Banking consultant [h1.location_city]

Job Description

Job Description

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, there’s no stopping you!

Job Title : VP, Specialty Banking Relationship Manager Job Description :

Summary

This position will primarily be responsible for developing new National Deposit Vertical deposit account relationships within the Community Associations industry, while implementing comprehensive banking solutions for new and existing National Deposit Vertical account relationships. To achieve this, it is expected that this individual will develop and execute on a sales plan that focuses on Cold Calling, In-Market Event attending, Centers of Influence development and maintenance, and networking within the Community Associations Industry.

Essential Duties and Responsibilities :

Frequently represents the bank in the business community; actively develops relationships with business owners, C-level execs, COIs, etc. and builds a network of prospective bank customers to drive deal flow.

Builds and maintains a list of at least 15 targeted prospect profiles; strategizes and executes a call plan to meet individual and team sales objectives for the bank’s various business lines.

Review and recommend deposit and treasury management products for new banking relationships

Manage an existing portfolio of clients by performing periodic calls and reviews, assisting with service related requests, deepening the relationships by providing product and treasury management solutions, and by providing recommendations to other EB&T resources.

Manages and services relationships by interviewing applicants and obtaining pertinent bank and financial data.

Monitors market conditions, observing competitor impact and makes recommendations to maintain competitive advantage.

Develop and maintain comprehensive knowledge of all commercial products including loans, cash management, trade service products and deposits to facilitate cross-selling and enhance the client experience.

Organize and maintain key client data in bank’s CRM system.

Attend meetings, events, trade shows and conferences to help support sales efforts.

Call on both warm and cold leads as needed

Assist with any other daily job duties

Participate in required training courses related to the job

Qualifications :

Strong communication skills

Strong organizational skills

Details and task oriented

Excellent customer service and or sales skills along with the ability to answer questions related treasury management products and services, customer accounts and bank related materials

Basic math skills

Basic phone skills including business and sales etiquette.

Education and / or Experience :

High school Education or GED

Five to seven years of customer service or sales experience.

Five plus years of banking experience

Five plus years of specific industry experience

Over 5 years' experience working in a sales environment.

A proven track record of achieving over $20MM in new deposit production annually

Experience reviewing banking forms and documents is also a plus.

Computer and Software Skills :

Microsoft office suite

Google Apps

Excel

Certificates, Licenses and Registrations :

None

COMPENSATION :

Salary Range : $125,000 plus commissions. Amount is based on relevant experience, skills, and competencies.

Equal Opportunity Statement :

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at  hr@enterprisebank.com.

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE. To learn more about the LA County Fair Chance Ordinance, click on this English or Spanish poster.