Ives Bank · 3 hours ago
Community Development Manager
Waterbury, CT
Full-time
Onsite
Senior Level
5+ years expIves Bank is a full-service community bank established in 1849, committed to serving its customers with professionalism and care. The Community Development Manager is responsible for growing and managing a portfolio of business banking deposit relationships, focusing on new business development and customer relationship management.
AccountingBankingFinancial Services
Responsibilities
Achieve goals and objectives set for customer retention and new business volume
Achieve 100% of goal for:
Net increase in business deposit portfolio
New business relationships to the Bank
Merchant and Payroll referrals
Calling efforts for new and existing business relationships
Create and develop business banking relationships through networking, cold calling and other sales methods
Service and expand existing business relationships through calling efforts and contact management activities
Establish and conduct Bank at Work events targeting new customer acquisition
Stay current on bank products, services and marketing promotions including functionality of services to support customers and create a positive overall banking experience
Proficient in cash management services (RDC, ACH and advanced cash management services)
Open or work with assigned branch partners to establish and maintain accounts acquired from business calling efforts
Proficient in Heartland Card and Payroll Processing (achieve assigned annual referral goal)
Recognize potential leads to commercial lending, residential lending, and Infinex
Conduct visits to existing businesses to strengthen and expand relationships
Maintain an accurate record of customer contacts and calls in CRM system, including valuable notes to assist our sales process across all channels
Assist with customer presentations and on-site customer visits and invite business partners as needed
Provide solutions and support to solve complex customer needs
Address customer questions and concerns, document the conversations and take appropriate action to overcome issues, list in the Complaint Tracker with resolution
Manages Outlook calendar to schedule sales prospecting, events and calls to be shared with Team Leader
Work with assigned branches and refer retail prospects and customers back to retail division
Expand network and sales opportunities by developing relationships with individuals and businesses throughout the community
Volunteer for at least two organizations and attend one event per month
Review and follow all SBD policies and procedures
Be aware of and comply with CRA guidelines and policies, ethics policy, and the bank's nondiscrimination policy; comply with banking regulations
Comply with BSA requirements relating to Suspicious Activity Reporting, Currency, Transaction Reporting, OFAC and red flags
Secure all documents and confidential data following the "clean desk" policy, lock computer screen and secure equipment when leaving desk or station
Follow security measures for designated offices you are in or visiting
Obtain all required customer information (CIP) and documents to be able to open accounts and services
Qualification
Required
Bachelor's degree in business or in a relevant field or an equivalent amount of training
5+ years relevant experience in a sales and business banking role
Strong knowledge of business banking deposit and cash management solutions
Strong business development skills
Above average written and oral communication skills to interact with customers, prospects and our internal team
Strong customer relationship management skills
Demonstrated ability to generate sales leads
Proficient use of Word, Excel, and CRM
Company
Ives Bank
Established in 1849 and headquartered at 220 Main Street, Danbury, Ives Bank is a mutual savings bank with assets in excess of $1.6 billion.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
M
Martin G. Morgado
President and CEO
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