Senior Business Banking Officer

About the role

This role is responsible for generating new business, locating and developing new clients, meeting sales and revenue objectives, and promoting Broadview awareness in the community. The Sr. Business Banking Officer provides solutions and information services to employers and employees who have qualified or might qualify for Broadview membership and solicits new business including: business account products, Health Savings Accounts (HSA), commercial loan and insurance referrals.

Responsibilities

• Actively promote, develop and manage business relationships.
• Facilitate and host presentations for employer groups / businesses on Broadview products and services.
• Demonstrate a high level of professionalism, presentation skills and adhere to all of Broadview’s service standards.
• Optimize selling time and results by effectively managing portfolio assets.
• Accurately evaluate sales opportunities to determine the future value of that customer; assess the customer’s interest and commitment to buy and implement solutions as well as own organization’s ability to deliver those solutions.
• Effectively explore alternatives and positions to reach mutually beneficial sales agreements that gain customers’ acceptance and commitment.
• Identify the most promising new sales opportunities by uncovering emerging business and market issues and then identifying potential customer organizations and their influential decision makers who would be interested in improving business results.
• Able to analyze and mine SEGMGR, FSP and CRM databases and perform necessary maintenance.
• Initiate and participate in on-site account opening days at employer group / business locations – able to open new member and business accounts.
• Develop and facilitate employer group / business and member presentations.
• Identify, solicit and develop member and community events