GTC Business Development I

Job Title

GENERAL DESCRIPTION OF POSITION

The Gold Star Trust Company (GTC) Business Development I plans and implements financial institution sales and marketing programs targeted toward the business community.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Utilizes company products and services for the designated target population and geography to meet monthly goals and sales activity.
• Generates a robust business pipeline and manages it to ensure effectiveness.
• Analyzes the industry landscape for industry-specific insights and opportunities with the ability to turn those insights actionable.
• Facilitates training opportunities for internal and external partners to ensure knowledge and understanding of Gold Star solutions.
• Researches and compiles competitors' product offerings to identify and articulate competitive advantages.
• Maintains updated product knowledge and the effect of industry trends independently and through attendance at educational events.
• Demonstrates proficient knowledge of Gold Star's solutions and effectively educates customers on the features, benefits, and value propositions related to each product.
• Manages relationships of assigned business providers, including educating providers on GTC policies and procedures, servicing existing businesses, and monitoring future growth opportunities to expand the relationship.
• Creates and delivers tailored sales presentations, pricing, and cost analysis based on prospects business strategy and position within the industry.
• Develops a strong relationship with existing customers and centers of influence to retain and develop new business through various channels.
• Communicates professionally and accurately to customer service inquiries and concerns in a timely manner.
• Supports in the development and maintenance of proper procedures, policies, and systems to assure compliance and customer satisfaction with retirement products.
• Completes required BSA/AML training and other compliance training as assigned.
• The ability to work in a constant state of alertness and in a safe manner.
• Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 19 to 23 months related experience and/or training, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. Ability to read, analyze, and understand general business/company related articles and professional journals; ability to speak effectively before groups of customers or employees. ability to write reports, business correspondence, and policy/procedure manuals; ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Ability to read, analyze, and understand common scientific and technical journals, financial reports, and legal documents; ability to respond to complex or difficult inquiries or complaints from customers, regulatory agencies, or members of the business community.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Basic:
Contact Management, Spreadsheet, Word Processing/Typing

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