Small Business Specialist
 

Locations include the NY Boroughs – Manhattan, Queens, Long Island, Brooklyn, Staten Island
 

 


Locations
: Lawrence: Manhattan, Brooklyn, Staten Island, Queens-Long Island

Job Duties

  • The Business Development Officer is responsible for providing superior sales and service to our client’s small business client base.

  • The Business Development Officer is charged with retaining and expanding an assigned portfolio, growing and maintaining revenue, providing personalized service, and effectively cross selling.

  • Identifies and provides the appropriate financial solutions which lend to maximum retention rates, growth and profitability.

  • Thoroughly assesses need; draws effectively from the full spectrum of  business products and services to produce total integrated financial solutions.

  • Provides guidance to clients so that they may make informed decisions about their financial needs.

  • Committed to providing extraordinary, memorable and personalized customer service exceeding customer expectations.

  • Possesses a thorough knowledge of business banking products and services.

  • Understands various securities, investments, annuities and retirement plans.

  • Makes appropriate referrals.

  • Uses sound judgment and acts within authority.

  • Understands all appropriate policies, procedures, and processes and keeps abreast of financial industry news and advances

Qualifications

  • High school diploma or equivalent
  • College degree preferred
  • Two years sales and relationship management experience
  • Highly effective verbal and written communication skills
  • Strong organizational and time management skills
  • Excellent sales and service skills
  • Relationship management skills
  • Ability to make independent decisions
  • Ability to identify, respond and resolve the diverse needs of the customer

 


Interested Individuals Should contact:  

Mo Lashendock
Senior Executive Recruiter

Manager of Recruitment
Xavier Associates
978 462-2249
 

mlashendock@xavierassociates.com