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Origin Bank · 6 hours ago

Business Development Banker III

Brandon Center, NY

Full-time

Onsite

Senior Level, Lead/Staff

15+ years exp

Origin Bank is a financial institution seeking a Business Development Banker III to enhance their market presence. The role focuses on developing and maintaining profitable financial relationships through direct marketing, community involvement, and providing exceptional customer service.

BankingFinanceFinancial Services

Growth Opportunities

Responsibilities

Establishes, coordinates, and/or refers financial relationships in the applicable market, including but not limited to consumer/commercial loans, business purpose loans, personal/business checking accounts, time deposits, personal/business Investment options, and cash management services

Works with Banking Center Managers, Private Bankers, Commercial Relationship Bankers, and Market Relationship Bankers in acquiring and servicing profitable deposit and loan relationships

Develops new business by contacting prospects and customers

Prepares timely recommendations to Senior Management regarding deposit and loan products and competitive rates in our markets

Follows up on and creates specific leads offering business development opportunities, promoting the bank’s services (including investment and insurance referrals), placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting

Maintains an active role in community affairs by coordinating and/or participating in community organizations, projects, or events to improve the bank’s visibility in the area and offer further opportunities to acquire useful information as well as enhancing business opportunities and the marketing efforts of the bank as well as enhancing retention of existing customers

Serves on various civic committees, as designated by the manager, to increase the bank’s community involvement and maintain extensive contact with customers, the public, and the community, conducting relationships in a manner that will enhance the overall marketing effort of the bank

Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed

Promotes bank services and products to improve client awareness and strengthen community knowledge

Develops and maintains a business, personal, and/or public fund deposit portfolio and/or loan portfolio, when applicable, including all day-to-day responsibilities with each

Prepares loan documents and opens new accounts when necessary

Recommends changes and new procedures to eliminate weaknesses in practices and procedures

Keeps abreast of current trends in banking by regularly attending seminars, reading appropriate periodicals, and attending applicable training

Qualification

Client relationsBanking knowledgeBusiness developmentMicrosoft ExcelMicrosoft WordInterpersonal skillsProblem solvingOral communicationWritten communicationTeamwork

Required

Bachelor's degree (B. A.) from four-year college or university

minimum of fifteen years strong performance in client relations in banking, investments, or sales arenas

working knowledge of federal/state laws related to banking/lending practices

equivalent combination of education and experience

knowledge of the Internet, Outlook, Microsoft Word and Excel

Ability to use basic office machines

Ability to learn bank-specific software such as MPC, IBS, ADP, etc

Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor

Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank