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Primis Financial Corp.
Business Development AgentPrimis Financial Corp. • Wilmington, NC, United States
No longer accepting applications
Business Development Agent

Business Development Agent

Primis Financial Corp. • Wilmington, NC, United States
30+ days ago
Job type
  • Full-time
Job description

Business Development Agent

The Business Development Agent (BDA) is the individual within the sales team who is responsible for creating, cultivating, and maintaining new business opportunities. They use a variety of methods including networking, cold calling, and social media to connect with referral partners and clients.

Build and carry out strategic initiatives meant to bring new clients to the Bank.

  • Meet with perspective new clients within the industry, such as but not limited to:
    • Real Estate Agents
    • Financial Planners
    • Attorneys (Divorce Attorneys, Closing Attorneys, Elder Law)
    • Title Agents
    • Insurance Providers
    • Banks /Credit Unions
    • Property Managers
    • Builders
    • Human Resource Departments
    • Relocation Companies
    • Clients
    • Regular, reliable, and predictable attendance.

Stay abreast of industry changes.

  • Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
  • All other duties as assigned.

High School diploma required.

  • Experience working in the real estate and mortgage industry
  • Appropriate state licenses, if required.

Enjoys meeting new people and building relationships

  • Excellent communication skills both verbal and written
  • Personable and able to display high levels of customer service
  • Organized and willing to follow a proven system
  • Self-Motivated and shows initiative
  • Driven by results and metrics

BDA will report every Friday:

  1. How many appointments, events or seminars attended
  2. Number of conversations
  3. Number of leads generated

This position doesn't require a Mortgage Loan Officer License. This BDA will not take a loan application (1003) or discuss rates with any prospective consumer or industry participant. Applicant must be willing to complete the pre-employment background process.

In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.

  • Occasional stationary position, particularly, but not limited to, at a desktop computer
  • Frequent repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
  • Continuous communication: verbal and written, in-person, phone and electronic

Remote

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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Business Development Agent • Wilmington, NC, United States

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