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8 Sep 2022
Full-Time VP, Government Banking Sales Advisor II (Req#1485)
Job Description
PURPOSE/OBJECTIVE:
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 municipal entities throughout a specified geographic territory.
- 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.
- Making joint calls with other bank stakeholders.
- 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:
- Strong decision-making and critical thinking capabilities required to independently make decisions regarding customer inquiries and solutions.
- Ability to evaluate circumstances and make autonomous decisions that take the Bank, Department, individual and customer impacts into account, while protecting all.
- Ability to make decisions independently and timely.
- 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 in within Massachusetts
How to Apply
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