Responsible for driving deposit growth through the acquisition of new customers, with a strong emphasis on commercial banking relationships. This role focuses on identifying and cultivating new client opportunities, building strong partnerships, and delivering customized financial solutions in collaboration with the bank’s lending, retail, and treasury teams. The ideal candidate will possess strong relationship-building skills, a strategic mindset, and a passion for helping businesses succeed through tailored banking solutions.
Responsibilities:
- Proactively identify, pursue, and acquire new commercial and business banking deposit relationships to expand the bank’s customer base.
- Develop and execute targeted business development plans focused on market growth, deposit acquisition, and revenue generation.
- Partner closely with commercial lenders to refer credit/loan needs, with treasury management to provide cash management and payment solutions, and with the retail banking team to ensure smooth onboarding and cross-sell opportunities.
- Serve as the primary contact for new business clients, ensuring a seamless transition into the bank and high-quality customer experience.
- Represent the bank at networking events, chamber of commerce meetings, and other community activities to strengthen visibility and build referral sources.
- Conduct in-depth financial assessments to deliver tailored banking solutions for the customer’s deposit and treasury products needs.
- Perform additional duties as assigned by manager.
- To identify, evaluate, monitor and make any recommendation deemed necessary to their respective Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.
- Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
Minimum Education and/or Certifications Requirements:
Bachelor's Degree in Business, Marketing, Finance or related field.
Minimum Work Experience Requirements:
5 years of experience in business development, commercial banking, or relationship management.
Technical and/or Other Essential Knowledge:
- Strong understanding of commercial banking deposits, and treasury services.
- Proven ability to generate leads, develop client relationships, and close new business opportunities.
- Excellent interpersonal, communication, and presentation skills.
- Collaborative mindset with the ability to work effectively across multiple departments.
- Commitment to delivering exceptional customer service and maintaining the highest standards of professionalism.
- Effective communication skills verbally and in writing
- Proficiency using the Microsoft Office Product Suite including: MS Outlook, MS Word, MS Excel and MS PowerPoint
- Bilingual (English/Spanish) preferred
- Previous exposure to bank operations preferred
A combination of education, training, and experience may be substituted when competency in the role is demonstrated.
Reasonable accommodations may be made to those who are able to perform the essential duties of the job.
This position is hybrid work eligible.
