Market Business Development Specialist

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5 ADMINISTRATIVE Bozeman, MT, US

2 days ago Requisition

Our people, philosophy and the way we do business have positioned Stockman Bank as Montana’s premier financial center for business leaders, agriculture operators, commercial developers and real estate owners. Our offices are locally managed and community-oriented, allowing us to best serve our customers. Our workforce is well trained and competent and our work environment encourages productivity, personal growth and job satisfaction.

Responsible for extensive customer contact that includes processing customer transactions and selling additional Bank products while protecting Bank assets. It requires extensive product knowledge to support frequent customer contact in the development of new business through the servicing of requests, calling on existing customers, identifying and calling on potential customers and representing the Bank in community activities.

Note:

Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

• 1. Bachelor’s degree in business, finance, or equivalent education/work experience.
• 2. Two-four years previous financial institution/customer service experience
• 3. Good interpersonal/team skills with ability to develop effective working relationships.
• 4. Strong commitment to providing exceptional customer service.
• 6. A valid driver’s license

• 1.Previous Bank Operations knowledge and skills.

• 1.Maintain an extensive knowledge of deposits, loans and non-deposit services by studying product information, bulletins, regulations and updates. Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations.
• 2.Sell multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services best satisfy those needs. Products include all deposit products, financing options, and related service products.
• 3.Identify sales opportunities and cross-sell other Bank services as they arise. Refer business consistently.
• 4.Establish and maintain effective working relationships with market-based CSRs while identifying and referring prospective customers for new account openings and related banking services.
• 5.Foster collaborative relationships with eBiz Specialists, support staff, and the Small Business Banking department. Maintain a comprehensive understanding of all electronic business banking products and services, including Small Business Banking and eBiz solutions, to assist with the implementation of new services and the timely resolution of customer issues.
• 6.Develop an understanding of loan products and services to effectively match customer needs with lending solutions and facilitate referrals to lenders.
• 7.Refer potential clients to Stockman Wealth Management and Stockman Insurance.

• 1.Identify prospective clients and solicit new business including borrowing and depositor relationships.
• 2.Thoroughly understand all Bank deposit, non-deposit and loan products with the ability to cross sell to new and existing customers.
• 3.Maintain knowledge of competitors’ products and prices and governmental agency programs and prices.
• 4.Develop, implement, and maintain an effective calling program to strengthen customer relationships, identify business opportunities, and support growth objectives.
• 5.Participate in…