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Small
Business Specialist
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Locations include the NY Boroughs –
Manhattan, Queens, Long Island, Brooklyn, Staten Island |
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Locations:
Lawrence: Manhattan, Brooklyn, Staten Island, Queens-Long
Island
Job Duties
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The Business Development Officer is responsible for
providing superior sales and service to our client’s small
business client base.
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The Business Development Officer is charged with retaining
and expanding an assigned portfolio, growing and maintaining
revenue, providing personalized service, and effectively
cross selling.
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Identifies and provides the appropriate financial solutions
which lend to maximum retention rates, growth and
profitability.
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Thoroughly assesses need; draws effectively from the full
spectrum of business products and services to produce total
integrated financial solutions.
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Provides guidance to clients so that they may make informed
decisions about their financial needs.
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Committed to providing extraordinary, memorable and
personalized customer service exceeding customer
expectations.
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Possesses a thorough knowledge of business banking products
and services.
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Understands various securities, investments, annuities and
retirement plans.
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Makes appropriate referrals.
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Uses sound judgment and acts within authority.
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Understands all appropriate policies, procedures, and
processes and keeps abreast of financial industry news and
advances
Qualifications
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High school diploma or equivalent
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College degree preferred
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Two years sales and relationship management experience
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Highly effective verbal and written communication skills
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Strong organizational and time management skills
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Excellent sales and service skills
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Relationship management skills
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Ability to make independent decisions
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Ability to identify, respond and resolve the diverse
needs of the customer
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Interested
Individuals Should contact:
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Mo
Lashendock
Senior
Executive Recruiter
Manager of
Recruitment
Xavier Associates
978
462-2249
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mlashendock@xavierassociates.com |
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