Participates in new business development activities with prospective and existing clients to increase market share and achieve growth targets in deposits, wealth and revenue.
Supports the bank’s target verticals including professionals, Not-For-Profit, Family-owned businesses, VC/PE, Medical/Dental.
Collaborates with other business partners to enhance each relationship and deliver a private bank experience.
Refers clients and prospects to Commercial Lending, Wealth Management, Treasury Services, Residential Lending, as appropriate.
Maintains an extensive knowledge of all deposit, lending and treasury management solutions to serve as a “trusted advisor” to our clients.
Assists Bank in meeting its goals of sales and service by providing highest level of client service.
Contributes to new product development designed to increase Bank’s penetration of target clients and markets.
Participates in industry, community, and civic organizations/programs to market and promote Bank’s products and services.

High school diploma or GED.
Bachelor’s degree in business, finance, or related field preferred or equivalent work experience.
Minimum 10 years of private banking, commercial banking or business development/sales experience.
Strong 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.
Valid U.S. Driver’s License.

Comprehensive compensation plans
Total Rewards benefits program that includes medical, dental, vision, life and disability insurance
Retirement
Vacation
Tuition reimbursement

Private Banking Business Development Officer – Senior

Key skills