Business Banking Business Development

Posted 8 Days Ago
Be an Early Applicant
Hiring Remotely in Boston, MA
Remote
Hybrid
Senior level
Fintech • Insurance • Payments • Social Impact • Financial Services
Leader Bank is defined by our exemplary products and client services as well as our innovative spirit.
The Role
The role involves developing client relationships, generating deposits, and providing exceptional service to business banking clients. The candidate will acquire new clients, network, and educate prospects on banking solutions while fostering long-term relationships and achieving financial goals.
Summary Generated by Built In

Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
Leader Bank is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients' needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business.
We recognize that our competitive advantage starts with our people and our culture. At Leader Bank, we work hard and move quickly as a very coordinated team, if you are looking for an opportunity to grow and contribute in a fun, fast-paced environment. Leader Bank is seeking highly qualified individual who has an existing client base of business banking clients and enjoys acquiring and providing a full complement of services to well qualified clients.
Essential Duties

  • Responsible for developing client relationships, including generation of deposits.
  • The individual will acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives.
  • The successful candidate must also 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.
  • Provide concierge service experience to clients, including but not limited to; responding quickly to client and partner inquiries, providing financial guidance and develop banking solutions.
  • Meet with clients and business partners in-person, virtually and through other networking opportunities, groups, events, etc. to build relationships and grow business.
  • Identify potential business opportunities through external referral sources.
  • Must work well individually and as a team to create strategies and marketing opportunities to help promote the brand.


Skills

  • Maintain a high level of knowledge of bank policies and processes and provide quick and accurate responses to client and partner inquiries.
  • Must maintain a high level of understanding of products and services provided by the Bank.
  • Must be fluent in banking with experience working with business banking clients.
  • Sells and refers bank products and services within the guidelines established by the Bank.
  • Skilled in reaching out to prospects and partners to grow business.
  • Must maintain pipeline and actively manage prospect and client lists.
  • Conducts business in a professional manner.
  • Establishes and maintains a good working relationship with all personnel.
  • Participates in community projects and organizations as requested. Demonstrates a willingness to accept added duties and responsibilities.
  • Understands and adheres to security and compliance policies and procedures.
  • Complies with all aspects of the Bank Secrecy Act responsibilities include accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to your manager, and performing Office of Foreign Assets Control (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 poses a strong attention to detail.


Leader Bank offers an excellent compensation and benefits package including 401k plan with corporate match, medical and dental insurance; and the opportunity to work for a fast growing, local organization. Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer.
Leader Bank, N.A. does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.

What the Team is Saying

Dori
Patrick
Mark
Alex
Kerry
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Jay
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The Company
HQ: Arlington, MA
400 Employees
Hybrid Workplace
Year Founded: 2002

What We Do

Founded in 2002, Leader Bank is a Massachusetts-based entrepreneurial financial institution that approaches banking differently. The core tenets of Leader Bank include client services, exemplary products, and innovation to meet the needs of its clients. Leader Bank’s best-in-class staff has been at the forefront of supporting the bank’s rapid growth and client-oriented solutions, as the bank has continued to expand its commercial and retail products and solutions over the last two decades. Leader Bank is a committed corporate citizen and prides itself on partnering with and supporting philanthropic organizations.

Why Work With Us

Leader Bank is a dynamic workplace that offers a healthy work-life balance, and our team members are afforded the opportunity make a true difference in the communities we serve.

Beyond the banking relationships with our clients, Leader Bank embraces our responsibility to support the region we serve.

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Leader Bank Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Most team members are on a hybrid schedule splitting time working from home and our offices. Some do work fully remote, others work fully in-person.

Typical time on-site: 2 days a week
HQArlington, MA
Our corporate headquarters is centrally located in beautiful Arlington, Massachusetts and easily accessible via Route 2. Our offices are surrounded by local eateries, schools, and grocery stores – making for a neighborhood feel just a short drive or ride on public transit from downtown Boston.

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