Market Development Officer

SUMMARY

The Market Development Officer reports to the SVP, Marketing & Business Development and is responsible for: Generating revenue by acquiring new deposits, generating non-interest income and referring new loan opportunities to the business client advisor team & SBA team while meeting planned financial objectives. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking. Is responsible for execution of the Bank’s business development plan for Eugene/Springfield outlining steps to ensure meeting strategic plan objectives are met.

ESSENTIAL DUTIES

1. Develops and refers new account relationships utilizing cold calls, direct mailings, social media, attendance at business events, prospecting tools such as SNL, telemarketing and general relationship cultivation in accordance with established sales plans.
2. Identifies and develops relationships of a large nature with potential commercial and retail clients by effectively meeting sales objectives.
3. Identifies and generates leads for new business opportunities; obtains and analyzes background information on potential clients. Calls prospects and sets appointments.  
4. Develops and effectively communicates sales proposals to target clients.
5. Creates and manages Eugene/Springfield prospect list by working with Business Client Advisors, Business Development and TM teams to ensure that prospects are identified, ranked and contacted.
6. Provides referrals to and participates in joint calls with Treasury Management Team, Business Client Advisors and other bank colleagues to send referrals to all teams including deposit gathering, lending and SBA Teams. Is a top referral source for new deposit business for the Eugene/Springfield team.
7. Creates strategies for S&P Global Market Intelligence. Manages execution of specific identified strategies.
8. Prepares presentations and proposals that offer creative solutions to meet the financial needs of our clients. Works with the Marketing Team to refine and enhance business development templates and presentations.
9. Supports Community Reinvestment Act (CRA) through business development efforts.
10. Represents the Bank in community organizations and activities to enhance the Bank’s image and to maintain and enhance a referral network for business development opportunities.
11. Refers clients requiring specialized products and services to other areas of the Bank as appropriate.
12. Is a champion of Merchant eSolutions – coordinates merchant proposals and works with vendor on pricing strategy for prospects.
13. Completes all sales activity documentation in Prophet to provide a record for performance tracking and assist in targeting future sales efforts.
14. Provides guidance and assistance to less experienced sales personnel.

SECONDARY DUTIES

1. Works with the SVP Marketing & Business Development to ensure Eugene/Springfield bank deposit goals are being met.
2. Responds to inquiries or refers inquiries to the appropriate department or person, exhibiting the necessary follow through with clients and/or staff involved.
3. Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete.
4. Assumes responsibility for various department functions in the absence of staff members or in overload situations.
5. Participates in internal committees assigned by senior management.
6. Completes assigned Compliance Training. Maintains compliance with Bank’s BSA/AML policies and procedures.

GENERAL

Provides excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and, accepting responsibility for own actions.

1. Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring.
2. Applies good judgment in decision-making and sees beyond immediate assignments and acts on opportunities and problem areas.
3. Performs position safely and reports potentially unsafe conditions.
4. Excellent interpersonal skills.
5. Works according to established schedules, arriving on time and with a positive attitude.
6. Any other duties as defined by management.