Position locations: Lawrence, Watertown, Salem, Boston, Newton

Job Duties:

• Manages a portfolio of Business Clients to grow and maintain revenue, provide personalized service and effectively cross-sell

• Identify and provide the appropriate financial solutions which lead to maximum retention rates, growth and profitability

• Opens new accounts, takes loan applications, closes loans and provides customer service to existing  business clients

• Thoroughly assess need; effectively draw from the full spectrum of our client’s business products and services to produce total integrated financial solutions for the client 

• Majority of time spent calling on existing and prospective business clients to develop new business and to retain or expand existing business

Qualifications:

• Bachelors  Degree preferred or equivalent work experience

• Series 6 & 63 license desirable 

• 3-5 years sales and relationship management experience involving small businesses or small business owners necessary

• Financial services industry desirable 

• Effective verbal and written communication skills; strong organizational and time management skills

• Excellent sales, cold calling, service and relationship management skills

• Ability to effectively identify, respond and resolve the diverse needs of the customer