• Ivy Exec
  • $108,410.00 -108,410.00/year*
  • Hicksville , NY
  • Financial Services - Banking/Investment/Finance
  • Full-Time


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Responsible for achieving business goals, including: developing new deposit relationships, and increasing core deposits. Calls on existing clients with the framework of business development call program. Meets with new prospects to discuss their needs, outlines appropriate company services and resolves problems as necessary. Documents call and results and reports finding to Executive Management. Conduct joint calls with Premier Banking Manager on high potential and targeted prospect clients. Compiles and analyzes statistics pertinent to the companys business development programs and makes recommendations or suggestions on obtaining new business and growing core deposits. Serves as business and professional subject expert with regard to product information and dissemination of such. Solicit new deposit accounts from current clients and borrowers of the bank. Travel to clients for deposit account, cash management, other business services openings and deposit pick-up as necessary. Visit potential clients on site as necessary. Responsible for coordination with Commercial Lending Department regarding required deposit accounts, including maintenance of spreadsheet to report success of opening account or lack of to appropriate Loan Officer and Processor. Performs special projects, and additional duties and responsibilities as required. Where applicable and when performing the responsibilities of the job, employees are accountable to maintain Sarbanes-Oxley compliance and adhere to internal control policies and procedures.

EDUCATION AND EXPERIENCE

High school diploma. Bachelors degree preferred or equivalent experience. Five (5) years of customer service experience.

KNOWLEDGE, SKILLS AND ABILITIES

Comprehensive knowledge of business deposit products and cash management services. Excellent customer service, communication and sales skills. Computer literate with proficiency in Microsoft Office product suite. Ability to establish rapport with customers.


Associated topics: banking product, customer, loan officer, mortgage, mortgage loan officer, mortgage servicing officer, mortgage underwriter, officer, personal banker, representative

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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