Business Development Agent

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:

1. How many appointments, events or seminars attended


2. Number of conversations


3. 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