United Fidelity Bank · 2 days ago
Business Development Officer
United Fidelity Bank is committed to bringing passion and customer focus to the business. The Business Development Officer is responsible for building and maintaining profitable relationships with customers, cross-selling products, and resolving customer issues while supporting branch operations.
BankingCreditFinancial Services
Responsibilities
Assist branch to open and close if needed; maintain and adhere to security policies and procedures
Assist customers when they call in or direct them to the appropriate department
Assist and open new accounts for customers, such as checking, savings, CD’s, IRA’s, HSA’s, etc
Actively solicit and call on prospective customers and attend various social events to market the bank’s image and services to reach sales goals
Work closely with the Compliance & Marketing Department in all marketing efforts, community events, and within all aspects of the branch for approval and compliance with the Bank Secrecy Act
Accept applications for consumer, commercial, and mortgage loans
Responsible for developing new depository business from prospects and expanding current client relationships to meet the bank’s deposit goals, including servicing possible commercial loan opportunities in partnership with commercial team members and Community President
Cross-sell other bank related products
Address and solve client concerns, claims and queries, ensuring that the process of customer claim resolution is administered efficiently
Coordinates with multiple departments to exceed customer service expectations
Maintain knowledge of bank products and services including current rates and promotions, as well as the processes associated to the delivery of these products and services
Develop relationships and be involved with at least two to three organizations that will advance the exposure of UFB and the products offered. At least one organization must count toward CRA
Qualification
Required
Must be able to obtain NMLS within 45 days of hire
A minimum of 1-year sales/marketing experience in a financial environment required
Preferred
Bachelor's Degree preferred. Will consider 5+ years of general banking and finance experience in lieu of a degree
Company
United Fidelity Bank
United Fidelity Bank is a financial services provider that builds long-term relationships with its customers.
Funding
Current Stage
Growth StageTotal Funding
$50.75M2023-01-11Debt Financing· $25.25M
2019-11-12Debt Financing· $23.5M
2018-02-09Undisclosed· $2M
Recent News
2023-12-23
Lehigh Acres Citizen
2023-12-23
2023-12-23
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