Description
Position Summary:
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 perspective 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, and fair employment practices.
All other duties as assigned.
Minimum Educational & Experience Requirements
High School diploma required.
Experience working in the real estate and mortgage industry
Appropriate state licenses, if required.
Minimum Skill Requirements
Enjoys meeting new people and building 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
Requirements
:
This position doesn’t require a Mortgage Loan Officer License. This BDA will not take a loan application (1003) or discuss rates with any prospective consumer or industry participant. Applicant must be willing to complete the pre-employment background process.
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%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
Occasional stationary position, particularly, but not limited to, at a desktop computer
Frequent repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
Continuous communication: verbal and written, in-person, phone and electronic
Work Environment
Remote