Business Banking Officer

Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customers unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Lets get there, together!

In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive:

• A competitive salary with performance-based incentives.
• Comprehensive medical with deductible reimbursement, dental, and vision coverage.
• An employer matching 401k plan.
• Training and professional development opportunities, including tuition reimbursement.
• Work life balance with paid time off, paid volunteer hours, and 11 paid holidays.

The Premier Banking Officer position is a hands-on role, responsible for generating new business opportunities with a focus on gathering new deposits, adding new customers, and identifying, developing, and generating new small business deposit, and revenue opportunities. This will include the origination of deposit accounts, Treasury Management/Cash Management solutions, and other ancillary bank products (as determined), across Retail and Commercial lines of business. This role is responsible for delivering bottom-line results by developing and executing effective sales plans and tactics and conducting results-driven business development activities.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Accountable to achieve individual sales goals for gathering deposits, creating revenue, and cross-selling Bluestone products and services to existing and new customers.
• Actively prospects, solicits and meets with potential Clients, identifies business opportunities, conducts needs assessments, and partners with internal product teams to structure appropriate banking solutions. Assists in the preparation and execution of relationship presentations and supports Cash Management solutions within establish bank policy.
• Plans for and conducts retention and business development calls for existing, potential, and new bank customers, focusing on delivering business results and developing lasting customer relationships with Bluestone.
• Interviews customers and obtains and compiles necessary documentation and financial information to process all types of requests, including deposit and loan accounts, debit cards, and cash management services.
• Discusses customer and prospect needs, problems, or complaints with immediate manager and recommends resolution as appropriate.
• Maintains a list of potential prospects, referrals and active and viable leads to develop new business and expand current client base.
• Upon development of business leads, arranges meetings between customers or prospective customers and appropriate bank personnel, with a focus on maximizing customer and bank employee time and focus.
• Maintains and continuously expands the knowledge base of competitor activity within the market area through site visits, literature reviews, social media reviews, and networking; prepares reporting of these activities to Bluestones management team, as requested. Routinely provides input and recommendations to immediate manager about relevant developments that may impact Bluestone.
• Makes recommendations and participates in disseminating certain marketing programs for Bluestones products and lending services.
• Represents Bluestone at various civic and community functions and events to develop new business, increase deposits, and to enhance Bluestones image in the community; promotes a favorable image of the Bank in all business activities within the community.
• Other duties as assigned.

The pay range for this position is $80,000 to $100,000 per year and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employees pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. This position will require travel to and from customer sites.

An 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 federal, state, and local laws.

• Bachelors degree in business management, or equivalent combination of education and experience.
• Successful relationship-driven business professional with give or more years in client-facing service and sales positions.
• Strong customer service orientation that includes knowing your audience, making recommendations for effective problem resolution, and having a high level of enthusiasm and creativity.
• Formal sales training a plus.
• Experience in a financial institution or loan office a plus.
• A strong desire to help others succeed.
• Proven written and verbal communication, and organizational skills.
• Good research skills.
• Ability and willingness to work as part of a team.

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