商务拓展专员
Business Development Agent
职位概述：业务发展专员（BDA）是销售团队中负责创建、培养和维护新业务机会的人员。他们通过多种方法，包括社交网络、冷电销和社交媒体与推荐合作伙伴及客户建立联系。
主要职责
- 制定并执行战略计划，为银行带来新客户。
- 与行业内的潜在新客户会面，例如但不限于：
- 房地产经纪人
- 财务规划师
- 律师（离婚律师、产权律师、老年法律师）
- 产权经纪人
- 保险公司
- 银行/信用社
- 物业管理公司
- 建筑商
- 人力资源部门
- 人才迁移公司
- 客户
- 保持定期、可靠且可预测的出勤率。
次要职责
- 关注行业变化。
- 遵守所有州和联邦法规以及银行政策和流程，包括但不限于《银行保密法》、SAR、CTR、FACT法案、社区再投资法案、平等就业机会以及公平就业实践。
- 其他指派的任务。
最低教育与经验要求
- 需要高中文凭。
- 有房地产和抵押贷款行业的经验。
- 如需要，需具备相应的州许可证书。
最低技能要求
- 喜欢结识新朋友并建立关系。
- 具备优秀的口头和书面沟通能力。
- 为人亲切，能够展现出高水平的客户服务。
- 有条理，愿意遵循已证明有效的系统。
- 自我驱动，有主动性。
- 以结果和指标为导向。
BDA每周五汇报：
- 参加的会议、活动或研讨会数量
- 交谈次数
- 产生的潜在客户数量
要求：此职位不需要抵押贷款专员执照。该BDA不会接收贷款申请（1003表格）或与任何潜在消费者或行业参与者讨论利率。申请人必须愿意完成就业前背景调查。
身体需求
在8小时的工作日中，“偶尔”表示1%至33%，“频繁”表示34%至66%，而“持续”表示67%至100%。然而，一些工作是按月、按年或在一年中不定期进行的，属于核心职责。如需，可对残疾人士进行合理调整，以帮助其履行该职位的核心职责。
查看英文原文
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
Originally posted on Himalayas