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GENERAL DESCRIPTION OF POSITION
The Business Development Officer II is responsible for generation of customer account relationships via referrals and personal positions attends civic events including but not limited to Chamber of commerce ribbon cuttings banquets and annual Business Development Officer II is tasked with developing a network and growing business relationships.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Makes 15 weekly retention and business development outside calls on potential customers to solicit their banking business.
2. Develops prospects from current commercial customers referrals and other sources; for lenders merchant services and Centennial Insurance Agency.
3. Contacts prospective customers to present information on available services.
4. Attends sales and trade meetings to develop new business prospects.
5. Represents bank at various civic charitable educational and social affairs in order to develop and expand base of contacts.
6. May make presentations on financial services to groups to attract new business.
7. Plan and implements customer call program to develop account relationships; may train others in business solicitation.
8. Documents calls through CRM (connections) and makes weekly call reports to supervisor.
9. Recommends upgrades elimination or future development or introduction of new products and services when necessary.
10. Maintains and strengthen relationships with existing customers.
11. The ability to work in a constant state of alertness and in a safe manner.
12. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed.
13. Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required.
EDUCATION AND EXPERIENCE
Broad knowledge of such fields as accounting marketing business administration finance etc. Equivalent to a four year college degree plus 4 years related experience and/or training and 2 years related management experience or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to read analyze and understand general business/company related articles and professional journals; Ability to speak effectively before groups of customers or employees.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts interest commissions proportions percentages area circumference and volume. Ability to apply concepts such as fractions ratios and proportions to practical situations.
CRITICAL THINKING SKILLS
Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written oral or diagram formats.
REQUIRED CERTIFICATES LICENSES REGISTRATIONS
Valid states drivers license
PREFERRED CERTIFICATES LICENSES REGISTRATIONS
Not indicated.
SOFTWARE SKILLS REQUIRED
Intermediate: Accounting Contact Management Database Spreadsheet Word Processing/Typing
Basic: Alphanumeric Data Entry Presentation/PowerPoint
WORKING CONDITIONS
Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise intermittent standing walking; and occasional pushing carrying or lifting.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the functions of this job the employee is frequently exposed to outdoor weather conditions extreme heat; and occasionally exposed to wet or humid noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Moderate diversity low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with highlevel diversity and decisionmaking.
While performing the functions of this job the employee is regularly required to stand walk talk or hear; and occasionally required to sit use hands to finger handle or feel reach with hands and arms climb or balance stoop kneel crouch or crawl taste or smell. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision; distance vision; and ability to adjust focus.
ADDITIONAL INFORMATION
Required proficiencies:
Must have strong sales skills and the ability to communicate effectively
Must possess an excellent knowledge of the banks products and services.
Ability to work independently
Ability to handle multiple tasks
The position may require the use of a vehicle to service customers administer or participate in civic events commute to companyowned properties commute to companyrelated places of business or any other purpose considered necessary to the job. Therefore this position is classified as a safety sensitive position.
Required Experience:
Unclear Seniority
Full-Time