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First Resource Bank logoFirst Resource Bank

Business Development Officer

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

First Resource Bank logo

Business Development Officer

First Resource Bank

West Chester, Pennsylvania, United States • On-site

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Senior

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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

About First Resource Bank

LinkedInVisit site

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
View all jobs at First Resource Bank

About First Resource Bank

LinkedInVisit site

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
View all jobs at First Resource Bank

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