Business Development Officer II (BUSIN013630)

Business Development Officer II

The Business Development Officer II is responsible for the generation of customer account relationships via referrals and personal solicitations. This role will attend civic events, including, but not limited to, Chamber of Commerce ribbon cuttings, banquets, and annual meetings. The Business Development Officer will be tasked with developing a network and growing business relationships.

Essential Duties and Responsibilities :

• Makes 15 weekly retention and business development outside calls on potential customers to solicit their banking business.
• Develops prospects from current commercial customers, referrals, and other sources; for lenders, merchant services, and Centennial Insurance Agency.
• Contacts prospective customers to present information on available services.
• Attends sales and trade meetings to develop new business prospects.
• Represents bank at various civic, charitable, educational, and social affairs in order to develop and expand base of contacts.
• May make presentations on financial services to groups to attract new business.
• Plan and implements customer call program to develop account relationships; may train others in business solicitation.
• Documents calls through CRM (connections) and makes weekly call reports to supervisor.
• Recommends upgrades, elimination or future development or introduction of new products and services when necessary.
• Maintains and strengthens relationships with existing customers.
• The ability to work in a constant state of alertness and in a safe manner.
• Completes required BSA / AML training and other compliance training as assigned.
• 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.

Required Certificates, Licenses, Registrations :

Valid states drivers license.

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 conditions. The 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 high-level diversity and decision-making. 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 :

The position may require the use of a vehicle to service customers, administer or participate in civic events, commute to company-owned properties, commute to company-related places of business, or any other purpose considered necessary to the job. Therefore, this position is classified as a safety sensitive position.