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Business Development Associate
1 month ago
Job Overview
This role is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Key Responsibilities
- Deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care.
- Proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
- Partnering with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
- Assisting, educating, and training clients on conducting simple transactions through self-service technologies.
- Leveraging available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
- Managing client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.
Required Skills and Qualifications
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Compensation and Benefits
We offer a competitive salary range of $65,000 - $90,000 per year, depending on experience. In addition to a salary, we provide benefits including health insurance, 401(k) matching, and paid time off.
Shift and Hours
This is a full-time position, working 40 hours per week on a standard first shift schedule (United States of America).
