What are the responsibilities and job description for the Business Development Officer - Association Banking Team position at National Cooperative Bank?
Business Development Officer
Association Banking Team
PA/NJ/DC Metro Region
The Business Development Officer role is a member of the HOA vertical team responsible for initiating and managing new business and growing existing relationships with community managers and property management businesses in a designated territory in the United States. The role’s main responsibility is to generate new business for loan and deposit products offered to the HOA market. This role also includes managing and cross selling into an existing client portfolio comprised of deposit and/or loan clients. This individual will be the primary representative of the bank within the designated region and will become a key advisor for new and existing clients regarding bank products and services. This individual should possess the ability to initiate and manage relationships with the appropriate decision makers within the clients’ or prospects’ organization.
Responsibilities Include
Association Banking Team
PA/NJ/DC Metro Region
The Business Development Officer role is a member of the HOA vertical team responsible for initiating and managing new business and growing existing relationships with community managers and property management businesses in a designated territory in the United States. The role’s main responsibility is to generate new business for loan and deposit products offered to the HOA market. This role also includes managing and cross selling into an existing client portfolio comprised of deposit and/or loan clients. This individual will be the primary representative of the bank within the designated region and will become a key advisor for new and existing clients regarding bank products and services. This individual should possess the ability to initiate and manage relationships with the appropriate decision makers within the clients’ or prospects’ organization.
Responsibilities Include
- Drive new business development within designated geographic region.
- Accountable for developing and maintaining a regular calling program within the designated region to include calls, email, trade events and in person meetings to drive awareness of bank products and services within designated market(s)
- Coordinates with various divisions and departments (Deposit Operations, Underwriting, Credit, Servicing) in the servicing of routine transactions and in solving customers’ questions and issues relating to bringing business to NCB
- Participates and advocates for new clients during onboarding of services or completing loans
- Maintains up-to-date knowledge of competitors’ products and pricing in the market served.
- Maintains up-to-date knowledge of banks credit policies (training provided).
- At least 5 years of HOA Banking experience (Lending and Deposit generation) OR 5 years within the HOA management industry (in a finance capacity)
- Bachelor’s Degree or Equivalent Certification required
- Previous sales experience required; must be willing to travel as directed
- Previous experience within HOA management industry preferred
- Excellent communications skills
- Proven success in building business relationships
- Ability to work independently
- Proficient in Excel, Word, PowerPoint, Outlook, Teams, Zoom