Job Details

The Investments Business Development Officer is responsible for generation of customer account relationships for advisors via referrals and marketing. They will coordinate with each advisor activities that will build referrals & awareness. Also, assists Program Manager with special projects when called upon. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Makes 15 weekly retention and business development outside calls on potential customers to solicit their banking business. 2. Develops prospects from current commercial customers, referrals, and other sources; for lenders, merchant services, and Centennial Insurance Agency. This duty is performed daily, about 20% of the time. 3. Contacts prospective customers to present information on available services. 4. Represents bank at various civic, charitable, educational, and social affairs in order to develop and expand base of contacts. 5. Documents calls through CRM (connections) and makes weekly call reports to supervisor. This duty is performe...Business Development, Officer, Business, Investment, Development, Accounting, Banking, Business Services