Position Details

Type Not Specified

Experience mid

Exp. Years 5+ years

Education Bachelor's degree in business, finance, or a related field

Category Sales & Business Development

About this role

This role is responsible for identifying, sourcing, and converting qualified prospects into new commercial banking clients. You will build and manage a strategic pipeline, collaborate with internal teams, and deliver tailored banking solutions supported by strong prospecting and CRM discipline.

Key Responsibilities

Identify and source commercial clients using market research, referrals, COI networks, industry intelligence, and events
Develop and execute structured prospecting strategy and maintain pipeline
Initiate contact with senior decision makers and assemble internal teams
Prepare client presentations, pitch materials, and customized solution proposals
Maintain accurate prospecting activity and outcomes in CRM tools to meet business development goals

Technical Overview

The position emphasizes commercial banking business development execution rather than technology. The core operational systems involve CRM tools and structured prospecting processes to maintain pipeline health and track calling activity, outcomes, and documentation for client opportunities.

Ideal Candidate

The ideal candidate is a mid-level commercial banking business development professional with 5+ years of experience in commercial banking or financial services sales. They are strong in lead generation and pipeline development using CRM tools, and have demonstrated success building and maintaining COI relationships. They deliver high-quality client presentations and proposals while partnering effectively with internal relationship managers to close new business.

Must-Have Skills

Minimum 5+ years of successful experience in commercial banking or financial servicessales rolesStrong understanding of commercial banking productsand servicesBachelor's degree in businessfinanceor a related fieldProficiency with CRM platforms and prospecting toolsDemonstrated success in developing and maintaining COI relationshipsStrong understanding of the commercial banking sales cyclefrom lead generation to close

Tools & Platforms

CRM toolsCRM platforms

Required Skills

commercial banking sales cyclelead generationprospecting strategypipelineclient presentationspitch materialscustomized solution proposalsCRM toolsCRM platformsmarket researchreferralsCOI networksindustry intelligencecompetitive dynamicscalling activity expectationsnew business developmentportfolio growth

Hard Skills

commercial banking sales cyclelead generationprospecting strategyclient presentationspitch materialscustomized solution proposalsCRM toolsCRM platformsprospecting toolsmarket researchreferralsCOI networksindustry intelligencecompetitive dynamics analysispipeline managementcalling activity expectationscontracting/relationship managementCOI relationships

Soft Skills

excellent verbal communicationexcellent written communicationstrong presentation skillsstrong negotiation skillsstrong listening skillsstrong problem solvinganalytical capabilitiesentrepreneurial self-starterdisciplinedresilientdetail orientedteam playercollaborative approachhighly sociableengagingadaptableability to thrive in a fast paced and evolving business environmentability to represent the bank at events

Industry & Role

Industry Banking

Job Function Drive commercial banking new business growth through prospecting, relationship building, and closing qualified opportunities.

Role Subtype Business Development Rep

Keywords for Your Resume

Commercial Banking Business Development OfficerCommercial Business Development Officercommercial bankingcommercial banking productscommercial banking servicescommercial banking sales cyclelead generationprospectingprospecting strategypipelinemarket researchreferralsCOI networksCOI relationshipsindustry intelligenceclient presentationspitch materialscustomized solution proposalsCRMCRM toolsCRM platformscalling activity expectationsportfolio growthnew business developmentrelationship managersnetworking events

Deal Breakers

Must have 5+ years of successful experience in commercial banking or financial services sales roles, Bachelor's degree in business, finance, or related field required, Must demonstrate success developing and maintaining COI relationships, Must have proficiency with CRM platforms and prospecting tools

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