About the Organization
We are people serving people. Established in 1849, Ives Bank is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their accounts and manage their money anytime, on the go. We are committed to employing highly-motivated people who value customer care, professionalism, and team success.
EOE Statement
Ives Bank is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Position
Community Development Manager
Full-Time / Part-Time
Full-Time
Description
Reports to : Business Banking Team Leader
Direct Reports : None
Key Responsibilities
Sales Goal Performance
- Achieve goals and objectives set for customer retention and new business volume.
- Achieve 100% of goal for :
Net increase in business deposit portfolio
New business relationships to the BankMerchant and Payroll referralsCalling efforts for new and existing business relationshipsCreate and develop business banking relationships through networking, cold calling and other sales methodsService and expand existing business relationships through calling efforts and contact management activitiesEstablish and conduct Bank at Work events targeting new customer acquisitionStay current on bank products, services and marketing promotions including functionality of servicesto support customers and create a positive overall banking experienceProficient in cash management services (RDC, ACH and advanced cash management services)Open or work with assigned branch partners to establish and maintain accounts acquired from business calling efforts.Proficient in Heartland Card and Payroll Processing (achieve assigned annual referral goal)Recognize potential leads to commercial lending, residential lending, and InfinexCustomer Relationship Management
Conduct visits to existing businesses to strengthen and expand relationshipsMaintain an accurate record of customer contacts and calls in CRM system, including valuable notesto assist our sales process across all channelsAssist with customer presentations and on-site customer visits and invite business partners as neededProvide solutions and support to solve complex customer needsAddress customer questions and concerns, document the conversations and take appropriate actionto overcome issues, list in the Complaint Tracker with resolutionManages Outlook calendar to schedule sales prospecting, events and calls to be shared with Team LeaderWork with assigned branches and refer retail prospects and customers back to retail division.Community Involvement
Expand network and sales opportunities by developing relationships with individuals and businesses throughout the communityVolunteer for at least two organizations and attend one event per monthCompliance / Security and Operations
Review and follow all SBD policies and proceduresBe aware of and comply with CRA guidelines and policies, ethics policy, and the bank'sdiscrimination policy; comply with banking regulationsComply with BSA requirements relating to Suspicious Activity Reporting, Currency,Transaction Reporting, OFAC and red flagsSecure all documents and confidential data following the "clean desk" policy, lock computerscreen and secure equipment when leaving desk or stationFollow security measures for designated offices you are in or visitingObtain all required customer information (CIP) and documents to be able to open accountsand servicesPosition Requirements
Bachelor's degree in business or in a relevant field or an equivalent amount of training
5 years relevant experience in a sales and business banking role
Strong knowledge of business banking deposit and cash management solutions.
Strong business development skills
Above average written and oral communication skills to interact with customers, prospects and our internal team
Strong customer relationship management skills
Demonstrated ability to generate sales leads
Proficient use of Word, Excel, and CRM
Hours Per Week
None Specified
This position is currently accepting applications.
