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About the Role
The Market Manager plays a critical role in expanding the bank’s customer base by strategically targeting and acquiring new business customers. This position requires a proactive approach in identifying potential business opportunities and the ability to deliver tailored banking solutions that meet the diverse needs of prospects and customers. The position requires taking a leadership role in the business community, working closely with local businesses to provide financial products and services that support their growth and success. The Market Manager will acquire, build, and grow the customer base by profiling each customer through regular communication to strengthen and deepen relationships. The Market Manager serves as the face of the bank in the local market, building strong referral networks and ensuring disciplined execution of sales strategies. Business development will be accomplished through an aggressive sales effort resulting in new client acquisition and quality growth of business relationships. At all times, superior leadership and customer service is expected.
Responsibilities
- Partner with local Branch Managers to ensure alignment on sales priorities and execution.
- Collaborate with Retail Branches, Commercial Banking, and Treasury Management sales to ensure seamless onboarding of new customers and exceptional service delivery.
- Conduct market research to identify potential clients and sectors for expansion of customer base.
- Proactively identify and retain “at risk” customers.
- Build and maintain strong relationships with local businesses through networking, community engagement, and strategic partnerships.
- Participate in branch events/sponsorships and be involved with groups and organizations within the community.
- Assess the financial needs of prospective and existing customers and recommend banking solutions that align with their business objectives.
- Utilize advertising leads, internal customer lead lists, personal contacts, referrals from the Bank, internal business lines, and branch customer base to identify sales opportunities and provide an outstanding customer experience.
- Stay informed about industry trends, competitive landscape, and regulatory changes to effectively position banking services.
- Maintain a complete understanding of and competency with products, services, and the Bank’s business-customer acquisition strategy.
- Monitor personal weekly/monthly sales efforts, ensuring sales targets and results are achieved.
Requirements
- Minimum of 7 years of experience in Banking, Sales or Business Development with a proven track record of acquiring business customers.
- Demonstrates a strong outbound business development mindset, with a primary focus on new relationship acquisition.
- Maintain an active and accurate deposit and credit pipeline, providing regular forecasts and activity reporting to management.
- Proactively prospect for new credit opportunities up to $250K through outbound calling, referrals, and community networking activities.
- Strong understanding of business banking products and services.
- Excellent interpersonal and communication skills, with the ability to engage and influence decision-makers.
- Strategic thinker with a strong analytical mindset and the ability to solve complex problems.
- Target-driven and highly motivated with a proven ability to work independently, setting priorities and managing time to maximize market results.
- Proficiency in Microsoft Office Suite.
- Regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
- Occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
- Occasionally lift and/or move up to 10 pounds.
- Specific vision abilities required include close vision.
Skills
- Sales
- Business Development
- Customer Acquisition
- Relationship Management
- Networking
- Community Engagement
- Financial Needs Assessment
- Sales Strategy
- Interpersonal Skills
- Communication Skills
- Strategic Thinking
- Analytical Mindset
- Problem Solving
- Time Management
- Microsoft Office Suite
Location
- Portland Metro Area
Work Type
- On-site
- Full-time
Experience Level
- 7+ years of experience
Education Level
- Bachelor's degree in Business Administration, Finance or related field preferred. Additional experience may be considered in lieu of degree.
Salary/Compensations
- $80,000 - $110,000 annually
- Eligible for Retail Incentive Plan
- AIP/Bonus up to 10%
Benefits
- Medical, prescription, dental, and vision coverage for employees and their eligible family members
- Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
- Health Savings Account with employer contribution
- Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
- 401(k) and Roth 401(k) with company contribution
- 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
- Supplemental Health plans, Voluntary Legal and Identity Theft Services
- 11 paid holidays, paid Sick days, up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
- Free personal checking and savings account
- Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
About the Company
- Mechanics Bank is currently searching for a Market Manager to join our team in the Portland Metro Area. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person.
Equal Opportunity
- Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
- Please view Equal Employment Opportunity Posters provided by OFCCP here.
- To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank