VP - Associate Services Business Development Officer
Petersburg, FL, USA | Leading Banking / Investment Banking Company
Industry:Banking / Investment Banking
Job Description:53 people have viewed this job
Responsible for the development and retention of business within the Community Association industry in assigned territory. Collaborates with external and internal resources (i.e., referral sources, business partners, prospects) to provide Association Services expertise in a consultative manner while maintaining awareness of risk and a client-focused perspective.
Essential Job Functions:
Schedules and completes calls on existing clients and prospects to develop new Association Services business and to maintain existing business.
Prepares and presents account analysis reviews and Association Services presentations, as appropriate.
Manages the documentation required for new and existing Association Services clients.
Performs timely follow-up on newly implemented services to ensure the Bank meets clients’ needs.
Meets with client managers/branches and other business partners to review their key relationships and explore new prospects.
Develops and maintains relationships with all key clients.
Meets with clients through personal calling efforts, referrals and other contacts to discuss business needs and recommend ways in which the Bank can meet their needs.
Maintains awareness of local competition and market pricing for Association Services.
Reviews new product and product enhancement information with internal business partners, as appropriate.
Maintains awareness of trends and new developments in the field of association services management through attendance at trade shows and related seminars.
Assesses clients’ business strengths, weaknesses, and key issues to develop sales strategies and plans and recommend new products and services necessary to meet client demands.
Analyzes, evaluates and mitigates operational, regulatory, credit, and reputational risk.
Maintains knowledge and understanding of clients’ businesses and their specific needs.
May mentor and train new Association Services staff.
Regularly exercises discretion and judgment in the performance of essential job functions.
Maintains good attendance and punctuality to work.
Follows Bank policy, procedures and guidelines
Knowledge, Skills & Abilities:
Knowledge of the Community Association industry from a practitioner’s and/or banker’s perspective.
Knowledge of selling and closing techniques.
Ability to interact with all levels of staff in a client environment.
Ability to build and maintain effective work relationships with customers, vendors, and employees.
Ability to prioritize and manage multiple projects and tasks simultaneously, with deadlines and minimal supervision.
Ability to understand and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to demonstrate understanding of economic, financial, industry, and organizational data. Ability to prepare and create routine reports and correspondence.
Ability to communicate effectively both verbally and in writing.
Ability to communicate effectively with groups of customers or employees of organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Ability to produce detailed, accurate, thorough and timely work.
Ability to demonstrate effective business development skills.
Ability to establish and fulfill customer commitments in a timely manner.
Ability to work within a team or one-on-one sales environment.
Ability to travel for business purposes, as needed.
Skill in using computer, including Microsoft Word, PowerPoint and Excel.
Equipment Used in Job Performance/Working Environment:
Major Job Demands (Physical/Mental):
Bachelor degree in business or related field, or commensurate work experience, required.
Minimum of five (5) years of work experience in a related community association role required.