Business Banking Business Development

About Leader Bank

Leader Bank is seeking exceptionally dedicated team members to join one of the region’s fastest-growing community banks and mortgage lenders. Since its founding in 2002, Leader Bank has grown significantly, now boasting over $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations exceeding $5 billion. This rapid growth is fueled by exemplary products and an innovative spirit, values deeply embraced by our team. Our mission is centered on client obsession, making them feel valued, and fostering long-term relationships through continuous enhancement of products and processes. For our team members, Leader Bank offers competitive compensation and benefits, a healthy work-life balance, and an environment that promotes diversity and inclusion.

Leader Bank is an ultra-high-touch bank committed to providing extraordinary client service. We believe in building lasting relationships through one-on-one interactions and move quickly to serve our clients’ needs with ease and efficiency, always prioritizing their trust and security. Our competitive advantage stems from our people and culture, where we work hard and move quickly as a coordinated team. We are looking for a highly qualified individual with an existing client base of business banking clients who enjoys acquiring and servicing well-qualified clients in a fun, fast-paced environment.

Essential Duties

• Responsible for developing client relationships, including the generation of deposits.
• Acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives.
• Be highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment.
• Build and maintain close relationships with clients and business partners.
• Educate and present prospects, clients, and partners on the benefits offered by the bank.
• Provide concierge service experience to clients, including responding quickly to inquiries, offering financial guidance, and developing banking solutions.
• Meet with clients and business partners in-person, virtually, and through other networking opportunities, groups, and events to build relationships and grow business.
• Identify potential business opportunities through external referral sources.
• Work individually and as a team to create strategies and marketing opportunities to help promote the brand.

Skills & Competencies

• Maintain a high level of knowledge of bank policies and processes, providing quick and accurate responses to client and partner inquiries.
• Possess a high level of understanding of products and services provided by the Bank.
• Be fluent in banking with extensive experience working with business banking clients.
• Skilled in selling and referring bank products and services within established guidelines.
• Adept at reaching out to prospects and partners to grow business; must maintain a pipeline and actively manage prospect and client lists.
• Conduct business in a professional manner.
• Establish and maintain good working relationships with all personnel.
• Participate in community projects and organizations as requested, demonstrating a willingness to accept added duties and responsibilities.
• Understand and adhere to security and compliance policies and procedures, including Bank Secrecy Act responsibilities (completing CTRs, adhering to CIP Policy, reporting suspicious activity, performing OFAC checks).

Requirements Include

• Bachelor’s degree, CFP, CTFA a plus.
• Minimum 10 years business banking experience.
• Entrepreneurial mindset, ability to think outside the box.
• Independent contributor expected to manage own book of business as well as retain and effectively manage clients.
• Strong verbal and written communication skills and interpersonal skills required.
• General computer knowledge a must with prior banking applications experience preferred.
• Ability to handle multiple priorities and possess a strong attention to detail.

Key skills/competency

• Business Development
• Client Relationship Management
• Deposit Generation
• Sales & Marketing Strategies
• Financial Guidance
• Client Acquisition
• Networking
• Banking Products & Services
• Compliance & Regulations
• Entrepreneurial Mindset