Bank and Credit Union Consulting Business Development Officer

Job Description

Bank and Credit Union Consulting Business Development Officer

Essential Duties And Responsibilities

• Proposal Development: Collaborate with internal teams to create tailored proposals/engagement letters and presentations that address client demands and clearly and concisely communicate the value proposition of the firms consulting services.
• Collaboration & Teamwork: Partner closely with executive leadership and cross-functional teams including consultants, analysts, and project managers, to safeguard seamless delivery of services and support client satisfaction and retention.
• Client Relationship Management: Cultivate and preserve robust relationships with existing and potential clients. This includes understanding their needs, challenges, and objectives to successfully position the firms consulting services and lead client engagement and fulfillment.
• Sales Pipeline Management: Manage the sales pipeline, including tracking leads, opportunities, and client interactions using CRM software and providing regular updates and reports to leadership on sales activities and performance.
• Networking & Industry Engagement: Represent the firm at industry events, including state banking association conferences and networking functions. The goal is to expand the firms presence in the assigned territory and build relationships with key stakeholders and strategic partners.
• New Business Development: Proactively identify, pursue, and obtain new business opportunities with financial institutions, including banks, credit unions, and other financial service providers.
• Market Research & Analysis: Conduct complete research and analysis of the financial industry landscape in the assigned region, including identifying key market trends, competitor analysis, and prospective business opportunities.
  
  

Qualifications

Bank and Credit Union Consulting Business Development Officer

Required Qualifications

• Demonstrated track record of achievements in business development/sales roles. B2B financial services sales experience preferred.
• Robust understanding of the financial industry landscape, including knowledge of banking trends and high-level banking principles.
• Superb communication, presentation, organization and negotiation skills, with the capacity to build rapport and credibility with clients and internal stakeholders. Must also be able to preserve relationships with key strategic partners.
• Self-motivated, results-oriented, and able to work self-sufficiently with minimal supervision.
• Ability to travel within the assigned region as needed.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• This role requires use of typical office equipment such as a laptop and cell phone.
• While performing the duties of this job, the employee is regularly required to talk and hear.
• This position may require sitting, standing,
  
  

Why Is This a Great Opportunity

Bank and Credit Union Consulting Business Development Officer

This is a remote/WFH opportunity

Our client is a boutique consulting firm specializing in profitability improvement and process improvement for financial institutions across the United States. They have an outstanding track record in working with community banks and credit unions to increase debit card profitability, assess and negotiate systems contracts, lead strategic planning, improve revenue and/or reduce expenses and improve processes.

As a Business Development Officer concentrating on the Southeastern U.S. markets you will playa vital role in growing the firms client base and expanding revenue growth within the financial sector. Leveraging your knowledge in business development, relationship management, and industry acumen, you will be accountable for finding and cultivating new business opportunities, nurturing client relationships, and promoting the firms collection of consulting services. You will additionally be accountable for managing significant strategic relationships with service partners.

Salary Type : Annual Salary

Salary Min : $ 100000

Salary Max : $ 180000

Currency Type : USD