What are the responsibilities and job description for the Asset Management & Trust Business Development Officer position at Cadence Bank?
Summary
Responsible for business development, networking and cross-sell activities for the Asset Management & Trust department within the bank.
Essential Duties And Responsibilities
Lead local business development activities. Develops sourcing strategies, maintains and expands prospects and referral sources. Establishes prospect meetings through cold calling, attending community and industry networking events and existing relationships.
Delivers effective client services to optimize retention, asset growth, relationship profitability and client satisfaction.
Develops and maintains a robust pipeline of qualified prospects and opportunities.
Identifies and initiates new projects and client opportunities through partnerships, alliances and joint ventures.
Identify and maximize cross-sell opportunities between the various lines of business throughout the Bank.
Consistently meet and exceed profit, deposit and loan sales goals.
Coordinate with division managers on community banking partnerships.
Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures.
Provides guidance to prospective customers on how to maximize the value of Cadence’s services.
Gather data and key insights to be used in the selling process.
Establishes and maintains close partnerships with key functional leaders (relationship managers, insurance, wealth planning and investment teams) to understand Cadence capabilities.
Accountable for more complex and/or larger business relationships.
Leads the identification, development and implementation of strategic process improvements that significantly reduce workloads or improve quality across the team, line of business and/or the organization (e.g., cross sales processes and activities)
Requirements
10 years of client facing account management and/or strategic business development
5 years of senior management experience in a complex organization including influencing senior management and critical stakeholder / customer responsibility
Demonstrated ability to communicate effectively and persuasively with high-profile clients
Broad base knowledge of the sales process from lead generation to relationship management
Ability to bring a network of contacts and book of business
Exceptional written and oral communication and interpersonal skills
Good organizational skills
Professional appearance and demeanor
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Responsible for business development, networking and cross-sell activities for the Asset Management & Trust department within the bank.
Essential Duties And Responsibilities
Lead local business development activities. Develops sourcing strategies, maintains and expands prospects and referral sources. Establishes prospect meetings through cold calling, attending community and industry networking events and existing relationships.
Delivers effective client services to optimize retention, asset growth, relationship profitability and client satisfaction.
Develops and maintains a robust pipeline of qualified prospects and opportunities.
Identifies and initiates new projects and client opportunities through partnerships, alliances and joint ventures.
Identify and maximize cross-sell opportunities between the various lines of business throughout the Bank.
Consistently meet and exceed profit, deposit and loan sales goals.
Coordinate with division managers on community banking partnerships.
Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures.
Provides guidance to prospective customers on how to maximize the value of Cadence’s services.
Gather data and key insights to be used in the selling process.
Establishes and maintains close partnerships with key functional leaders (relationship managers, insurance, wealth planning and investment teams) to understand Cadence capabilities.
Accountable for more complex and/or larger business relationships.
Leads the identification, development and implementation of strategic process improvements that significantly reduce workloads or improve quality across the team, line of business and/or the organization (e.g., cross sales processes and activities)
Requirements
10 years of client facing account management and/or strategic business development
5 years of senior management experience in a complex organization including influencing senior management and critical stakeholder / customer responsibility
Demonstrated ability to communicate effectively and persuasively with high-profile clients
Broad base knowledge of the sales process from lead generation to relationship management
Ability to bring a network of contacts and book of business
Exceptional written and oral communication and interpersonal skills
Good organizational skills
Professional appearance and demeanor
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
