• Relationship Officer (Banking)

    Job Locations US-TN-Memphis
    Job ID
    Regular Full-Time
  • Overview

    Our client helps banks across the country earn guaranteed CRA credit through their compliance program; currently serving over 200 client banks in 47 states.


    The Relationship Officer is responsible for developing and maintaining customer relationships and managing all sales activities within a defined multi-state region.


    Primary Responsibilities:
    • Achieve budgeted sales goal.
    • Work with bank prospects and partners to identify key business goals, opportunities and concerns, with a focus on maximizing customer satisfaction and retention.
    • Manage relationships with bank decision makers including, but not limited to, senior executives.
    • Engage with sales team and internal staff to leverage expertise and specialized resources as needed.
    • Identify opportunities to engage new bank partners.
    • Identify sales threats in the competitive environment and develop responsive sales and marketing approaches to address them.
    • Maintain relationships with industry influencers and key strategic partners.
    • Stay current in the industry by participating in educational opportunities, joining professional organizations and maintaining personal networks.


    • Bachelor’s degree in Finance, Business or a related field.

    • Approximately 10 years of relevant sales experience; comfortable with long sales cycles.

    • Experience selling products and services to banks strongly preferred.

    • Ability to travel at least 50% of the time, usually via air.
    • Proficiency with CRM-type proprietary computing tools and the willingness and ability to quickly learn other systems.
    • Demonstrated proficiency with Microsoft Office.
    • Ability to navigate a variety of financial reporting sites to retrieve information required in the development of sales plans.

    • Excellent verbal and written communication skills are required.
    • Strong time management and organizational skills.
    • Highly motivated self-starter with the ability to work independently and as a member of a team.


    Our client boasts an excellent work environment and very generous benefits inlcuding: Medical, dental, vision and 401k. The compensation will be salary plus bonus. The position will be based in Memphis, TN.


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