Valley Bank Job - 43282047 | CareerArc
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Company: Valley Bank
Location: GA
Career Level: Entry Level
Industries: Banking, Insurance, Financial Services


The primary function of the Business Development Officer is to acquire additional outstanding loan volume in the cash value line of credit product by developing existing relationships and acquiring new leads with insurance agents and financial advisors throughout the country.   Responsibilities include but are not limited to:

  • Establish contacts with various insurance agents and financial advisors throughout the Bank's footprint. Work with these individuals to deliver the message of our product through presentations to the insurance agents/agencies.
  • Work with Valley's Retail Bank administration to coordinate the generation and closing of credit lines throughout our branch footprint. Provide technical support to the branch network in problem resolution.
  • Meet with insurance agents, who act as financial advisors for their clients, to discuss the added value of the Bank's cash surrender value life insurance line product.
  • Coordinate and communicate with the Bank's various branches to close the approved lines of credit. Discuss with these branches the borrower's background to develop the possibility of cross selling other products to the respective borrowers.
  • Assume additional responsibilities as assigned by management.

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