VP & Business Development Officer

About the role

The VP & Business Development Officer will play a crucial role in developing and maintaining strong relationships with clients, providing tailored financial solutions, and driving business growth.

Responsibilities

• Develop and maintain strong relationships with individual and business clients.
• Serve as the primary point of contact for client banking needs.
• Conduct regular account reviews and proactively address client concerns.
• Identify opportunities to offer financial products and services, including loans, credit lines, deposits, and investment options.
• Meet sales and revenue targets through proactive client engagement and cross-selling.
• Generate leads and acquire new clients through networking and referrals.
• Assess client financial needs and recommend appropriate banking products and CMS services.
• Ensure compliance with banking regulations and risk management policies.

Requirements

• Minimum five years in banking, financial services, or related field or equivalent experience required.
• Ability to retain a broad knowledge of tasks performed in the deposit operation and lending functions.
• Good understanding of all required documents needed for opening new accounts.
• Ability to analyze and organize financial information and perform complex financial calculations.
• General knowledge of lending and deposit regulations and laws.
• Present a professional image in dealing with clients, interdepartmental, and external representatives.
• Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
• Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail.

Qualifications

• Ability to retain a broad knowledge of tasks performed in the deposit operation and lending functions.
• Good understanding of all required documents needed for opening new accounts.
• Ability to analyze and organize financial information and perform complex financial calculations.
• General knowledge of lending and deposit regulations and laws.
• Present a professional image in dealing with clients, interdepartmental, and external representatives.
• Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
• Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail.

Skills

• Strong interpersonal and communication skills.
• Excellent organizational and analytical skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite.

Benefits

• Medical, Dental, & Vision Insurance
• Life, Accidental Death & Dismemberment, & Long-Term Disability
• Flexible Spending Account (FSA)
• 401(k) Retirement Savings Plan
• Paid Time Off (PTO)
• Employee Assistance Program (EAP)
• Company Paid Lunch

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