Commercial Deposit Officer - Institutional Deposit Services

Primary Accountabilities

• Portfolio Growth: Generate new business through an organized and targeted calling program. Develop and maintain a business referral and information network consisting of trusted professional contacts for advice, counsel and new referrals. Work with Commercial and Corporate Markets and other areas of the bank to identify clients and prospects appropriate for the Deposit Team. Responsible to attain and/or exceed sales (productions and portfolio growth) goals, as it pertains to both new and existing business clients utilizing effective sales techniques and negotiating skills.
• Cash Management Product and Service Support: Provide technical business product and service support. Responsible for business product and service maintenance and incident resolution. Assist in the development and maintenance of effective client relationships with Line officers (Commercial, Business, and Community Banking).
• Product Demonstrations and Presentations: Joint sales calls with Line Units to provide product demonstrations and presentations. Liaison between Line Units and Customers. Act as business product and services liaison between Line Units and their customers.
• Relationship Banking: Leads the team to achieve the department’s “customer-centric” cross-referral goals. Adheres to the Bank’s service standards.

Minimum Qualifications

• Education: Bachelor’s Degree from an accredited 4-year university, preferably in a related field required.
• Experience: Deposit Officer I: 4+ years of Sales experience in any commercial business product required. 1+ years of Sales of deposit and cash management products and services experience required. 1+ years of experience in Portfolio and revenue management required. 1+ years of Administrative support experience in related area required.
• Deposit Officer II: 5+ years of Sales experience in any commercial business product required. 1+ years of Sales of deposit and cash management products and services experience required. 1+ years of experience in Portfolio and revenue management required. 1+ years of Administrative support experience in related area required.
• Deposit Officer III: 6+ years of Sales experience in any commercial business product required. 2+ years of Sales of deposit and cash management products and services experience required. 2+ years of experience in Portfolio and revenue management required. 1+ years of Administrative support experience in related area required.
• Senior Deposit Officer: 6+ years of Sales experience in any commercial business product required. 3+ years of Sales of deposit and cash management products and services experience required. 3+ years of experience in Portfolio and revenue management required. 2+ years of Team leader experience required.