Develop new business and enhance existing business relationships by meeting the product and service needs of clients and prospects. Utilize a consultative sales process that includes analyzing cash flow and operations structuring client-specific cash management solutions and formulating sales and presentation strategies to achieve goals and increase fee income. Utilize general business knowledge and knowledge of department-related financial services regulations, market research analysis techniques, and the Bank’s products and services with further expertise in banking and associated products.
Savannah Branch Development Officer has responsibility for Advisory Board functions for that location.
Major Duties and Responsibilities
1.Maintain an effective, active and volume-driven calling effort to develop new business with existing and prospective clients
Advise client/prospect on cash management, product selection and account structuring
Proactively cross sell and refer all appropriate Bank products and services such as Deposit, Merchant, Business Banking and Personal Banking services
Partner with BSM for referrals and cross sell all bank products to existing and new mortgage customers
Partner with marketing to formulate client-specific marketing strategies for assigned territory
Grow new deposit/loan relationships within the market
Involvement in activities within the assigned territory to help increase new business opportunities and be a strong community partner
Respond to requests for proposals, formulating strategies necessary to win bids and achieve targeted risk adjusted returns on the relationship in partnership with the Market President
Prepare and present professionally written and well-articulated proposals, recommending products and services that would be of value to the prospective client/prospect
Other client contact responsibilities as needed within the assigned territory
Sales and Follow Up:
Maintain a scheduled calling program for existing clients to ensure high quality servicing and identify additional needs to enhance relationships
Make cold calls individually or jointly with other Partners, Relationship Managers, Senior or Executive Management as needed
Maintain documentation of sales process to insure complete sales coverage of the assigned territory and monitor/report progress in achieving sales and performance goals.
Knowledge & Skills
Minimum of two (2) years of directly applicable experience including direct customer contact; demonstrated use or knowledge of cash management and electronic banking systems; demonstrated sales and marketing skills.
College degree, equivalent work experience and/or Certified Cash Manager (CCM) designation
Demonstrated verbal and written presentation communication skills using appropriate grammar and terminology
Understanding of basic treasury management, short-term investments and bank payment systems; working knowledge of Microsoft Word, Excel, PowerPoint, Access, internet access and basic data communications technology. Experience in the local market is desirable.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, pregnancy or veteran status.
BankSouth is a community bank headquartered in Lake Oconee, Georgia. Serving our communities for over 70 years, we offer the flexibility, warmth and customer service that only local decision-making can provide. With branch offices in Lake Oconee, downtown Greensboro, Watkinsville, Atlanta, and Savannah, Georgia, our commitment to excellence has never wavered.
Reinvesting in our local community is a personal and corporate priority, actively supporting many local businesses and charities. The BankSouth Foundation provides educational opportunities for area youth to pursue their collegiate dreams.
Dedication and support to the community and to customers of Lake Oconee, Greensboro, Watkinsville, Athens-Clarke County, Greene and Putnam Counties, along with our locations in Atlanta and Savannah remain the bank's and our employees' highest priorities! Member FDIC. Equal Housing Lender.
Are you relationship oriented and have a passion for providing memorable customer service? Is it matched with education or experience with banking services? Then we want to hear from you!
BankSouth is an equal opportunity employer and all qualified applicants will receive consideration for e...mployment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, or veteran status.