Institutional Services New Business Development Officer II
BB&T Human Systems - Atlanta, GA

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Line of Business: INSTIT SERVICES/SHDR Job Category: Professional Primary
Purpose: Responsible for marketing and selling new BB&T Institutional
Services business within the assigned territory. Essential Duties and
Responsibilities: Following is a summary of the essential functions for this
job. Other Duties may be performed, both major and minor, which are not
mentioned below. Specific activities may change from time to time. 1. The
primary function of this position is the selling of solutions and products
offered by BB&T Institutional Services to corporations, non-profit
organizations, and government entities within an assigned territory. 2. Develop
and maintain a marketing plan for Institutional Services within the assigned
territory. 3. Develop and maintain prospect lists through internal and external
sources with supervision, counsel and advice of Institutional Services Regional
Sales Manager. 4. Possess a thorough working knowledge of products and services
available to corporations, non-profits, and government entities in the
retirement planning, employee benefits, and asset management arenas. 5. Plan,
organize, and schedule calling activities to produce sales of Institutional
Services solutions to new clients; cross-sell other financial services offered
by BB&T as needs are uncovered. 6. Coordinate activities with appropriate
Regional Presidents and other banking officers to insure maximum effectiveness
and positive results. 7. Coordinate selling activities with other BB&T
banking and financial services partners as appropriate. 8. Stay current on legal
issues, regulations, trends, and developments in the areas of institutional
trust, corporate retirement planning, employee benefits, philanthropic services,
and asset management. 9. Develop relationships with appropriate centers of
influence who can refer business to BB&T Institutional Services, such as
attorneys, CPA's, and other industry professionals. 10. Market BB&T
Institutional Services through presentations to internal and external groups;
represent the bank in civic, community, government, banking, and professional
groups. Required Skills and Competencies: The requirements listed below are
representative of the knowledge, skill and/or ability required. Reasonable
accommodations may be made to enable individuals with disabilities to perform
the essential functions. 1. Bachelor's degree in trust management, banking,
business, or accounting, or equivalent education, training or related experience
2. Effective selling skills that have produced a proven track record of success
3. Five or more years of experience selling institutional trust services,
corporate retirement plans, employee benefits consulting, and asset management
to high-level senior executives and business owners 4. Strong interpersonal and
relationship management skills 5. Strong verbal and written communication skills
6. Solid technical knowledge of corporate retirement plans, non-qualified
retirement plans, and institutional asset management 7. Ability to utilize basic
computer applications such as Microsoft Office, Outlook and Excel 8. Ability to
travel frequently including overnight travel 9. Ability to work within a team,
to contribute to the success of the team through the sharing knowledge gained
through experience, and to readily accept coaching and leadership from
management 10. FINRA Series 65 registration or ability to obtain registration
within six months Desired Skills: 1. Demonstrated strong administrative and
organizational skills

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BB&T Corporation (BB&T) is a financial holding company. The Company conducts its business operations primarily through its...