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Business Development Officer
Central Bank Columbia, MO
$97k-126k (estimate)
Full Time | Lending & Credit 3 Days Ago
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Central Bank is Hiring a Business Development Officer Near Columbia, MO

OverviewCentral Trust Company provides world class fee-only wealth management solutions, including professional investment management, financial, estate and tax planning services, all free from conflicts of interest. The individual in this position will collaborate closely with a team of professional wealth management advisors to increase our market share in the communities we serve. Central Trust Company is dedicated to delivering legendary client service, while being mindful of our Midwest values and never forgetting our roots, dating back to 1902.
Job Summary The Business Development Officer (BDO) will work to expand our relationships with bank partners, Centers of Influence, and their own referral networks, with a goal of building strong, trusted connections that result in referrals of quality leads. Through presentations of our services with the help of other Central Trust Company colleagues, the BDO will work to convert prospective client leads into new client relationships. A successful BDO is self-motivated, goal driven, an excellent communicator, and an experienced presenter/public speaker.
Job DutiesDevelop new client relationships for Central Trust Company (CTC)
Lead prospective client meetings at all phases of the wealth management cycle to discover needs and provide solutions to complex financial issues
Make presentations to boards, community groups, and other entities regarding the wealth management services offered by Central Trust Company
Develop relationships with and referrals from employees of The Central Trust Bank
Develop relationships with and referrals from external sources, such as accountants and attorneys
Record and track referrals received, as well as prepare and submit a variety of reports
Report to the Chief Revenue Officer regarding annual sales goals, along with activities and production related to sales goals
Bachelor’s degree, preferably in a related field such as finance, business, or accounting
CFP® Professional (preferred)
5 or more years in the financial services industry with relevant experience in a client-facing role
Deep understanding of the wealth management needs and preferences of high-net-worth clients
Demonstrated ability to analyze, present, and deliver tailored solutions to complex financial planning and wealth management needs
Ability to perform highly detailed work with a great degree of accuracy
Strategic thinker with a creative mindset, capable of identifying and capitalizing on market opportunities
Excellent communication and effective relationship development skills
Extensive sales and client service experience

Job Summary

JOB TYPE

Full Time

INDUSTRY

Lending & Credit

SALARY

$97k-126k (estimate)

POST DATE

07/04/2024

EXPIRATION DATE

08/01/2024

WEBSITE

centralbankonline.com

HEADQUARTERS

ANKENY, IA

SIZE

25 - 50

FOUNDED

1877

CEO

KEVIN KELLY

REVENUE

$5M - $10M

INDUSTRY

Lending & Credit

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About Central Bank

Chartered in 1877, Central Bank has a solid history of providing customers with financial solutions and a strong commitment to serving their communities. Central Bank believes in supporting local organizations and their employees embrace this philosophy by donating their time and talents. From traditional and business banking services to home loans, trust and insurance services, Central Bank is your complete financial resource. Visit centralbankonline.com for more information. Member FDIC.

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The job skills required for Business Development Officer include Business Development, Presentation, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Business Development Officer. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Business Development Officer. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Business Development Officer positions, which can be used as a reference in future career path planning. As a Business Development Officer, it can be promoted into senior positions as a Business Development Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Development Officer. You can explore the career advancement for a Business Development Officer below and select your interested title to get hiring information.

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If you are interested in becoming a Business Development Officer, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Business Development Officer for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Business Development Officer job description and responsibilities

Hire, train and guide the marketing and business development officer

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Develop business proposals for new and existing customers.

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Business Development Officers create marketing and business plans to achieve company revenue goals.

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Use the right business development methods.

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A Business Developer will need to have strong research and strategic to product

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Business Development Officer jobs

Offer creative opportunities to connect with customers.

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Hire the right business development leader.

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Define the scope of the project.

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Create a work structure.

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Open the meeting with a positive round.

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Step 3: View the best colleges and universities for Business Development Officer.

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