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Gulf Coast Bank & Trust Company - Education Services Relationship Officer

Company: Gulf Coast Bank & Trust
Location: Gretna
Posted on: January 27, 2023

Job Description:

Description
Summary:Education Services Relationship Officer is responsible for the Sales, Marketing and Managing of Education Tuition Management Solutions and deposit related products and services for Education type institutions. This position will manage an assigned portfolio and have depository growth and cross selling goals of bank products/services applicable to educational type clients.
Responsibilities:

  • Manage, retain, deepen, and grow an assigned depository portfolio. Resolve problematic issues in a timely fashion.
  • Responsible for individual deposit and tuition loan growth of assigned territory in addition to making qualified product and service referrals to internal business partners.
  • Conduct quality new prospect business development calls to educational type organizations - Board of Directors, business managers, principals, presidents, and any additional decision makers. This includes conducting formal presentations both written and orally to a group of decision makers.
  • Conduct the discovery and profiling process to determine clients'/prospects needs
  • Coordinate initial school set up process with Tuition Support Area, contract execution, opening new accounts etc. Work with internal business partners for other client needs such as Business Solutions services, Merchant Services, etc.
  • Maintain electronic school files which include supporting documents for individual relationships.
  • Demonstrate the ability to develop relationships related to the Education Services business line - i.e., Archdiocese/Diocese of Catholic Schools; Private/Parochial organizations, Charter School arena, colleges and community educational groups/organizations.
  • Participate, volunteer and manage territory community development related activities - i.e., Fundraising events (fairs, galas, etc), bank seminars/workshops; school related conferences, etc.
  • Demonstrate personal and interpersonal behavior, attitude, judgment, communication and initiative with clients and employees to ensure a high level of professionalism and promote team spirit .
  • Strive to meet or exceed the performance measurement criteria assigned.
  • Act in a supportive role as a member of the Education Services Team.
  • Performs additional duties as assigned. Requirements
    Required Skills/Experience/Education
    • Associates or bachelor's degree - or high school and 5 years proven sales and/or customer service skills
    • Sales and business development calling experience
    • Excellent verbal and written communication skills; strong and effective presentation skills
    • Ability to identify and mitigate risk
    • Excellent organizational and time management skills
    • Can work independently
    • Proficient with Microsoft Office Suite and related program software - Outlook, PowerPoint, Excel, Word, and other software programs.Essential Mental & Physical Requirements
      • Travel requirements expected - must have own transportation.
      • Must adapt to flexible work hours due to scheduled events, etc.
      • Ability to work under stress and meet deadlines.
      • Ability to read and interpret a document if required to perform the essential job functions
      • Prolonged periods of sitting at a desk and working on a computer may be required.
      • Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.

Keywords: Gulf Coast Bank & Trust, New Orleans , Gulf Coast Bank & Trust Company - Education Services Relationship Officer, Education / Teaching , Gretna, Louisiana

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