both internally and externally.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Learns, applies, and consistently adheres to all Retail Sales and Service Protocols
• Excellent written and verbal communication
• Appropriately uses open ended profiling questions during each customer interaction and recommends appropriate bank products and services
• Demonstrates an excellent ability to “ask for the business” and to “close the sale”
• Consistently documents appropriate customer information in a timely basis in bank’s customer relationship management system
• Opens new accounts for businesses and households in strict accordance with bank’s policies and procedures, including, but not limited to CIP and BSA
• Works on business loans
• Appropriately cross-sells additional bank’s products and services to businesses and households
• Actively maintains a business development pipeline
• Designated as the lead sales position in the branch
• Partners closely with Community and Business Banking, and Treasury Management
• Appropriately refers prospects to other bank partners (e.g. Home Lending, Commercial)
• Participates in the bank’s CRA and community event sponsorship efforts
• Researches and resolves customer complaints when necessary
• Takes action to connect with customers in a way that promotes 1st Security Bank
• Achieves monthly sales, profile, and outbound call goals
• Takes initiative to learn bank products, services, and procedures
• Follows appropriate steps to ensure branch security
• Travels to assigned 1st Security Bank locations as business needs require
• Adheres to 1st Security Bank’s Core Values, policies, and procedures
• Supports management decisions and goals in a positive, professional manner and always represents the bank with a high level of integrity
• Performs other duties as assigned

BENEFITS AND PERKS

• Full medical, dental, and vision coverage for individual or family plan.
• Life insurance.
• Long-term disability insurance.
• 401K matching program.
• Paid sick and vacation time.

OUR CORE VALUES

• Relationship Driven-we strive to \"WOW\" (surprise, excite and delight) each other and our customers.
• Ethical-fair, honest and act with integrity.
• Lead by Example-maintain a positive attitude, show respect for others, and have some fun!
• Accountable- we take our responsibilities serious and we meet our commitments with urgency.
• Team Player- dependable, enthusiastic contributor to team success and to the greater good of the bank.
• Embrace Dreams- we encourage each other to reach for our dreams.
• Diversity- we celebrate diversity and support equality for all.
• Community Oriented- we actively support our communities and the Bank's CRA initiatives.
• Open and Honest Communication- always professional, responsive, and timely.

EDUCATION and/or EXPERIENCE

• High school diploma or equivalent and at least two years experience in a sales role within a financial institution
• Basic Knowledge of all applicable Regulations that pertain to this position is required
• Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs
• Must be bondable

COMPUTER SKILLS

To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

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

• The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters
• The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies.
• As part of the daily work demands, occasional lifting and moving of objects up to 25 pounds is required.
• The noise level in the work environment is usually quiet to moderate, as compared to a private office, with light foot traffic and office equipment. The employee must be willing and able to interact frequently with the general public.

Salary Range: $31.25 to $43.27 per hour

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.