• Needham Bank
  • $93,820.00 -174,440.00/year*
  • Needham Heights , MA
  • Financial Services - Banking/Investment/Finance
  • Full-Time

Job Descriptions:

Job Summary: Responsible for assisting the business development efforts of the bank. This includes generating and pursuing business development leads and representing the bank at community events. Interact with bank management and staff to coordinate business development efforts. This position has extensive contact with existing customers, as well as prospects and business leaders within the community.


  • Review lists and records for business development leads; assist in contacting existing customers and prospects; work on various lists of prospects supplied by the bank for the purpose of establishing new accounts

  • Develop strong relationships with existing customers; establish and maintain a network of contacts in market area to find prospect leads and generate referrals

  • Represent the bank at community functions to enhance its image and develop new business, both during and after bank hours

  • Assist in facilitating meetings between clients or prospects and appropriate bank personnel for additional sales opportunities

  • Assist in marketing products and services that satisfy customers and result in profitable sales for the bank

  • Gain understanding of customers business operations and needs, success factors and service requirements and incorporate into well-conceived account plans; build customer confidence, is committed to increasing customer satisfaction, and set achievable customer expectations

  • Expand sales within existing accounts, develop relationships with key decision makers, track and monitor account activity

  • Identify market trends, have general and detailed knowledge of markets, monitor and respond to competition

  • Develop specific goals and plan to prioritize, organize and accomplish work; achieve business plan goals, meet new business development goals

  • Champion the standards of exceptional customer relationship management

  • Discuss customer needs, issues and concerns with the Executive Vice President of Private Banking and other appropriate bank personnel; assume responsibility for solving customer problems, ensure commitments to customers are met, solicit opinions and ideas from customers, and respond to internal customers

  • Establish short and long-range objectives and specify the strategies and actions to achieve them

  • Monitor/assess performance of oneself to make improvements or take corrective action

  • Perform additional duties as requested, needed or assigned

Required Experience:

  • Bachelor Degree in business or finance; or a related field preferred

  • Five plus years experience in the banking or sales related industry preferred

  • Proficient in Microsoft Office suite; MS Excel, MS Word and Outlook

  • Extensive knowledge of banks products and services features/benefits; understand and sell the banks full product and services line

  • Extensive knowledge of financial institution policies and procedures

  • Knowledge of department support structures, resources and personnel

  • Strong sales, managerial and interpersonal skills

  • Strong organizational and communication and public relations skills

  • Strong ability to build strong relationships and alliances across the organization; ability to adapt to change; ability to multi-task; reliable and highly self-motivated

  • Ability to retain accounts through meeting and exceeding customers expectations

  • Project a professional image and impression of the bank and its integrity

  • Fluent written and verbal English communication skills

  • Ability to adhere to Needham Banks Core Values

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program.

Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.

Keyword: Private Banking, Sales

From: Needham Bank

Associated topics: banker, counselor, loan, loan review officer, loan servicing officer, mortgage originator, mortgage servicing officer, personal banker i, relationship, sell

* 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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