Private Banking Business Development Officer II

Job Title

This position develops new deposit and treasury management relationships for small and midsize businesses, nonprofit organizations, business professionals, and high-net-worth individuals within the bank's assessment area. The focus of this role is to achieve prescribed goals in deposit and revenue growth and as well as referring wealth management opportunities. The position will also support the bank's CRA efforts and target verticals.

Responsibilities :

• Participates in new business development activities with prospective and existing clients to increase market share and achieve growth targets in deposits, wealth, and revenue.
• Supports the bank's target verticals including professional services businesses, not-for-profit, family-owned businesses, VC / PE, etc.
• Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the full capabilities of the bank to each client.
• Refers clients and prospects to Commercial Lending, Wealth Management, Treasury Services, Residential Lending, as appropriate, for the purpose of cross-selling other bank products and services.
• Maintains an extensive knowledge of all deposit, lending, and treasury management solutions to serve as a "trusted advisor" to our clients. Industry expertise in key verticals is preferred.
• Assists the bank in meeting its goals of sales and service by providing the highest level of client service, through an ongoing commitment to improvement in knowledge, productivity, and job efficiency.
• Contributes to new product development designed to increase the bank's penetration of target clients and markets.
• Participates in industry, community, and civic organizations / programs to market and promote the bank's products and services.
• Prepares monthly sales tracking / call report, including documentation of client contacts and discussions and the amount of additional deposit and loan activity generated by business development activities.
• Keeps abreast of business climate and reports observations and recommendations that could impact general business decisions; seeks opportunities for the bank to improve its competitive position.
• Other duties as assigned.

Education and Experience :