Community Banking Development Officer

Description

The primary focus of this position is to advance Liberty Savings Bank’s integration into the local community.

The Community Banking Development Officer is responsible for driving growth in the bank's community development efforts, fostering relationships and identifying personal and business relationship opportunities in the community. This role focuses on enhancing our presence and reputation through strategic partnerships, outreach and innovative solutions that cater to the unique needs of residents and businesses. This position shall be integral to the bank’s mission of being the leading Sarasota-Manatee community bank by providing tailored financial solutions and promoting the bank's products and services.

Essential Functions:

· Develops and maintains strong relationships with community banking clients, whether individuals or local businesses.

· Leads, implements and establishes initiatives to acquire new individual and business clients.

· Assesses clients' financial needs and provides appropriate banking products and services, such as loans and retail deposit products.

· Promotes and cross-sells the bank’s products, such as business loans, mortgages and retail accounts to existing and potential clients.

· Works closely with financial center managers, lending officers and marketing teams to implement community development initiatives and meet growth targets.

· Conducts research to understand the financial needs of the community, identify potential market gaps and ensure the bank's offerings align with community needs.

· Plans and attends local community and bank specific events, workshops and seminars to increase visibility and educate community members on financial literacy and the bank’s services.

· Identifies and pursues new business opportunities within the community to grow the client portfolio.

· Delivers exceptional customer service by addressing client inquiries, resolving issues and providing financial advice.

· Actively participates in community events and organizations to promote the bank and build relationships as the face of Liberty Savings Bank in the Sarasota/Manatee communities.

· Originates mortgage and consumer loans and serves as a lending advisor to clients. Maintains necessary knowledge of associated products and systems.

Secondary Functions:

· Ensures all banking activities comply with federal and state regulations, as well as company policies.

· Stays informed regarding local market conditions, industry trends and competitor activities.

· Tracks and reports on client interactions, sales activities and performance metrics.

· Maintains records of community outreach activities, tracks business development progress and provides regular reports to management on performance and opportunities.

· Self-motivated and proactive in identifying new business opportunities.

· Additional duties as assigned.

Job Standards:

· Consistently updates the Liberty call log to ensure appropriate contact with existing relationships are fostered.

· Achieves production and departmental goals/objectives as established in the Individual Annual Plan.

· Contributes to the overall achievement of corporate goals as established in the Corporate Annual Plan.

· Sets the standards of professionalism, customer service, teamwork and attendance as evidenced by management observations.

· Maintains a professional appearance and proper etiquette with both internal and external customers.

· Proven track record of achieving sales targets and driving revenue growth or similarly related experience.

· Strong negotiation and presentation skills.

· Proficiency in CRM software and Microsoft Office Software.

· Possesses a passion for community development and giving back in the communities Liberty Savings Bank serves.

Requirements

Physical Requirements:

· Talking—Ability to express or exchange ideas by means of the spoken word.

· Hearing—Ability to receive detailed information through oral communication.

· Seeing—Ability to view a computer screen for an extended period and/or identify individuals visually.

· Standing—Ability to stand on feet for required periods of time.

· Walking—Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces.

· Hand/Finger dexterity—Ability to work with hands/fingers for office related duties such as the use of a telephone, keyboard and mouse.

· Reaching—Ability to extend hand/arms in any direction to move/handle objects.

· Driving— Frequent travel required to include community events, outreach activities, other office locations and client sites.

Knowledge, Skills and Abilities:

· Associate's degree in finance, business, or a related field. Equivalent work experience may be considered.

· Minimum of 3 years of experience in business development, banking, financial services or a related field.

· Strong relationship-building and interpersonal skills.

· Excellent communication and customer service abilities.

· Proficiency in banking software and Microsoft Office Suite.

· Strong analytical/problem-solving skills and strategic thinking abilities.

· Detail-oriented with strong organizational skills.

· Ability to work independently and as part of a team.

· Knowledge of local market and community banking practices.

· Positive, energetic with professional dress and demeanor.

 An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities 

PM19