Client Development Specialist
On-siteSan Antonio, Texas, United States
Job Summary
Generate and screen new business partner leads following loan officer direction to develop new business relationships. Develop strategies for establishing partnerships by making phone calls, attending social events, and researching prospects online. Markets new and existing customers through the creation and implementation of various business solutions and marketing ideas. Manage and maintain positive business relationships while organizing and coordinating client and referral partner events. Collect information to maintain client and referral partner databases and implement marketing systems for weekly and monthly mailings. Research emerging technologies and trends to estimate demand for proposed business based on market research. Train staff through lunch and learn sessions and provide materials for team development.
Required Qualifications
- Must be dependable, self-motivated and require minimal supervision
- Must be proficient in Word, Excel, PowerPoint, Publisher and Outlook applications
- Must have excellent verbal, interpersonal and written communication skills with the ability to interact with peers, management, clients, and prospective clients in a professional manner
- Must have a positive attitude
- Must have strong organizational skills with the ability to handle multiple tasks and project
- Must have strong skills in sales
- Must maintain regular attendance
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