Business Development Banker III

Summary Develops and/or refers profitable deposit, loan, investment, and any other financial relationships in the applicable market through direct marketing techniques, personal solicitation, and involvement in community affairs; maintains extensive contact with customers, prospects, and the community while conducting relationships in a manner that will enhance the overall marketing effort of the bank; provides premier personal service to market and retail customers by performing the following duties.

Duties and Responsibilities include the following.

• Establishes, coordinates, and/or refers financial relationships in the applicable market, including but not limited to consumer/commercial loans, business purpose loans, personal/business checking accounts, time deposits, personal/business Investment options, and cash management services.
• Works with Banking Center Managers, Private Bankers, Commercial Relationship Bankers, and Market Relationship Bankers in acquiring and servicing profitable deposit and loan relationships.
• Develops new business by contacting prospects and customers.
• Prepares timely recommendations to Senior Management regarding deposit and loan products and competitive rates in our markets.
• Follows up on and creates specific leads offering business development opportunities, promoting the bank's services (including investment and insurance referrals), placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting.
• Maintains an active role in community affairs by coordinating and/or participating in community organizations, projects, or events to improve the bank's visibility in the area and offer further opportunities to acquire useful information as well as enhancing business opportunities and the marketing efforts of the bank as well as enhancing retention of existing customers.
• Serves on various civic committees, as designated by the manager, to increase the bank's community involvement and maintain extensive contact with customers, the public, and the community, conducting relationships in a manner that will enhance the overall marketing effort of the bank.
• Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed.
• Promotes bank services and products to improve client awareness and strengthen community knowledge.
• Develops and maintains a business, personal, and/or public fund deposit portfolio and/or loan portfolio, when applicable, including all day-to-day responsibilities with each.
• Prepares loan documents and opens new accounts when necessary.

• Recommends changes and new procedures to eliminate weaknesses in practices and procedures.
• Keeps abreast of current trends in banking by regularly attending seminars, reading appropriate periodicals, and attending applicable training.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competencies - To perform the job successfully, an individual should demonstrate the following competencies:

Analytical and Design - Collects and researches data; Demonstrates attention to detail.

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions.

Interpersonal Skills/Customer Service - Maintains confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Meets commitments.

Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Supports everyone's efforts to succeed.

Business Acumen - Understands business implications of decisions; Demonstrates knowledge of market and competition.

Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities.

Judgment and Motivation - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions; Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles.

Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.

Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.

Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas.

Attendance/Punctuality and Dependability - Is consistently at work and on time; Arrives at meetings and appointments on time; Follows instructions, responds to management direction.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor's degree (B. A.) from four-year college or university; minimum of fifteen years strong performance in client relations in banking, investments, or sales arenas; working knowledge of federal/state laws related to banking/lending practices; or equivalent combination of education and experience.

Computer Skills

To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Ability to learn bank-specific software such as MPC, IBS, ADP, etc.

Bank Culture/Customer Service Skills

Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment The noise level in the work environment is usually moderate.

This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights

Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.