A NH Government Banking Sales Advisor II will be responsible for the sales, marketing, and relationship management of a book of existing municipal customers, as well as prospecting for new customers. Sales of traditional bank depository and cash management products to municipal prospects, managing a portfolio of customers, and growing business with existing customers is expected.
- Sales and marketing of traditional depository and Cash Management services to New England municipal entities throughout a specified geographic territory, but mainly within New Hampshire. Managing and maintaining a portfolio of existing customers. Responsible for achieving predetermined sales and EXCEL goals each year, new relationships and new core deposits, along with growing the portfolio over previous year’s levels.
- Sales call planning and reporting to include preparing territory plans, monthly sales reports, call reports, and relationship reviews, as well as joint calls with other bank departments
- Generating proposals and responding to new business opportunities through the RFP process.
- Team projects and assisting with analytical reports, special projects, bank conversions, and customer product training/forms completion.
- Pricing and tailoring products to meet the customer's requirements
- Assisting Customer decisions with respect to product training, service levels, quality and customer satisfaction
Education and Experience
- A Bachelor’s degree is desired.
- Experience with clients in the government/municipal sector is preferred.
Skills/Knowledge
- Prospecting, sales, and closing skills are required.
- In depth knowledge of traditional bank products, as well as a working knowledge of cash management products.
Working Conditions
- This position requires extensive customer visits and prospect calls.
- The position can be managed from a home office.
- Territory is located within New England, but mainly in New Hampshire. The department has customers throughout Massachusetts, which are assigned according to geography and/or relationship fit.