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Bluestone Bank · 1 week ago

AVP, Premier Banking Officer

Norton, MA

Full-time

Onsite

Mid, Senior Level

$80K/yr - $100K/yr

5+ years exp

Bluestone Bank is a community-focused financial institution that has been serving Southern New England for over 150 years. The Premier Banking Officer is responsible for generating new business opportunities, focusing on gathering deposits and developing customer relationships while delivering effective sales plans and tactics.

BankingFinancial ServicesLending

Responsibilities

Accountable to achieve individual sales goals for gathering deposits, creating revenue, and cross-selling Bluestone products and services to existing and new customers

Actively prospects, solicits and meets with potential Clients, identifies business opportunities, conducts need’s assessments, and partners with internal product teams to structure appropriate banking solutions

Assists in the preparation and execution of relationship presentations and supports Cash Management solutions within establish bank policy

Plans for and conducts retention and business development calls for existing, potential, and new bank customers, focusing on delivering business results and developing lasting customer relationships with Bluestone

Interviews customers and obtains and compiles necessary documentation and financial information to process all types of requests, including deposit and loan accounts, debit cards, and cash management services

Discusses customer and prospect needs, problems, or complaints with immediate manager and recommends resolution as appropriate

Maintains a list of potential prospects, referrals and active and viable leads to develop new business and expand current client base

Upon development of business leads, arranges meetings between customers or prospective customers and appropriate bank personnel, with a focus on maximizing customer and bank employee time and focus

Maintains and continuously expands the knowledge base of competitor activity within the market area through site visits, literature reviews, social media reviews, and networking; prepares reporting of these activities to Bluestone’s management team, as requested

Routinely provides input and recommendations to immediate manager about relevant developments that may impact Bluestone

Makes recommendations and participates in disseminating certain marketing programs for Bluestone’s products and lending services

Represents Bluestone at various civic and community functions and events to develop new business, increase deposits, and to enhance Bluestone’s image in the community; promotes a favorable image of the Bank in all business activities within the community

Other duties as assigned

Qualification

Relationship managementSales experienceFinancial institution experienceFormal sales trainingCustomer service orientationResearch skillsWritten communicationVerbal communicationOrganizational skillsTeamwork

Required

Bachelor's Degree in business management, or equivalent combination of education and experience

Successful relationship-driven business professional with 5+ years in client-facing service, and sales positions

Strong customer service orientation that includes knowing your audience, making recommendations for effective problem resolution, and having a high level of enthusiasm and creativity

Proven written and verbal communication, and organizational skills

Good research skills

Ability and willingness to work as part of a team