search
Home > York jobs > York sales & marketing

Posted: Monday, January 1, 2018 7:12 PM

Position SummaryThe Relationship Development Officer is responsible for acquisition, expansion, and retention of new and existing client relationships. Primarily working outside of the Financial Center, this position develops new business and consumer relationships. The Relationship Development Officer works with Financial Center Managers, Business Lenders, and other line partners to identify market opportunities and develop relationships. This position provides exceptional customer service by taking ownership of the client experience from introducing the customer to PeoplesBank through profiling, assessing their banking and borrowing needs, and recommending appropriate products and services. This position builds a thorough profile for each customer and maintains frequent personal, phone, and/or email contact in an effort to grow and deepen customer relationships. Essential Requirements, Duties, and ResponsibilitiesMeets or exceeds Regional deposit, loan, and fee income growth expectations and goals through development of new business and deepening existing client relationships by prospecting and making outside sales calls.Works independently to develop and solicit new business of all types retail, commercial, wealth, merchant, cash management, etc. from present and prospective clients to increase the revenue base and overall profitability. Interviews and profiles clients in order to recommend appropriate banking products and services. Offers ideas and solutions to assist clients recognize possibilities and strategies that will help them build and strengthen their financial position.Works with business partners to deepen client relationships by identifying and fulfilling client needs. Effectively partners to identify sales opportunities and provides an outstanding customer experience. Explains and sells products and services to new and existing customers, maintaining a complete understanding of and competency with products, services, and PeoplesBank's client service strategy.Makes use of advertising leads, website data, MCIF lists, personal contacts, referrals from business partners, and the Financial Center customer base to identify prospects.Demonstrates excellent written and verbal communications skills and completes reports promptly and accurately. Keeps management informed of progress, monitoring weekly and monthly sales efforts to ensure targets and results are achieved. Establishes and maintains effective and professional business relationships with clients, business partners, Regional personnel, and Management. Communicates with all individuals and departments necessary to provide prompt and superior customer service. Maintains a visible presence in the local community. Promotes the bank through visible participation in business, community, and charitable organizations and activities. Participates in Bank sponsored events.Adheres to the Bank's policies and procedures regarding Financial Center operations and employment practices, code of ethics, and all federal, state, and local laws.Participates actively in regularly scheduled staff meetings.Maintains required registration with the NMLS. Maintains technical proficiency in the operation of appropriate PeoplesBank systems, following policies and procedures, and adhering to audit and security procedures.Understands the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities. Completes all required annual regulatory, sales, and service training. Holds self-accountable for client service quality through strict adherence to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and PeoplesBank's Corporate Standards.Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts.Above requirements are representative of minimum knowledge, skills, and abilities. To perform this job successfully, the incumbent will possess the ability and aptitude to perform each duty proficiently, and comply with PeoplesBank policies and procedures, as outline in the Employee Handbook.Educational & Other Requirements Two or more years of financial industry, sales and/or business development experience.Demonstrates ability to identify client needs, present appropriate bank solutions, and focus attention on client relationship development.Ability to encourage open communication by listening attentively and actively.Strong interpersonal, presentation, verbal and written communication skills. Sound collaborative skills to build and maintain proactive involvement with business partners.Experience with Microsoft Office suite.Must be bondable.Position SummaryThe Relationship Development Officer is responsible for acquisition, expansion, and retention of new and existing client relationships. Primarily working outside of the Financial Center, this position develops new business and consumer relationships. The Relationship Development Officer works with Financial Center Managers, Business Lenders, and other line partners to identify market opportunities and develop relationships. This position provides exceptional customer service by taking ownership of the client experience from introducing the customer to PeoplesBank through profiling, assessing their banking and borrowing needs, and recommending appropriate products and services. This position builds a thorough profile for each customer and maintains frequent personal, phone, and/or email contact in an effort to grow and deepen customer relationships. Essential Requirements, Duties, and ResponsibilitiesMeets or exceeds Regional deposit, loan, and fee income growth expectations and goals through development of new business and deepening existing client relationships by prospecting and making outside sales calls.Works independently to develop and solicit new business of all types retail, commercial, wealth, merchant, cash management, etc. from present and prospective clients to increase the revenue base and overall profitability. Interviews and profiles clients in order to recommend appropriate banking products and services. Offers ideas and solutions to assist clients recognize possibilities and strategies that will help them build and strengthen their financial position.Works with business partners to deepen client relationships by identifying and fulfilling client needs. Effectively partners to identify sales opportunities and provides an outstanding customer experience. Explains and sells products and services to new and existing customers, maintaining a complete understanding of and competency with products, services, and PeoplesBank's client service strategy.Makes use of advertising leads, website data, MCIF lists, personal contacts, referrals from business partners, and the Financial Center customer base to identify prospects.Demonstrates excellent written and verbal communications skills and completes reports promptly and accurately. Keeps management informed of progress, monitoring weekly and monthly sales efforts to ensure targets and results are achieved. Establishes and maintains effective and professional business relationships with clients, business partners, Regional personnel, and Management. Communicates with all individuals and departments necessary to provide prompt and superior customer service. Maintains a visible presence in the local community. Promotes the bank through visible participation in business, community, and charitable organizations and activities. Participates in Bank sponsored events.Adheres to the Bank's policies and procedures regarding Financial Center operations and employment practices, code of ethics, and all federal, state, and local laws.Participates actively in regularly scheduled staff meetings.Maintains required registration with the NMLS. Maintains technical proficiency in the operation of appropriate PeoplesBank systems, following policies and procedures, and adhering to audit and security procedures.Understands the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities. Completes all required annual regulatory, sales, and service training. Holds self-accountable for client service quality through strict adherence to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and PeoplesBank's Corporate Standards.Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts.Above requirements are representative of minimum knowledge, skills, and abilities. To perform this job successfully, the incumbent will possess the ability and aptitude to perform each duty proficiently, and comply with PeoplesBank policies and procedures, as outline in the Employee Handbook.Educational & Other Requirements Two or more years of financial industry, sales and/or business development experience.Demonstrates ability to identify client needs, present appropriate bank solutions, and focus attention on client relationship development.Ability to encourage open communication by listening attentively and actively.Strong interpersonal, presentation, verbal and written communication skills. Sound collaborative skills to build and maintain proactive involvement with business partners.Experience with Microsoft Office suite.Must be bondable.

Source: http://www.juju.com/jad/00000000gepwg8?partnerid=af0e5911314cbc501beebaca7889739d&exported=True&hosted_timestamp=0042a345f27ac5dc02d96ccccc4c3c2d88e438ede98045f000fcf700ee48587d


• Location: York

• Post ID: 60319037 york
york.backpage.com is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018 backpage.com