Jobs · Sales · Connecticut

VP, Business & Government Deposit Services Sales Officer

Westfield Bank · West Hartford, CT · 1 mo ago
On-siteSalesFull-time

Position Summary

Responsible for outside sales and business development efforts, focusing on building and growing deposit relationships with the businesses, nonprofits and government entities in Connecticut.

Essential Functions

  • Manages current and new customer relationships, with emphasis on growing the BGDS portfolio.
  • Develops and executes a consistent outside sales and networking strategy to win new deposit relationships.
  • Develops, grows and maintains municipal banking relationships within the Connecticut market.
  • Maintains extensive knowledge of all deposit and cash management products and makes business calls to sell and market all bank products.
  • Makes business calls with Retail Banking Team, Commercial Lenders and other business partners.
  • Identifies sales opportunities through needs-based assessments, campaigns, prospecting and marketing lists and makes referrals to other departments, accordingly.
  • Achieves established individual goals through active participation in sales management and officer calling programs.
  • Identifies possible opportunities and innovations for increased profitable commercial business.
  • Cross sells bank products and services to ensure all commercial customers maintain balances to offset applicable services provided.
  • Discusses monthly analysis statements with assigned customers, while providing them with a high level of technical assistance and a superior level of customer service.
  • Responds to RFP (Request for Proposal) issued by potential customers and assists Cash Management Operations staff with preparation of presentation response.
  • Keeps abreast of legislation governing the commercial fields and ensures compliance with both bank policies and government guidelines.
  • Attends seminars, meetings and events sponsored by the bank, trade organizations, and other entities.
  • Participates in the business community by participating in various organizations as approved by the Bank.

Position Qualifications

  • Competencies: Business Development, Communication, Customer Relations, Decision-Making/Judgment, Sales Results, Sales Skills & Activity
  • Education/Experience/Skills & Abilities: Bachelor’s Degree in Business Administration or related field or equivalent experience, 5-8 years business development and sales experience, Strong knowledge and understanding of bank deposit and cash management products, Municipal Banking experience preferred.

Physical Demands

  • Stand: F (Frequently)
  • Walk: F (Frequently)
  • Sit: F (Frequently)
  • Handling / Fingering: F (Frequently)
  • Reach Outward : F (Frequently)
  • Reach Above Shoulder: O (Occasionally)
  • Climb: O (Occasionally)
  • Crawl: N (Not Applicable)
  • Squat or Kneel: O (Occasionally)
  • Bend: O (Occasionally)
  • Lift/Carry 10 lbs or less: O (Occasionally)
  • 11-20 lbs: O (Occasionally)
  • 21-50 lbs: N (Not Applicable)
  • 51-100 lbs: N (Not Applicable)
  • Over 100 lbs: N (Not Applicable)
  • Push/Pull 12 lbs or less: N (Not Applicable)
  • 13-25 lbs: N (Not Applicable)
  • 26-40 lbs: N (Not Applicable)
  • 41-100 lbs: N (Not Applicable)
  • N (Not Applicable)
  • Activity is not applicable to this occupation.
  • O (Occasionally)
  • Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)
  • F (Frequently)
  • Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)
  • C (Constantly)
  • Occupation requires this activity more than 66% of the time (5.5+ hrs/day)
  • Other Physical Requirements: None

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