Institutional Services New Business Development Officer II

BB&T - Washington D.C. Metro Area

Posted 697 days ago
  • Experience
    Mid-Senior level
  • Job function
  • Employment type
  • Industry
    Financial Services
  • Job ID

This is a preview of the Institutional Services New Business Development Officer II job at BB&T. To view the full job listing, join LinkedIn - its free!Join LinkedIn - its free!

About this job

Job description

Primary Purpose:

Essential Duties and Responsibilities:

The following is a summary of the essential functions for this job. Other Duties may be performed, both major and minor, which are not mentioned

below. Specific activities may change from time to time.

1. The primary function of this position is the selling of solutions and products offered by BB&T Institutional Services to

corporations, non-profit organizations, and government entities within an assigned territory.

2. Develop and maintain a marketing plan for Institutional Services within the assigned territory.

3. Develop and maintain prospect lists through internal and external sources with supervision, counsel and advice of

Institutional Services Regional Sales Manager.

4. Possess a thorough working knowledge of products and services available to corporations, non-profits, and

government entities in the retirement planning, employee benefits, and asset management arenas.

5. Plan, organize, and schedule calling activities to produce sales of Institutional Services solutions to new clients;

cross-sell other financial services offered by BB&T as needs are uncovered.

6. Coordinate activities with appropriate Regional Presidents and other banking officers to insure maximum

effectiveness and positive results.

7. Coordinate selling activities with other BB&T banking and financial services partners as appropriate.

8. Stay current on legal issues, regulations, trends, and developments in the areas of institutional trust, corporate

retirement planning, employee benefits, philanthropic services, and asset management.

9. Develop relationships with appropriate centers of influence who can refer business to BB&T Institutional Services,

such as attorneys, CPA’s, and other industry professionals.

10. Market BB&T Institutional Services through presentations to internal and external groups; represent the bank in

civic, community, government, banking, and professional groups.

Desired Skills and Experience

Required Skills and Competencies:

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.

1. Bachelor’s degree in trust management, banking, business, or accounting, or equivalent education, training or

related experience

2. Effective selling skills that have produced a proven track record of success

3. Five or more years of experience selling institutional trust services, corporate retirement plans, employee benefits

consulting, and asset management to high-level senior executives and business owners

4. Strong interpersonal and relationship management skills

5. Strong verbal and written communication skills

6. Solid technical knowledge of corporate retirement plans, non-qualified retirement plans, and institutional asset


7. Ability to utilize basic computer applications such as Microsoft Office, Outlook and Excel

8. Ability to travel frequently including overnight travel

9. Ability to work within a team, to contribute to the success of the team through the sharing knowledge gained through

experience, and to readily accept coaching and leadership from management

10. FINRA Series 65 registration or ability to obtain registration within six months

Desired Skills:

1. Demonstrated strong administrative and organizational skills

About this company


BB&T Corporation (NYSE: BBT) is one of the largest financial services holding companies in the U.S. with $157 billion in assets and market capitalization of $19.1 billion, as of March 31, 2011. Based in Winston-Salem, N.C., the company operates approximately 1,800 financial centers in 12 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by J.D. Power and Associates, the U.S. Small Business Administration, Greenwich Associates and others. More information about BB&T and its full line of products and services is available at BB&T's operating strategy distinguishes it from other financial holding companies. BB&T's banking subsidiaries are organized as a group of community banks, each with a regional president, which allows decisions to be made locally, close to the client. This also makes BB&T's client service more responsive, reliable and empathetic. Since 1989, BB&T has completed the acquisition of more than 63 community banks and thrifts, more than 95 insurance agencies, and 37 non-bank financial services companies. This acquisition strategy has contributed significantly to BB&T's success.

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