Business Development Officer (Sales)
AmeriServ Financial Bank, Johnstown, PA, United States
This territory primarily focuses on Western Pennsylvania.
Summary Objective This role is designed for a motivated, growth-oriented professional who is eager to build a career in trust and wealth management by generating new relationships, new accounts, and new assets under management (AUM).
Essential Functions Initial focus will be on outbound business development activities, including identifying prospects, initiating contact, and scheduling meetings for senior business line managers. Over time, the position will evolve into an independent business development role with responsibility for managing a personal pipeline and bringing on new business.
Business Development & Sales Activity
Proactively identify and pursue new business opportunities for AmeriServ’s Trust and Wealth Services platform.
Execute outbound business development activity: including direct in-person outreach, phone calls, emails, and other prospective efforts to generate qualified meetings.
Schedule and coordinate meetings between prospective clients and senior Trust and Wealth professionals.
Maintain consistent outreach activity aligned with business development goals and metrics.
Pipeline Development & Deal Support
Coordinate with senior business line managers throughout the sales process, including follow-up and internal communication to help ensure opportunities progress and close.
Over time, develop and manage an individual pipeline of prospects, including leading meetings and advancing opportunities independently.
Track activity, prospects, and opportunities using internal systems.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Supervisory Responsibility This position does not require supervision of employees.
Work Environment This job operates in a professional work environment with client visits and outside professional work activities.
Physical Demands The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing – perceiving the nature of sounds at normal speaking levels with/without correction; 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading along with travel as required.
Sedentary work may require occasionally lifting of up to 10 pounds and/or moving up to 25 pounds.
Travel Extensive travel is required. Rolling month average will be 3 weeks predominantly in-market travel and 1 week in-office remote work. Travel will include visiting prospects, attending networking events, and others as assigned, as well as visiting headquarters in Johnstown, PA.
Competencies
Strong Communication Proficiency
Strong Sales Skills
Customer/Client Focus
Strong Coaching/Development Skills
Deadline Oriented
Ethical Conduct
Computer Skills
REQUIRED/ PREFERRED EDUCATION And EXPERIENCE A bachelor’s degree in business, finance or a related field is required. In lieu of a bachelor’s degree, a high school education/GED with prior experience in sales, business development, banking, financial services or a related field is required. Exposure to trust services, wealth management, or fiduciary concepts is a strong plus, but not mandatory. Comfort with outbound outreach and persistence in pursuing long-term opportunities is expected. Strong communication skills and the ability to engage professionally with clients, prospects, and internal partners are essential. Highly motivated, self-directed, and comfortable working toward defined activity and performance goals.
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Summary Objective This role is designed for a motivated, growth-oriented professional who is eager to build a career in trust and wealth management by generating new relationships, new accounts, and new assets under management (AUM).
Essential Functions Initial focus will be on outbound business development activities, including identifying prospects, initiating contact, and scheduling meetings for senior business line managers. Over time, the position will evolve into an independent business development role with responsibility for managing a personal pipeline and bringing on new business.
Business Development & Sales Activity
Proactively identify and pursue new business opportunities for AmeriServ’s Trust and Wealth Services platform.
Execute outbound business development activity: including direct in-person outreach, phone calls, emails, and other prospective efforts to generate qualified meetings.
Schedule and coordinate meetings between prospective clients and senior Trust and Wealth professionals.
Maintain consistent outreach activity aligned with business development goals and metrics.
Pipeline Development & Deal Support
Coordinate with senior business line managers throughout the sales process, including follow-up and internal communication to help ensure opportunities progress and close.
Over time, develop and manage an individual pipeline of prospects, including leading meetings and advancing opportunities independently.
Track activity, prospects, and opportunities using internal systems.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Supervisory Responsibility This position does not require supervision of employees.
Work Environment This job operates in a professional work environment with client visits and outside professional work activities.
Physical Demands The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing – perceiving the nature of sounds at normal speaking levels with/without correction; 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading along with travel as required.
Sedentary work may require occasionally lifting of up to 10 pounds and/or moving up to 25 pounds.
Travel Extensive travel is required. Rolling month average will be 3 weeks predominantly in-market travel and 1 week in-office remote work. Travel will include visiting prospects, attending networking events, and others as assigned, as well as visiting headquarters in Johnstown, PA.
Competencies
Strong Communication Proficiency
Strong Sales Skills
Customer/Client Focus
Strong Coaching/Development Skills
Deadline Oriented
Ethical Conduct
Computer Skills
REQUIRED/ PREFERRED EDUCATION And EXPERIENCE A bachelor’s degree in business, finance or a related field is required. In lieu of a bachelor’s degree, a high school education/GED with prior experience in sales, business development, banking, financial services or a related field is required. Exposure to trust services, wealth management, or fiduciary concepts is a strong plus, but not mandatory. Comfort with outbound outreach and persistence in pursuing long-term opportunities is expected. Strong communication skills and the ability to engage professionally with clients, prospects, and internal partners are essential. Highly motivated, self-directed, and comfortable working toward defined activity and performance goals.
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