Small Business Specialist
 

Locations in New Jersey and Philadelphia, PA
 

 

 

Position locations: Mercer / Princeton, NJ & Philadelphia, PA & Southern NJ

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:  

Stephanie Parks
Manager of Recruitment
Linked In  http://www.linkedin.com/in/sparks7
Xavier Associates
508-359-8294
 

sparks@xavierassociates.com