West Chester, Pennsylvania, United States · On-site
Senior
Description At First Resource Bank, relationships are at the heart of everything we do. We are committed to delivering exceptional service, building strong connections within our communities, and helping our clients achi…
Skills: Business Development, Prospecting, Relationship Management, Public Speaking, Data Analysis
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Full-time
high school
Health Insurance, Dental Insurance, Vision Insurance, Short-term Disability Insurance, Long-term Disability Insurance, Life Insurance
Posted 42d ago
~40 hrs/week
Responsibilities
Identify and acquire new business deposit relationships through intentional prospecting and community networking. Manage the full sales process from lead generation to onboarding while deepening existing customer relationships.
Requirements
Requires a high school diploma and at least 5 years of experience in both business banking and customer service. Candidates must possess strong communication skills and the ability to travel locally at least 50% of the time.
Full job description
Description
At First Resource Bank, relationships are at the heart of everything we do. We are committed to delivering exceptional service, building strong connections within our communities, and helping our clients achieve their financial goals. As we continue to grow, we are seeking experienced Business Development Officers (BDOs) located in or actively serving the Montgomery County, Bucks County, and Main Line markets. We are specifically looking to expand our Business Development team within these communities and are seeking professionals who are passionate about developing new business relationships and strengthening our local presence.
This is an exciting opportunity to join a community-focused organization where your expertise, local market knowledge, and relationship-building skills can make a meaningful impact. If you thrive on connecting with businesses, identifying opportunities, and delivering financial solutions that help clients succeed, we'd love to hear from you.
Primary duties include:
Identify, acquire, and grow new deposit relationships with business customers through efficient and intentional prospecting to meet or exceed annual deposit growth goals
Maintain detailed and timely documentation of all deposit growth efforts and results on pipeline
Responsible for all phases of the sales process:
Identifying leads through a number of methods including, but not limited to:
Networking efforts
Collaborating with community partners
Engaging Centers of Influence
Community involvement and volunteerism
Non-profit board or committee membership
Uncovering needs and opportunities
Leveraging product and service knowledge to provide solutions
Preparing creative, thorough, and precise banking proposals
Offering and overseeing a detailed action plan to transition and onboard new relationships and accounts
Coordinating introductions to internal team members in Lending and/or Cash Management, dependent upon a customer’s needs
Committing to operational proficiency when servicing customer requests
Strengthen and deepen existing customer relationships with the Bank through expansion of products and services, along with encouraging the connections and partnerships between customers of the bank
Collaborate inter-departmentally with colleagues to develop new strategies, champion marketing efforts, and lead deposit growth projects and initiatives
Research the market trends and the competition to ensure that our offerings and solutions are relevant
Proactively engage the community on an ongoing basis, including volunteerism, non-profit board service, non-profit committee service, and networking
Readily and proficiently, we serve, mentor, support, and back-up the Branch and Cash Management team members to ensure we are adequately staffed and can serve our client base to the highest standard of excellence
Be proactive, innovative, and creative in meeting customer and enterprise needs, as well as pursuing opportunities for personal professional growth
Question status quo and be the catalyst for positive change when you identify opportunities for the Bank to do better
Be willing and able to travel locally at least 50% of the time, as well as be flexible in scheduling early mornings, late evenings, and weekends for prospect meetings and/or community events on an as needed basis
Maintain an up-to-date calendar and be readily available during business hours outside of scheduled bookings
Be willing and able to provide branch coverage on the teller line and at the customer service desk no less than 4 Saturdays each calendar year
Requirements
Proficient written and verbal communication
Captivating public speaking skills
Knowledge of banking industry standards and best practices
ROI and data analysis skills
Business intelligence skills
Ability to develop, communicate and manage plans of action
Flexible schedule and ability to travel
Proficient in Microsoft office products, particularly Excel and Word
Experience with Jack Henry and Profit stars systems is preferred
Active volunteerism in the community
Education and Experience:
High school diploma or equivalent.
1+ years of business development or sales experience required
5+ years of business banking experience required
5+ years of customer service experience required
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer
Ability to travel frequently among various locations
At First Resource Bank, you will enjoy an incredible family-style, community-focused atmosphere. Our excellent benefit package reflects the respect and appreciation we have for our team members.
