Business Development Officer

Cambridge Trust Company Burlington , MA 01803

Posted 4 weeks ago

Summary:

Responsibilities:

  • 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.

Qualifications:

  • 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.

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Business Development Officer

Cambridge Trust Company