Westfield Bank

West Hartford Chamber; West Hartford (CT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision insurance

Health savings account

Paid time off and holidays

401(k) with company match

ESOP

Life and disability insurance

Employee assistance programs

Tuition reimbursement

Employee banking benefits

Job summary

Westfield Bank is seeking a career-focused professional to drive business development within an assigned territory and support branch leadership in delivering exceptional customer service.

The role emphasizes building a robust pipeline, collaborating with partners to fulfill lending and cash management needs, and handling credit applications through to closing. Strong communication and regulatory compliance are essential.

Qualifications

• Experience in sales, customer service and supervisory roles.
• 2+ years of business development experience preferred.

Responsibilities

• Primarily responsible for business development in the assigned territory with 50–60% of time on activities.
• Supports Branch Manager with leadership and management of branch service, sales and operations as needed.
• Builds pipeline of current and future business prospects through market research and business calling.
• Collaborates with internal/external partners to meet commercial lending, cash management and merchant service needs.
• Takes small business and home equity loan applications and liaises with loan processor until closing.
• Opens new business and personal accounts; cross-sells bank products; performs service transactions including wire transfers and fee waivers.
• Maintains general bank security and adheres to policies and regulatory requirements.

Skills

Business Development

Customer Relations

Decision-Making/Judgement

Quality

Education

High School Diploma

Associate's degree preferred

Job description

Primarily responsible for business development in assigned territory with a minimum of 50%-60% of time spent on business development activities. Supports Branch Manager with the leadership and management of branch service, sales, operations as needed.

ESSENTIAL FUNCTIONS

• Applies the Westfield Bank Service and Sales Process during customer interactions to acquire, enhance, and service customer relationships.
• Builds pipeline of current and future business prospects through market research and business calling activities.
• Collaborates with internal and external partners to meet business customers’ commercial lending, cash management and merchant service’s needs.
• Takes small business and home equity loan applications and serves as a liaison between customer and loan processor until loan closes.
• Resolves customer inquiries and complaints. Manages the grey areas.
• Opens new business and personal accounts, cross sells bank products and services, and performs service transactions including wire transfers, check approvals, and fee waivers and refunds.
• Obtains official designations/certifications as required (i.e. notary public, medallion, etc.).
• Participates in community and professional organizations.
• Drives business deposit and loan growth and meets assigned sales goals.
• Assists business customers with deposit, credit, and digital banking products, and general service needs.
• Assists Branch Manager with the leadership and management of branch team by:
  • Creating a team environment focused on producing an exceptional customer experience.
• Maintains and supervises general bank security, responds to alarm company/police for off-hours alarm issues, and addresses issues as they arise.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position.
• Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS

• Business Development
• Customer Relations
• Decision-Making/Judgement
• Quality

Education/Experience/Skills

• High School Diploma or GED required. Associate's degree Preferred.
• Previous sales, customer service and supervisory experience required.
• A minimum of 2 years of previous business development experience preferred.

Physical Demands

Stand: O (Occasionally)

Walk: O (Occasionally)

Sit: F (Frequently)

Handling / Fingering: F (Frequently)

Reach Outward: F (Frequently)

Reach Above Shoulder: O (Occasionally)

Climb: O (Occasionally)

Crawl: O (Occasionally)

Squat or Kneel: O (Occasionally)

Bend: O (Occasionally)

Lift/Carry

10 lbs or less: F (Frequently)

11-20 lbs: F (Frequently)

21-50 lbs: O (Occasionally)

51-100 lbs: N (Not Applicable)

Over 100 lbs: N (Not Applicable)

Push/Pull

12 lbs or less: O (Occasionally)

13-25 lbs: O (Occasionally)

26-40 lbs: O (Occasionally)

41-100 lbs: O (Occasionally)

N (Not Applicable)

Activity is not applicable to this occupation.

O (Occasionally)

Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently)

Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly)

Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

BENEFITS:

Westfield Bank offers a comprehensive benefits package designed to support employees' health, financial well-being, and work-life balance.

• medical
• dental
• vision insurance
• health savings and reimbursement accounts
• paid time off and holidays
• 401(k) with company match
• company-funded ESOP
• life and disability insurance
• employee assistance programs
• tuition reimbursement
• employee banking benefits

Westfield Bank is proud to invest in our employees by offering benefits that help support their health, financial security, professional growth, and overall quality of life.

Benefits are subject to eligibility requirements and plan provisions and may be changed or discontinued at the Bank's discretion.

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.