Private Banking Business Development Officer III

Relationship Development Specialist

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. Achieves goals in deposit and revenue growth and refers wealth management opportunities. Supports the bank's CRA efforts and target verticals. Responsibilities include : participating in new business development activities with prospective and existing clients to increase market share and achieve growth targets in deposits, wealth, and revenue; supporting the bank's target verticals including professionals, not-for-profits, family-owned businesses, VC / PE, medical / dental, etc.; collaborating with other business partners to enhance each relationship and deliver a private bank experience; referring 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; maintaining an extensive knowledge of all deposit, lending, and treasury management solutions to serve as a "trusted advisor" to clients; assisting 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; contributing to new product development designed to increase the bank's penetration of target clients and markets; participating in industry, community, and civic organizations / programs to market and promote the bank's products and services; preparing monthly sales tracking / call reports for the Director of Relationship Management, Specialized Deposits, and Corporate Treasury, including documentation of client contacts and discussions and amount of additional deposit and loan activity generated by business development activities; keeping abreast of the business climate and reporting observations and recommendations that could impact general business decisions; seeking opportunities for the bank to improve its competitive position; and representing the bank in a professional, courteous manner to all clients, associates, vendors, and the public. Embodies the core values of the bank. Requirements include a high school diploma or GED, a bachelor's degree in business, finance, or a related field preferred or equivalent work experience, minimum 10 years of private banking, commercial banking, or business development / sales experience, strong knowledge of financial institution policies and procedures, excellent verbal and written communication, sales, and public relations skills, strong community ties, and a proven track record of sales / business development success. Valid U.S. Driver's License required.