SBA Business Development Officer jobs in Indianapolis, IN

SBA Business Development Officer develops and structures loans and markets other banking products and services to Small Business Administration (SBA) eligible small and medium sized businesses. Reviews required customer financial information and coordinates with SBA to provide a lending solution for the customer. Being a SBA Business Development Officer structures the SBA loan proposals, completes initial underwriting, and prepares credit package that complies with all applicable regulations and SBA guidelines. Requires a bachelor's degree. Additionally, SBA Business Development Officer typically reports to a manager or head of a unit/department. The SBA Business Development Officer works on projects/matters of limited complexity in a support role. Work is closely managed. To be a SBA Business Development Officer typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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WEALTH MANAGEMENT BUSINESS DEVELOPMENT OFFICER
  • Careers at Stock Yards Bank & Trust Co.
  • Carmel, IN FULL_TIME
  • As a Wealth Management Sales Officer aka New Business Development Officer, you will be primarily responsible for identifying, developing, and securing new business from direct prospecting efforts and referrals from personal network, professional network, centers of influence, and bank partners. The successful applicant will be resourceful, organized and motivated to look for new and creative ways to market our services and increase revenue. 

    Responsibilities

    Networking

    • Build a valued personal and corporate profile in the community.
    • Cultivate professional and personal networks to identify and develop prospective new referral relationships
    • Become a trusted advisor
    • Board involvement

     Business Development and Prospecting

    • Conduct new client/prospect/COI research, generate leads and develop prospects.
    • Organize prospect meetings and identify appropriate partners to introduce at initial meeting.
    • Engage in comprehensive financial planning
    • Articulate full capabilities, services and value proposition of SYB Wealth Management & Trust to prospective clients and/or designated liaisons, (e.g., attorney, CPA, et cetera).
    • Maintain current in-depth knowledge of a full range of investment services and trust-oriented services
    • Utilize CRM system to update, maintain, and track prospect data.

    Client service

    • Assess a prospect’s current financial situation and assist in identifying appropriate solutions to help prospective client attain their wealth objectives.
    • Utilize financial planning tools
    • Organize post-meeting de-briefs and appropriate next steps.
    • Attend client meetings, as needed, to assure the continuity of the relationship to ensure client confidence when referring or adding new business opportunities.
    • Expand existing client relationships.

    Team Building

    • Active engagement in department-specific and bank-wide initiatives in order to expand capabilities, create solutions to address unmet business needs, improve client experience, or develop more efficient processes.
    • Ability and willingness to contribute to the advancement of team, office and department capabilities.
    • Other duties as required by the position.

    Job Requirements

    • Bachelor’s degree required.
    • Advanced degree or professional certification such as CFP, CFTA, CFA, CIMA strongly preferred. 
    • Proven track record of progressive wealth or investment management development experience and/or significant business development experience.
    • Minimum of five years’ experience required.
    • Analytical and sales skills to relate individual client asset situations to specific capabilities, services and Stock Yards Bank value proposition.
    • Excellent communication, interpersonal, and presentation skills and an ability to self-source.
    • Ability to be a self-starter, with solid organizational skills and process.
    • Proven decision-making and analytical skills.

    Benefits

    • 401(k) with a company match of up to 6%
    • ESOP employer match
    • Medical insurance
    • Dental insurance
    • Vision insurance
    • Cancer / Disease insurance
    • Accident insurance
    • Flexible Spending Accounts
    • Health Savings Accounts
    • Humana Go365 Wellness & Rewards Program
    • Bank paid Life / AD& D insurance
    • Voluntary Life / AD&D insurance
    • Bank paid Short-Term and Long-Term Disability insurance
    • Employee Stock Purchase Plan
    • Employee Assistance Program

    Physical Requirements

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

    This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, and type. The noise level in the work environment is usually moderate.

