Corporate Services Officer

Corporate Services Officer

Working under the direction and guidelines established by the Corporate Services Sales Manager, the Corporate Services Officer assumes responsibility for coordinated business development activities in the market for small and middle size business customers. The Corporate Services Officer is also responsible for providing exceptional service to aid in client retention and create a differentiated client experience. The Corporate Services Officer possesses a comprehensive understanding of the bank processing regulatory environment, industry trends and practices and has a thorough working knowledge of Bangor Savings Bank's policies and procedures.

Key Accountabilities :

Business Development :

• Initiates business development calls to existing and prospective business clients
• Develops and maintains a portfolio of corporate services account relationships
• Participates in joint calls with officers from other business lines
• Prepares written proposals and conducts financial analysis as required for presentation to clients / prospects
• Monitors client analysis statements monthly to ensure appropriate product and service use by clients
• Conducts routine relationship reviews

Client Servicing :

Strategy & Process :

General :

Teamwork, Knowledge / Skill & Experience Requirements :

High school diploma or equivalent required; bachelor's degree preferred. Certified treasury professional (CTP) and accredited ACH professional (AAP) certification preferred. Prior sales experience required. 2+ years cash management experience preferred. 5+ years of banking and customer relations experience combined, with an ability to understand and work automated systems, procedures and their development. In-depth knowledge of industry products and trends. Solid PC skills required : word processing, spreadsheet software, presentations, graphics. Strong analytical and organizational skills with an ability to interact effectively with all levels of staff and management, both internally and with clients. Self-starter, comfortable working independently, and the ability to multi-task.

Physical Demands, Condition Requirements, & Equipment Used :

General office environment. Moderate lifting (to 35 lbs.) required. Moderate reaching, walking, sitting and standing required. General office equipment.

External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.