Bluestone Bank · 2 weeks ago
AVP, Premier Banking Officer
Norton,MA,US
Full-time
Onsite
Mid, Senior Level
$80K/yr - $100K/yr
5+ years expBluestone Bank is a trusted financial institution 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 executing effective sales plans.
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
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
A strong desire to help others succeed
Proven written and verbal communication, and organizational skills
Good research skills
Ability and willingness to work as part of a team
Preferred
Formal sales training a plus
Experience in a financial institution or loan office a plus
Benefits
Comprehensive medical with deductible reimbursement, dental, and vision coverage.
An employer matching 401k plan.
Training and professional development opportunities, including tuition reimbursement.
Work life balance with paid time off, paid volunteer hours, and 11 paid holidays.
Company
Bluestone Bank
Bluestone Bank offers home loans, personal, and business banking services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Meg McIsaac
President and CEO
Benjamin Lord
First Senior Vice President, Chief Information & Technology Officer
Recent News
Providence Business News
2023-10-24
Providence Business News
2023-03-28
2023-03-23
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