• Deposit Hunting & New Business DevelopmentIdentify, research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs andpresent tailoreddepositsolutions. Close new depositrelationshipsand transition them into long-term clientsMaintain a structure pipeline with consistent movement toward conversionExpand relationships with existing clients to increasedeposit balances andproductpenetration

• Sales Execution & Revenue SupportPartnerwith internal sales teamsto supportbroader revenueinitiativesParticipate in coordinated sales campaigns and cross-sell opportunitiesContributeto territory-level business development strategies.

• ClientService &ComplianceDeliver high-quality client servicethroughoutonboarding and ongoingrelationshipmanagementEnsure all activities meetregulatory,complianceand operational standardsMaintainaccuratedocumentation,reportingandadherenceto internal controls

ADDITIONALACCOUNTABILITIES

• Conduct market research toidentifyhigh‑value prospects and emerging opportunities.

• Execute systematic prospecting campaigns to generate new leads.

• Develop customized deposit solutions aligned with client needs and organizational goals.

• Deepen relationships with existing clientsto driveadditionaldeposit growth.

• Execute territory‑based business development strategies to expand market presence.

JOB REQUIREMENTS

Required Qualifications:

• Education levelrequired​High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent​ .

• Minimum experiencerequired​6+ Years​customer service and sales experience (including Financial Services Industry).

• Ability to train and mentor others, including products and platform procedures

• Experience inparticipatingin sales campaigns/promotions

• Experience withusing anddemonstratingdigital products and self-service technologies

Job Competencies:

• Action-oriented- Enjoys working hard, is action orientedand full of energy for the things he/she sees as challenging. Not fearful of acting withminimum ofplanning. Seizes more opportunities than othersby aggressively and enthusiastically pursuing action to achieve resultsPossesses a sense of urgency.

• Business Acumen- Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Hascourage and aspiration to do things differently in the marketplace.

• Approachability- Is easy to approach and talk to Spends the extra effort to put others at ease.Canbe warm, pleasant, and graciousIs sensitive to and patient with the interpersonal anxieties ofothers.Builds rapport well.

• Problem Solving- Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn'tstop at the first answersIsa good listener and early knower, gathering informal and incomplete information in time to do something about it.

• Priority Management- Spends his/her time and the time of others on what'simportantCan quickly sense what will help or hinderaccomplishinga goalEliminatesroadblocks and creates focusUseshis/her time effectively and efficiently and values timeGets more done in less time than others and canattend toa broader range of activities.

• Demonstrates a strong ability to build andmaintaineffective relationships with stakeholders by communicating clearly,engaging in proactive collaboration, andleveragingcross functionalinsights.Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.

• Buildstrusted client relationships, whether internal or external, byidentifyingneeds and delivering tailored solutions to enhance the overall client experience.

• Fosters orsupportsa positive work culture and productive work environment, displayingimportanceof effective relationships with customers and stakeholders.

• Physical demands (ADA): ​The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.​