Excellent annual compensation commensurate with experience
Health, dental, vision, short- and long-term disability, and life insurance
Enrollment in 401K plan with company contribution (after 6 months of service)
Optional enrollment in ESPP stock plan (after 6 months of service)
Paid time off
Additional days off for Federal Holidays
First Resource Bank is an Equal Opportunity Employer
Related keywords
Business BankingDeposit GrowthJack HenryProfit StarsCenters Of InfluenceCash ManagementROI AnalysisCommunity InvolvementPipeline ManagementFinancial SolutionsBanking Industry Standards
Full service bank serving businesses, entrepreneurs, and individuals in the Twin Cities & surrounding areas.
Industry
Banking
Company size
51-200 employees
Headquarters
Minneapolis, Minnesota
LinkedIn followers
2,090
First Resource Bank is focused on ensuring three simple principles are at the core of all we do: having a team approach, providing unequaled service, and making a positive impact in the communities we serve.
By implementing three simple tenets, the organization has experienced growth and an expanding client base. In April 2018, to further increase services, locations, and products to the growing organizations, the parent company of First Resource Bank and Eagle Valley Bank merged the institutions and retained the name First Resource Bank.
Today, First Resource Bank is a full service bank that continues serving the needs of small businesses, entrepreneurs, and individuals in the Twin Cities and surrounding areas. The company remains owned by a small group of entrepreneurs that understand the needs of our clients. We pride ourselves on providing prompt client service and simple lending and deposit solutions.
We intend to continue making a positive impact on the communities we serve. With branch offices located in Lino Lakes, Minneapolis, Forest Lake, Lindstrom, and Stillwater, Minnesota, as well as St. Croix Falls, Wisconsin, we look forward to the opportunity to work with you!
Member FDIC, Equal Housing Lender
Offices: 811 S Washington Ave, Suite 104, Minneapolis, Minnesota 55415, US · 7449 Village Drive, Lino Lakes, MN 55014, US · 1946 Washington Ave S, Stillwater, Minnesota 55082, US · 2206 Glacier Dr, St Croix Falls, Wisconsin 54024, US · 12790 N 1st Ave, Lindstrom, Minnesota 55045, US
Business BankingConsumer BankingCash ManagementCommercial LoansCommercial MortgagesChecking Accountsand Revolving Lines of CreditFinanceBankingFinancial Services
Full service bank serving businesses, entrepreneurs, and individuals in the Twin Cities & surrounding areas.
Industry
Banking
Company size
51-200 employees
Headquarters
Minneapolis, Minnesota
LinkedIn followers
2,090
First Resource Bank is focused on ensuring three simple principles are at the core of all we do: having a team approach, providing unequaled service, and making a positive impact in the communities we serve.
By implementing three simple tenets, the organization has experienced growth and an expanding client base. In April 2018, to further increase services, locations, and products to the growing organizations, the parent company of First Resource Bank and Eagle Valley Bank merged the institutions and retained the name First Resource Bank.
Today, First Resource Bank is a full service bank that continues serving the needs of small businesses, entrepreneurs, and individuals in the Twin Cities and surrounding areas. The company remains owned by a small group of entrepreneurs that understand the needs of our clients. We pride ourselves on providing prompt client service and simple lending and deposit solutions.
We intend to continue making a positive impact on the communities we serve. With branch offices located in Lino Lakes, Minneapolis, Forest Lake, Lindstrom, and Stillwater, Minnesota, as well as St. Croix Falls, Wisconsin, we look forward to the opportunity to work with you!
Member FDIC, Equal Housing Lender
Offices: 811 S Washington Ave, Suite 104, Minneapolis, Minnesota 55415, US · 7449 Village Drive, Lino Lakes, MN 55014, US · 1946 Washington Ave S, Stillwater, Minnesota 55082, US · 2206 Glacier Dr, St Croix Falls, Wisconsin 54024, US · 12790 N 1st Ave, Lindstrom, Minnesota 55045, US
Business BankingConsumer BankingCash ManagementCommercial LoansCommercial MortgagesChecking Accountsand Revolving Lines of CreditFinanceBankingFinancial Services