Business Development Officer at Servbank, sb Inc. | Melville, NY, US | Rezi

Business Development Officer at Servbank, sb Inc.

Business Development Officer

Servbank, sb Inc. · Melville, NY, US

1 weeks ago

Business Development Officer

Servbank, sb Inc. · Melville, NY, US

8 days ago
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About the Role

Servbank is seeking a motivated Business Development Officer to drive new business growth within Commercial Banking. This role focuses on identifying, prospecting, and developing new client relationships for deposits, loans, treasury management, and long-term banking partnerships.

Responsibilities

  • Develop and execute a strategic business development plan focused on acquiring new commercial banking relationships.
  • Identify and cultivate relationships with business owners, executives, and key decision-makers across a variety of industries.
  • Conduct proactive outreach through calling, email campaigns, networking events, referrals, and face-to-face meetings.
  • Build and maintain a robust sales pipeline of prospective clients.
  • Generate qualified opportunities for deposits, commercial loans, lines of credit, owner-occupied real estate financing, treasury management, and other banking solutions.
  • Consistently meet activity goals related to prospecting, appointments, and business development efforts.
  • Establish trusted advisor relationships with business owners and key decision-makers.
  • Conduct financial needs assessments and recommend appropriate banking products and services.
  • Deliver an exceptional client experience through timely follow-up and proactive relationship management.
  • Retain and expand client relationships by identifying opportunities to deepen banking relationships.
  • Coordinate with internal partners to ensure clients receive a seamless banking experience.
  • Achieve annual goals related to new client acquisition, deposit growth, commercial loan production, treasury management revenue, and portfolio growth and profitability.
  • Develop and manage a portfolio of commercial clients.
  • Maintain a strong understanding of client needs and market opportunities.
  • Represent Servbank within the local business community.
  • Attend networking events, business organizations, industry associations, and community functions.
  • Develop referral relationships with centers of influence and strategic business partners.
  • Enhance Servbank's brand awareness and presence within the market.

Requirements

  • Demonstrated success in prospecting, developing, and managing client relationships.
  • Strong verbal, written, and interpersonal communication skills.
  • Excellent organizational, presentation, and follow-up abilities.
  • Ability to work independently while managing a sales pipeline and achieving performance goals.
  • Strong relationship-building and networking skills.
  • Experience in Business Banking or Commercial Banking.
  • Knowledge of commercial lending, treasury management, deposit products, and cash management services.
  • Established network within the local business community.
  • Experience working with business owners and privately held companies.

Skills

  • Business Development
  • Sales
  • Relationship Management
  • Networking
  • Consultative Sales
  • Communication
  • Organization
  • Presentation
  • Follow-up

Location

  • Local

Work Type

  • Full-time

Experience Level

  • 2+ years of experience in banking, business development, sales, relationship management, or commercial/business banking.

Education Level

  • Bachelor's degree in Business, Finance, Marketing, or a related field preferred.

About the Company

  • Founded in 1994, Servbank is a banking institution with local roots and national reach.
  • We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service.
  • We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals.
  • Come create excellence with Servbank.

Equal Opportunity

  • We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.