[Hiring] Business Development Agent @Primis Bank

Role Description

The Business Development Agent (BDA) is the individual within the sales team who is responsible for creating, cultivating, and maintaining new business opportunities. They use a variety of methods including networking, cold calling, and social media to connect with referral partners and clients.

Essential Functions

• Build and carry out strategic initiatives meant to bring new clients to the Bank.
• Meet with prospective new clients within the industry, such as but not limited to:
  • Real Estate Agents
  • Financial Planners
  • Attorneys (Divorce Attorneys, Closing Attorneys, Elder Law)
  • Title Agents
  • Insurance Providers
  • Banks / Credit Unions
  • Property Managers
  • Builders
  • Human Resource Departments
  • Relocation Companies
  • Clients
• Regular, reliable, and predictable attendance.

Marginal Functions

• Stay abreast of industry changes.
• Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to:
  • Bank Secrecy Act
  • SAR
  • CTR
  • FACT ACT
  • Community Reinvestment Act
  • EEO
  • Fair employment practices
• All other duties as assigned.

Qualifications

• High School diploma required.
• Experience working in the real estate and mortgage industry.
• Required to possess an active NMLS ID number and all other applicable licenses or be eligible for immediate registration under company sponsorship.
• Required to maintain active license status through employment in this role.

Requirements

• Demonstrated ability to cultivate new and existing relationships.
• Excellent communication skills both verbal and written.
• Personable and able to display high levels of customer service.
• Organized and willing to follow a proven system.
• Self-Motivated and shows initiative.
• Driven by results and metrics.
• BDA will report every Friday:
  • How many appointments, events or seminars attended
  • Number of conversations
  • Number of leads generated

Physical Demands

• In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%.
• Occasional stationary position, particularly, but not limited to, at a desktop computer.
• Frequent repetitive use of hands/arms; particularly concerning typing, writing, phone & computer use.
• Continuous communication: verbal and written, in-person, phone and electronic.

Work Environment

• Remote