Business Development Agent at Primis Bank: 100% Remote (Wilmington, NC)

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Business Development Agent

Location: wilmington United States

  • Part-Time
  • Remote
  • Locations

    Showing 1 location

    Wilmington, NC 28403, USA

Job Description:

Position Summary: The Business Development Agent (BDA) is the individual within the sales team who is responsible for creating, cultivating, and maintaining new business opportunities. They use a variety of methods including networking, cold calling, and social media to connect with referral partners and clients.

Essential Functions

  • Build and carry out strategic initiatives meant to bring new clients to the Bank.
  • Meet with perspective new clients within the industry, such as but not limited to:
  • Real Estate Agents
  • Financial Planners
  • Attorneys (Divorce Attorneys, Closing Attorneys, Elder Law)
  • Title Agents
  • Insurance Providers
  • Banks /Credit Unions
  • Property Managers
  • Builders
  • Human Resource Departments
  • Relocation Companies
  • Clients
  • Regular, reliable, and predictable attendance.

Marginal Functions

  • Stay abreast of industry changes.
  • Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
  • All other duties as assigned.

Minimum Educational & Experience Requirements

  • High School diploma required.
  • Experience working in the real estate and mortgage industry
  • Appropriate state licenses, if required.

Minimum Skill Requirements

  • Enjoys meeting new people and building relationships
  • Excellent communication skills both verbal and written
  • Personable and able to display high levels of customer service
  • Organized and willing to follow a proven system
  • Self-Motivated and shows initiative
  • Driven by results and metrics

BDA will report every Friday:

  • How many appointments, events or seminars attended
  • Number of conversations
  • Number of leads generated

Requirements: This position doesn't require a Mortgage Loan Officer License. This BDA will not take a loan application (1003) or discuss rates with any prospective consumer or industry participant. Applicant must be willing to complete the pre-employment background process.

Physical Demands

In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.

  • Occasional stationary position, particularly, but not limited to, at a desktop computer
  • Frequent repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
  • Continuous communication: verbal and written, in-person, phone and electronic

Work Environment

  • Remote

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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