Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
Lake Shore Bank is seeking a Business Development Officer & Relationship Manager to expand commercial, municipal, non-profit, and professional-services banking relationships. This role focuses on generating new deposit relationships, deepening existing customer connections, promoting treasury management solutions, and collaborating with internal teams to drive sustainable growth and exceptional customer service.
Responsibilities
- Develop and manage a consistent pipeline of new business prospects.
- Promote Lake Shore Bank’s deposit, cash management, lending referral, merchant, digital banking, and treasury management capabilities.
- Build and maintain strong customer relationships by identifying needs and recommending appropriate banking solutions.
- Serve as a consultative resource for customers seeking to improve cash flow and manage funds.
- Partner with branch managers and retail teams to identify business development opportunities and cross-sell services.
- Coordinate with commercial lending, deposit operations, digital banking, compliance, marketing, and senior management to support customer growth.
- Maintain awareness of competitor offerings, market trends, and customer needs.
- Represent Lake Shore Bank at business, municipal, civic, and community events.
- Educate customers and prospects on treasury management services.
- Identify opportunities to transition customers to digital and treasury management solutions.
- Assist with treasury management onboarding.
- Support ongoing customer training and service follow-up for treasury management services.
- Promote fraud prevention awareness.
- Collaborate with branch and operations teams to ensure business and municipal customers receive timely support.
- Prepare and maintain calling plans, prospect lists, referral pipelines, and relationship notes.
- Provide periodic progress updates to management.
- Analyze customer relationships to identify opportunities for additional products or services.
- Support business development campaigns and customer outreach initiatives.
- Assist with training branch staff on business development conversations and referral expectations.
- Deliver Lake Shore Bank’s service standard by providing professional, responsive, and accurate support.
- Ensure all sales and service activities are conducted in accordance with Bank policies and procedures.
- Protect confidential customer and Bank information.
- Identify, document, and escalate customer concerns, operational issues, or risk concerns.
- Promote sound controls and responsible use of treasury management services.
Requirements
- Bachelor’s degree in business, marketing, finance, or a related field preferred, or equivalent banking, sales, or relationship management experience.
- Three to five years of banking, business development, treasury management, commercial relationship, branch management, or related sales experience preferred.
- Strong knowledge of deposit products, business banking services, treasury management solutions, digital banking platforms, and customer relationship management practices.
- Demonstrated ability to prospect, network, present solutions, identify customer needs, and close relationship opportunities.
- Excellent written and verbal communication skills, including comfort presenting to diverse audiences.
- Strong organizational skills with the ability to manage multiple priorities and maintain follow-up discipline.
- Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, core banking systems, digital banking tools, and other relevant systems.
- High degree of integrity, confidentiality, professionalism, sound judgment, and commitment to customer-focused service.
Skills
- Business Development
- Relationship Management
- Treasury Management
- Deposit Products
- Business Banking Services
- Digital Banking Platforms
- Customer Relationship Management
- Prospecting
- Networking
- Presentation Skills
- Sales
- Communication Skills
- Organizational Skills
- Microsoft Office Suite
- Core Banking Systems
- Digital Banking Tools
Location
- Orchard Park
- East Amherst
Work Type
- In-person
- Full-time
Experience Level
- 3-5 years preferred
Education Level
- Bachelor's degree preferred
Benefits
- Competitive wage and benefits package
- Opportunities for professional development
- Career advancement opportunities
About the Company
- Lake Shore Bank is a growing company investing for its future, headquartered in Western New York.
- We are committed to our communities by providing outstanding customer service.
- We aim to provide outstanding career opportunities to our employees.