Savings Bank of Danbury
Community Development Manager
Savings Bank of Danbury, Norwalk, Connecticut, us, 06860
About the OrganizationWe are people serving people. Established in 1849, Savings Bank of Danbury 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 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 StatementSavings Bank of Danbury 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 ManagerFull-Time/Part-TimeFull-TimeDescription
Reports to: Business Banking Team LeaderDirect Reports: NoneKey Responsibilities
Achieve goals and objectives set for customer retention and new business volume.Achieve 100% of goal for:
Net increase in business deposit portfolioNew business relationships to the BankMerchant and Payroll referralsCalling efforts for new and existing business relationships
Create and develop business banking relationships through networking, cold calling, and other sales methods.Service and expand existing business relationships through calling efforts and contact management activities.Establish and conduct Bank at Work events targeting new customer acquisition.Stay current on bank products, services, and marketing promotions including functionality of services to support customers and create a positive overall banking experience.Proficient 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 Infinex.Customer Relationship ManagementConduct visits to existing businesses to strengthen and expand relationships.Maintain an accurate record of customer contacts and calls in CRM system, including valuable notes to assist our sales process across all channels.Assist with customer presentations and on-site customer visits and invite business partners as needed.Provide solutions and support to solve complex customer needs.Address customer questions and concerns, document the conversations and take appropriate action to overcome issues, list in the Complaint Tracker with resolution.Manages Outlook calendar to schedule sales prospecting, events and calls to be shared with Team Leader.Work with assigned branches and refer retail prospects and customers back to the retail division.Community InvolvementExpand network and sales opportunities by developing relationships with individuals and businesses throughout the community.Volunteer for at least two organizations and attend one event per month.Compliance/Security and OperationsReview and follow all SBD policies and procedures.Be aware of and comply with CRA guidelines and policies, ethics policy, and the bank's.Nondiscrimination policy; comply with banking regulations.Comply with BSA requirements relating to Suspicious Activity Reporting, Currency, Transaction Reporting, OFAC and red flags.Secure all documents and confidential data following the 'clean desk' policy, lock computer screen and secure equipment when leaving desk or station.Follow security measures for designated offices you are in or visiting.Obtain all required customer information (CIP) and documents to be able to open accounts.Position 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 WeekNone SpecifiedThis position is currently accepting applications.
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Community Development ManagerFull-Time/Part-TimeFull-TimeDescription
Reports to: Business Banking Team LeaderDirect Reports: NoneKey Responsibilities
Achieve goals and objectives set for customer retention and new business volume.Achieve 100% of goal for:
Net increase in business deposit portfolioNew business relationships to the BankMerchant and Payroll referralsCalling efforts for new and existing business relationships
Create and develop business banking relationships through networking, cold calling, and other sales methods.Service and expand existing business relationships through calling efforts and contact management activities.Establish and conduct Bank at Work events targeting new customer acquisition.Stay current on bank products, services, and marketing promotions including functionality of services to support customers and create a positive overall banking experience.Proficient 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 Infinex.Customer Relationship ManagementConduct visits to existing businesses to strengthen and expand relationships.Maintain an accurate record of customer contacts and calls in CRM system, including valuable notes to assist our sales process across all channels.Assist with customer presentations and on-site customer visits and invite business partners as needed.Provide solutions and support to solve complex customer needs.Address customer questions and concerns, document the conversations and take appropriate action to overcome issues, list in the Complaint Tracker with resolution.Manages Outlook calendar to schedule sales prospecting, events and calls to be shared with Team Leader.Work with assigned branches and refer retail prospects and customers back to the retail division.Community InvolvementExpand network and sales opportunities by developing relationships with individuals and businesses throughout the community.Volunteer for at least two organizations and attend one event per month.Compliance/Security and OperationsReview and follow all SBD policies and procedures.Be aware of and comply with CRA guidelines and policies, ethics policy, and the bank's.Nondiscrimination policy; comply with banking regulations.Comply with BSA requirements relating to Suspicious Activity Reporting, Currency, Transaction Reporting, OFAC and red flags.Secure all documents and confidential data following the 'clean desk' policy, lock computer screen and secure equipment when leaving desk or station.Follow security measures for designated offices you are in or visiting.Obtain all required customer information (CIP) and documents to be able to open accounts.Position 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 WeekNone SpecifiedThis position is currently accepting applications.
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