Research prospects to determine optimal points of contact, stay abreast of key events influencing banking needs, and formulate a strategic approach to win new relationships for the Commercial Bank
Employ a myriad of tactics such as cold-calls, emails, event invitations, and targeted marketing campaigns to establish and maintain contact quarterly with a portfolio of 800-1,000 prospects
Develop relationships with qualified prospects with $20MM - $100MM in sales in assigned markets and identify opportunities to introduce bankers as appropriate
Pursue broad and ongoing Commercial Bank product education to remain conversant in the features and benefits of our full suite of offerings including treasury, credit, retirement planning, investment banking, and more
Align closely with partners across the firm to appropriately prioritize prospects, share best practices, leverage competitive intelligence, and evolve strategy as needed
Maintain thorough records of our activities with each prospect to ensure fluidity of communication with multiple touch points across the bank
Required Qualifications, Capabilities and Skills:
5+ years in sales or business development within the financial services industry
Business-to-business sales experience
Strong interpersonal and communication skills, particularly over the phone and in writing
Comfort establishing relationships remotely via phone and email
Highly proactive, persistent, tenacious, nimble, and creative
Ability to travel to markets and sales meetings, as appropriate