Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the full capabilities of the bank to each client.
Supports the business development activities of the offices and provides expertise in business interactions involving more complicated solutions.
Refers clients and prospects to Retail and Commercial Lending staff, as appropriate, for purpose of cross-selling other Bank products and services.
Assists Bank in meeting its goals of sales and service by providing highest level of client service, through an ongoing commitment to improvement in knowledge, productivity, and job efficiency.
Represents Bank in a professional, courteous manner to all clients, associates, vendors, and public.
Embodies the core values of the bank.
Assists Branch Officers in establishing and nurturing contacts within branch community and in selecting organizations/programs which offer greatest potential for business development.
Partners and collaborates with Office Managers to generate new business leads in the community.
Prepares monthly sales tracking/call report for Director of Private Banking Offices/Business Banking, including documentation of client contacts and discussions and amount of additional deposit and loan activity generated by business development activities.
Keeps abreast of business climate within branch community and reports observations and recommendations that could impact general business decisions; seeks opportunities for Bank to improve its competitive position.
Minimum 5 years of business banking including 3 years commercial credit experience.
Basic knowledge of financial institution policies and procedures.
Excellent verbal and written communication, sales, and public relations skills.
Strong community ties and a proven track record of sales/business development success.
Working Conditions/Physical Demands:
Normal office environment.
Frequent sitting and standing at a desk.
Heavy keyboard use.
Ability to travel, by car, approximately 80% of the time.
Cambridge Trust Company