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Primis · 22 hours ago

Market Leader

Usaf Academy, Colorado, United States

Full-time

Hybrid

Director/Executive

10+ years exp

Primis is a company focused on investment banking and mortgage services, and they are seeking a Market Leader to drive market growth and manage business development efforts. The role involves overseeing P&L, developing sales strategies, recruiting and training staff, and ensuring compliance with regulations.

Financial Services

Responsibilities

Full P&L oversight, staffing, strategic planning, and day-to-day management of the region

Develop proactive sales and marketing strategies for different client segments

Recruit, select and develop staff with well-rounded skills and knowledge to ensure growth and development of "high end" client base

Ensure staff is well trained on banking products and services and that the team can effectively communicate the value

Build and maintain a cohesive team that has the skills and characteristics to evolve into a high-performance team

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the Bank’s reputation and safeguarding the company, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Regular, reliable, and predictable attendance

Comply with industry-related regulations, requirements, and state/federal laws as applicable to the job duties of this position

Build social and community involvement by becoming an active participant in local events and becoming a well-known, trusted, and respected professional within the community

Identify and initiate cross-referral opportunities

Manage expenses of sales team

Participate and initiate client calls with salesforce as needed

Continuously track sales performance

Streamline sales processes to meet client needs

Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices

All other duties as assigned

Qualification

Banking knowledgeBusiness developmentRelationship managementMS Office proficiencyNegotiation skillsVerbal communicationWritten communicationInterpersonal skillsProblem solvingTeamworkTime management