  • 3 Days Ago

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Business Development Officer - Southern Indiana
  • RECOVERY CENTERS OF AMERICA
  • Indianapolis, IN FULL_TIME
  • This position will work in the Dayton, Ohio area "Being a member of a mission-driven organization like RCA -- helping patients recover and helping professionals advance in their career -- is amazing. ...
  • 8 Days Ago

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Business Development Representative
  • Wildman Business Group, LLC
  • Indianapolis, IN FULL_TIME
  • Responsibilities and Essential Duties of the Business Development Representative: Generates and develops new business to meet specified sales goals. Conducts 1 call block/office day per week and 4 fie...
  • 25 Days Ago

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Business Development Consultant
  • RADCube-Software Development Company
  • Carmel, IN PART_TIME
  • Experience level: 1 or 2 years of experience in Business Development Duties and Responsibilities: Working with senior team members to identify and manage company risks that might prevent growth Identi...
  • Just Posted

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Overnight security officer
  • HRI DEVELOPMENT
  • Indianapolis, IN FULL_TIME
  • JOB SUMMARY To patrol hotel premises to maintain order, enforce regulations, and ensure observance of applicable laws by performing the duties as assigned and according to hotel standards. JOB DUTIES ...
  • 21 Days Ago

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Sales Development Specialist
  • Infinity Business Group
  • Indianapolis, IN FULL_TIME
  • Job Description Job Description Overview : Infinity Business Group is seeking a motivated and dynamic individual to join our team as a Sales Development Specialist in the Indianapolis area. We are not...
  • 7 Days Ago

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0 SBA Business Development Officer jobs found in Indianapolis, IN area

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Field Account Executive
  • Concrete Driveway Co
  • Indianapolis, IN
  • Field Account Executive Concrete Driveway Co is looking for self-motivated and driven Field Account Executives to join o...
  • 3/29/2024 12:00:00 AM

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LVR Representative II - Indianapolis, IN
  • CHEP Inc
  • Indianapolis, IN
  • CHEP helps move more goods to more people, in more places than any other organization on earth via our 300 million palle...
  • 3/29/2024 12:00:00 AM

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Sales / Business Development Specialist - Commission Only (Contract)
  • Lauth Investigations International
  • Indianapolis, IN
  • If you have the skills from the past and would like to use them to build out the future, please apply! Lauth Investigati...
  • 3/29/2024 12:00:00 AM

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SBA Sales Specialist
  • First Internet Bank
  • Fishers, IN
  • Who Are We? We’re not just another bank and we’re not looking for just another employee. Since 1999, First Internet Bank...
  • 3/28/2024 12:00:00 AM

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TeleSales Specialist -Remote
  • InsuraTec Services Group
  • Indianapolis, IN
  • TeleSales Specialist - Remote Location: Remote (Virtual, Work From Home) Job Description: InsuraTec Services Group is se...
  • 3/28/2024 12:00:00 AM

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Inside Sales Representative - Remote (Soft Sales)
  • Concentrix
  • Indianapolis, IN
  • Job Title: Inside Sales Representative - Remote (Soft Sales) Job Description **JOB DESCRIPTION** The Inside Sales Repres...
  • 3/28/2024 12:00:00 AM

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Sales Associate - 24H150 Shops at River Crossing
  • Carter's/OshKosh
  • Indianapolis, IN
  • QUESTIONNAIRE-3-52 312 **Employee Type:** Regular **If you are** **a CURRENT Carters** **employee, you MUST apply throug...
  • 3/27/2024 12:00:00 AM

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Associate Vision Care Territory Manager - Central Indiana
  • Bausch + Lomb
  • Indianapolis, IN
  • Bausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of ...
  • 3/26/2024 12:00:00 AM

Indianapolis is in the East North Central region of the Midwestern United States, in central Indiana. According to the U.S. Census Bureau, the Indianapolis (balance) encompasses a total area of 368.2 square miles (954 km2), of which 361.5 square miles (936 km2) is land and 6.7 square miles (17 km2) is water. The consolidated city boundaries are coterminous with Marion County, with the exception of the autonomous municipalities of Beech Grove, Lawrence, Southport, and Speedway. Indianapolis is the 16th largest city by land area in the U.S. Indianapolis is within the Tipton Till Plain, a flat to...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SBA Business Development Officer jobs
$77,428 to $111,692
Indianapolis, Indiana area prices
were up 1.3% from a year ago

SBA Business Development Officer in Indianapolis, IN
Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital.
December 27, 2019
SBA Business Development Officer in Asheville, NC
As an SBA Business Development Officer for Valley National Bank, Michael’s primary duties include developing and structuring loans and marketing other banking products and services to SBA eligible businesses.
February 14, 2020
SBA Business Development Officer in Columbus, GA
3+ years of experience in SBA lending in their local markets.
February 03, 2020