Strategic Banking Relationship Lead

Test; Mandeville (LA); On-site; USD 70,000 - 90,000; Full time

Job summary

Bonvenu’s is seeking a Business Development Officer to retain and expand existing customer relationships and to acquire new customers. You will represent the bank to current and prospective clients and develop solicitation programs within the community.

You will manage a customer portfolio, pursue new opportunities, and promote cross-selling of bank products while maintaining a positive image in the business community. Travel within the bank’s Louisiana footprint is required.

Qualifications

• Bachelor’s degree or equivalent college with concentration in finance, accounting, business or business development
• Five (5) years of equivalent experience in banking, business development or relationship sales management
• General knowledge of all banking concepts, and applicable regulations

Responsibilities

• Prospect and develop new customer relationships through self-generated leads, professional networking and personal connections
• Manages existing customer portfolio and leads generated by internal lines of business (i.e., business banking, mortgage lending, treasury management and CNIS)
• Tracks and reports revenue and portfolio growth to management on a consistent basis
• Develops comprehensive, competitive proposals that drive new business opportunities
• Develop weekly business development plan, prioritizing sales opportunities
• Develops and maintains customer portfolio to retain and expand business
• Meets with prospects through calling efforts to discuss banking needs
• Cultivate referral opportunities through networking and local community events
• Coordinates and refers to other departments based on customer needs
• Understands portfolio profitability reports and tracks individual goal expectations
• Respond to client inquiries in a professional and timely fashion
• Promote all bank products and services with cross-selling to build relationships
• Attend various community meetings/networking events to develop new business prospects and promote the bank
• Participate in volunteer activities throughout the year

Skills

Relationship management

Sales prospecting

Negotiation

Interpersonal communication

MS Office

Education

Bachelor’s degree or equivalent in finance, accounting, business or business development

Job description

Bonvenu’s is seeking a Business Development Officer to retain and expand existing customer relationships and to acquire new customers. You will represent the bank to current and prospective clients and develop solicitation programs within the community.

You will manage a customer portfolio, pursue new opportunities, and promote cross-selling of bank products while maintaining a positive image in the business community. Travel within the bank’s Louisiana footprint is required.