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Business Development Officer

The Business Development Officer is respon­si­ble for working to grow deposits, loans, and other products and services.

Job Description

Reports to: SVP, Branch Administration
Type: Full time, Exempt
Supervises: None

Job Summary: Responsible for working within the commu­nity to grow deposits and loans and to sell other Bank products and services. Additionally, the Business Development Officer is respon­si­ble for provid­ing superior customer service to existing Rocky Mountain Bank customers and for helping the branch to achieve its goals.

  • Increase the branch market share in terms of deposits, loans, and the number of house­holds by iden­ti­fy­ing, devel­op­ing, and enhanc­ing rela­tion­ships with existing and prospec­tive customers.
  • Develop and manage strong rela­tion­ships with Rocky Mountain Bank’s large (>$50K combined balances) deposit/​loan customers to facil­i­tate growth and enhance retention.
  • Represent the Bank within the local commu­nity through active partic­i­pa­tion in local events and with commu­nity-related organizations.
  • Participate in market­ing activ­i­ties connected to bank products and services.
  • Coordinate market­ing and banking activ­i­ties with the SVP, Branch Administration to ensure that a consis­tent and unified approach is applied to the market.

Primary Responsibilities:

  1. Consistently network with clients and poten­tial clients through tele­phone lead strate­gies, meetings with existing and prospec­tive customers, industry events, customer appre­ci­a­tion events, and customer focus group sessions. It is expected that a mean­ing­ful portion of each day will be utilized calling on existing and prospec­tive customers at their place of business.
  2. Identify and follow up on prospec­tive customer leads as well as work to assist current customers with their evolving needs.
  3. Maintain fluency in Rocky Mountain Bank products and services so as to be able to effec­tively recom­mend them to customers inside the bank as well as to prospec­tive customers.
  4. Maintain an accurate log of commu­nity events attended along with any follow-up effort and track work is done to acquire new/​retain existing customers.
  5. Provide regular market updates to senior management.
  6. Ensures that own work is in compli­ance with applic­a­ble federal and state laws, regu­la­tions, guide­lines, and company policies; Exhibits a thorough under­stand­ing of and compli­ance with all banking regu­la­tions and company policies as required by the position.

Requirements:

  1. Strong knowl­edge of the economic drivers that impact the market and influ­en­tial indi­vid­u­als and compa­nies within the market.
  2. Minimum 8 years of expe­ri­ence in customer service or rela­tion­ship management.
  3. Strong oral and written commu­ni­ca­tion skills.
  4. Proven track record in working with all levels of branch and company management.

Work Environment:

While perform­ing the duties of this job, the employee is occa­sion­ally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occa­sion­ally lift and/​or move up to 25 pounds. Specific vision abil­i­ties required by the job include close vision, distance vision, color vision, periph­eral vision, depth percep­tion, and the ability to adjust focus. This job is executed in an office setting, with frequent inter­rup­tions and some stress­ful situ­a­tions in addition to a possible limited workspace.

This job descrip­tion is not meant to be an all-inclu­sive state­ment of every duty and respon­si­bil­ity that will ever be required of an employee in the job.

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