Bank and Credit Union Consulting Business Development Officer
Essential Duties and Responsibilities :
- Collaborate with internal teams to create tailored proposals / engagement letters and presentations that address client demands and clearly and concisely communicate the value proposition of the firm’s consulting services.
- Partner closely with executive leadership and cross-functional teams including consultants, analysts, and project managers, to safeguard seamless delivery of services and support client satisfaction and retention.
- Cultivate and preserve robust relationships with existing and potential clients. This includes understanding their needs, challenges, and objectives to successfully position the firm’s consulting services and lead client engagement and fulfillment.
- Manage the sales pipeline, including tracking leads, opportunities, and client interactions using CRM software and providing regular updates and reports to leadership on sales activities and performance.
- Represent the firm at industry events, including state banking association conferences and networking functions. The goal is to expand the firm’s presence in the assigned territory and build relationships with key stakeholders and strategic partners.
- Proactively identify, pursue, and obtain new business opportunities with financial institutions, including banks, credit unions, and other financial service providers.
- Conduct complete research and analysis of the financial industry landscape in the assigned region, including identifying key market trends, competitor analysis, and prospective business opportunities.
Audit / SOX / Internal Controls,BANK - Credit,Commercial Lending,Specialty Lending
Bank and Credit Union Consulting Business Development Officer
Required Qualifications :
- Demonstrated track record of achievements in business development / sales roles. B2B financial services sales experience preferred.
- Robust understanding of the financial industry landscape, including knowledge of banking trends and high-level banking principles.
- Superb communication, presentation, organization and negotiation skills, with the capacity to build rapport and credibility with clients and internal stakeholders.
Must also be able to preserve relationships with key strategic partners.
- Self-motivated, results-oriented, and able to work self-sufficiently with minimal supervision.
- Ability to travel within the assigned region as needed.
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- This role requires use of typical office equipment such as a laptop and cell phone.
- While performing the duties of this job, the employee is regularly required to talk and hear.
- This position may require sitting, standing,
Business Credit Officer
Additional Requirements: Experience with Business and Commercial loans required Knowledge of accounting and finance principles required Knowledge of current banking laws and regulations, loan documentation, and Bank policy required Experience in credit approval authority First Citizens benefits prog...
Business Development Manager- National Accounts
The Business Development Manager- National Accounts is primarily responsible for establishing, planning, and overseeing the development and execution of Mac Papers Packaging and Jan/San National Accounts strategy. Assist in directing all aspects of National Accounts for Packaging and Jan/San segment...
Manager or Senior Manager, Research and Development Tax Credits
Technical skills and experience with research and development deduction and credit Internal Revenue Code sections (including, but not limited to, sections 174 & 41), corresponding regulations and relevant judicial and administrative authority. Conduct research and development (R&D) tax credit consul...
Business Development Manager – EMS & Automation
Increase awareness and use of Vertiv E&I products at key consulting engineers, contractors, and general contractors that influence and support key clients. Provide technical support for key client engagements including the following activities: assistance with development of concept power archit...
Financial Education Officer II - Bilingual - Upstate
This role is responsible for delivering and helping to develop comprehensive financial wellness education programs, resources and initiatives that empower the community and business partner employees served by the credit union to make informed financial decisions and achieve sustainable financial go...
Credit Risk Manager - First Party Fraud & Credit Abuse
Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. This job provides critical information, interpretative, and detailed analysis, and deploys critical credit risk rational strategies that ensure the decisions are made within the ...
Sales & Business Development Account Executive
The Sales & business development manager position is responsible for implementing programs targeted towards generating business in applications of ion exchange resins for North American customers by performing the following duties. Identify new potential customers to meet our revenue objectives for ...
Business Development Manager - Tequila - On and Off Premise - SC
Helps refine and evolve the business development role by observing and recommending positive enhancements to the role and how it works and how it can better engage with internal and external stakeholders. This role relies heavily for success on effective collaboration with other Diageo sales and mar...
Defense and MRO Business Development Manager
At Henkel, you can build on a strong legacy and leading positions in both industrial and consumer businesses to reimagine and improve life every day. Supports identifying future market trends, developments/product/service expectations and translates them into business growth opportunities specifical...
Sales & Business Development Associate, Enterprise Software *Remote*
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Pare...