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14 Sep 2023

Full-Time Government Banking Sales Advisor II (Req#2293)

Eastern Bank – Posted by Eastern Bank Lynn, Massachusetts, United States

Job Description

A Government Banking Sales Advisor II will be responsible for the sales, marketing, and relationship management of a book of existing municipal customers, as well as prospecting for new customers. Sales of traditional bank depository and cash management products to municipal prospects, managing a portfolio of customers, and growing business with existing customers is expected.

MAJOR RESPONSIBILITIES:  

  • Sales and marketing of traditional depository and Cash Management services to New England municipal entities throughout a specified geographic territory, but mainly within Massachusetts.  Managing and maintaining a portfolio of existing customers. Responsible for achieving predetermined sales and EXCEL goals each year, new relationships and new core deposits, along with growing the portfolio over previous year’s levels.
  • Generating proposals and responding to new business opportunities through the RFP process.
  • Team projects and assisting with analytical reports, special projects, bank conversions, and customer product training/forms completion.
  • Making joint calls with other bank departments.
  • Sales call planning and reporting to include preparing territory plans, monthly sales reports, call reports, and relationship reviews.
  • Pricing and tailoring products to meet the customer’s requirements.  Assisting customer decisions with respect to product training, service levels, quality, and customer satisfaction

PROBLEM SOLVING & DECISION MAKING:

This position requires critical thinking and high-level analytical skills to independently make decisions regarding customer issues.  This person is able to evaluate circumstances and make autonomous decisions that take the Bank, Department, individual and customer impacts into account, while protecting all.  The ability to make decisions independently is a significant requirement of this position. This individual will need to possess strong decision-making capabilities in order to properly service the customer base. Candidate should be a motivated, self-starter and able to manage their own time and self in a professional manner.

 

REQUIREMENTS:

Education and Experience:

  • A Bachelor’s degree is desired.
  • Experience with clients in the government/municipal sector is preferred.

Skills/Knowledge

  • Prospecting, sales, and closing skills are required.
  • In depth knowledge of traditional bank products, as well as a working knowledge of cash management products.

Working Conditions

  • This position requires extensive customer visits and prospect calls.
  • The position can be managed from a home office.
  • Territory is located within New England, but mainly in Massachusetts.  There are a few customers in New Hampshire and Rhode Island and are assigned according to geography and/or relationship fit

About Us

Committed. Inclusive. Courageous. Eastern Bank has built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve.

As a large full service commercial bank in the Greater Boston area, we are able to offer you unique opportunities for career growth throughout the organization, as well as a competitive compensation and benefits program.

As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.

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How to Apply

If you will like to learn more and apply, use the link below: https://gka.fa.us1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/2293/?utm_medium=jobshare

Job Categories: Equal Opportunities. Job Types: Full-Time. Job Tags: #Banking/#CorporateandInstitutionalSales&Service. Salaries: Not Disclosed.

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