Identify potential commercial clients through market research, industry networks, referrals, and events.
Develop and execute a strategic prospecting plan to build and maintain a robust pipeline of new business opportunities.
Initiate contact and engage with decision-makers, presenting tailored banking solutions that meet client needs.
Conduct thorough needs assessments and deliver compelling proposals to secure new client relationships.
Stay ahead of market needs by providing insights on market trends and tailored financial strategies.
Stay informed about market trends, competitor offerings, and industry developments to position the bank as a leader in commercial banking.
Leverage market intelligence to identify untapped opportunities and optimize outreach strategies.
Collaborate with internal teams (RMs, Treasury, Payments, Credit, etc.) to deliver seamless onboarding experiences for new clients.
Represent the bank at community and industry events, enhancing brand visibility and credibility
Monitor client satisfaction and resolve issues promptly, ensuring long-term loyalty
Achieve and exceed monthly, quarterly, and annual new business development goals through robust scorecard measurement.
Maintain accurate and up-to-date records of prospecting activity, pipeline status, and closed deals in CRM tools.

Bachelor’s degree in Business, Finance, or a related field, or equivalent work experience.
10+ years of proven success in a corporate/commercial banking environment with a focus on new client acquisition.
Strong understanding of commercial banking products and services, including credit, treasury, and cash management.
Strong, established network in this BDE’s assigned market
Background in a formal business development role within mid
and large-cap banking sectors.
Proficiency with CRM platforms and prospecting tools.
Exceptional communication, negotiation, and presentation skills.
Entrepreneurial mindset with a strong drive to achieve ambitious growth goals.
Ability to build trust and credibility with clients and internal stakeholders.

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Business Development Executive – Institutional Client Group

Key skills