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