FUNCTION: Working under the direction and guidelines established by the Corporate Services Sales Manager, the Corporate Services Officer assumes responsibility for coordinated business development activities in the market for small and middle size Business Customers. The Corporate Services Officer is also responsible for providing exceptional service so as to aid in client retention and create a differentiated client experience.
The Corporate Services Officer possesses a comprehensive understanding of the bank processing regulatory environment, industry trends and practices and has a thorough working knowledge of Bangor Savings Bank's policies and procedures.
KEY ACCOUNTABILITIES: Business Development:
Initiates business development calls to existing and prospective business clients
Develops and maintains a portfolio of Corporate Services account relationships
Participates in joint calls with officers from other business lines
Prepares written proposals and conducts financial analysis as required for presentation to clients/prospects
Monitors client analysis statements monthly to ensure appropriate product and service use by clients
Conducts routine relationship reviews
Client Servicing:
Maintain and expand existing client relationships through quantified contact and client satisfaction strategies
Proactively service and cross sell relationships for the purpose of improving client satisfaction and generating additional deposit and fee income for the Bank
Engage in technical discussions with potential clients to uncover needs and provide solutions
Work with various departments within the bank to identify, prioritize and resolve client servicing issues, training and client transitions
Utilize and maintain Commercial customer database as a relationship management and cross sales tool
Strategy & Process:
Remain knowledgeable and up-to-date on changes and developments in cash management and e-commerce, monitoring market trends, competitive practices and regulatory changes
Recommend development and enhancement of presentation and promotional materials to effectively market the bank's cash management services.
Continuously evaluate systems and procedures utilized to deliver Corporate Services with an emphasis on improvements which increase the accuracy, and minimizes clerical/manual activity requirements to better facilitate the implementation process
General:
Informally and formally provides training and support for Bank employees
Interact harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork
Conforms to acceptable punctuality/attendance standards as expressed in the Employee Handbook
Performs additional duties as requested
In-state travel: 50%
TEAMWORK, KNOWLEDGE/SKILL & EXPERIENCE REQUIREMENTS:
High school diploma or equivalent required; Bachelor's degree preferred
Certified Treasury Professional (CTP) and Accredited ACH Professional (AAP) certification preferred.
Prior sales experience required.
2+ years cash management experience preferred
5+ years of banking and customer relations experience combined, with an ability to understand and work automated systems, procedures and their development
In-depth knowledge of industry products and trends
Solid PC skills required: word processing, spreadsheet software, presentations, graphics
Strong analytical and organizational skills with an ability to interact effectively with all levels of staff and management, both internally and with clients
Self-starter, comfortable working independently, and the ability to multi-task.
PHYSICAL DEMANDS, CONDITION REQUIREMENTS, & EQUIPMENT USED:
General office environment.
Moderate lifting (to 35 lbs.) required.
Moderate reaching, walking, sitting and standing required.
RELEVANT TECHNOLOGIES & CERTIFICATIONS:
General office equipment.
External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.
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At Bangor Savings, we understand the importance of continuing to nurture an internal culture of excellence for each of our employees. We offer internal and external training to assist our employees in realizing their career aspirations including internships, lateral training, management training, and tuition reimbursement.
We also offer a unique set of benefits designed to support our employees in living their best life and achieving their goals. Our holistic health and wellness programs allows each employee to customize their approach to well-being. And our pay, rewards, recognition, and incentive programs ensure that they are well-compensated for a job well-done.
At Bangor Savings Bank, the work our employees do each and every day allows us to deliver on our promise to make a difference in the lives of people in New England in a way that really matters.
Bangor Savings Bank provides equal employment opportunities to all applicants and employees without regard to race, color, religion, gender, sexual orientation, age, national origin or any other class protected under state or federal law and affirmatively seeks to advance the principals of equal employment opportunity. In addition, the Bank is committed to providing equal employment opportunities to qualified persons with disability, veterans, and/or disabled veterans. No question on this application is intended to secure information to be used for such discrimination, this application will be given every consideration, but its receipt does not imply that the applicant will be employed. This application will remain active for a period of 90 days. If, after such time, you still wish to be considered for employment, you must reapply. Bangor Savings Bank does provide workers compensation coverage for employees injured on the job. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
