The 1031 Exchange Business Development Officer is responsible for business development for the Northern 1031 Exchange and Northern Realty platforms by identifying and pursuing opportunities with existing Northern Bank clients and non-clients.
KEY RESPONSIBILITIES:
- Achieve monthly, quarterly, and annual deposit and revenue related goals established in the annual budgeting process
- Grow 1031 business by developing new clients and new business opportunities and leverage existing networks
- Build portfolio of local and national clients, manage relationships and drive strong client satisfaction
- Attend industry specific trade shows, conferences, and seminars. Night and weekend work and travel may be required
- Actively solicit CPA firms, Law Firms and Real Estate Agencies to establish relationships, and set Northern as Qualified Intermediary of choice
- Set up on site, in-house or virtual appointments, classes and webinars for center of influences. CE credit offered for accredited schools
- Answering all calls and emails in a timely manner. Some nights, weekends and holidays will be required
- Identify any potential cross selling opportunities to Northern Realty for broker’s referral fees, Northern Financial or Asset Strategy for DST sales, Northern Bank Commercial Loan team and Northern Home Loan
- Bachelor’s Degree required; MBA/CES preferred
- 10+ years in sales and marketing experience in real estate or 1031 Exchange industry
- Basic understanding of 1031 Exchange tax code
- Strong verbal and written skills
- Strong analytical and problem-solving skills; well organized
- Massachusetts Real Estate Agent license
Skills Required
- Bachelor's Degree required; MBA/CES preferred
- 10+ years in sales and marketing experience in real estate or 1031 Exchange industry
- Basic understanding of 1031 Exchange tax code
- Strong verbal and written skills
- Strong analytical and problem-solving skills; well organized
- Massachusetts Real Estate Agent license
What We Do
Since 1960, Northern Bank has been the banking partner of choice for businesses and consumers throughout New England. We take an entrepreneurial, commonsense approach to providing a complete line of banking solutions. We are deeply invested in the communities we serve and passionately committed to helping you, our customers, grow. Thanks to the unwavering dedication of our team and the loyalty of our customers, we have been named the #1 performing Community Bank in New England for seven straight years and #1 in the United States in 2015. Northern Bank provides businesses and individuals with deposit and cash management services, commercial and franchise financing, residential mortgages, and wealth management services. We currently operate 12 branches in the Greater Boston market. For more information, contact us at 800-273-6908 or visit www.nbtc.com. Member FDIC | Equal Housing Lender. http://facebook.com/northernbankma http://twitter.com/northernbankma Social Media Guidelines: https://www.nbtc.com/customer-service/FAQs/what-are-our-social-media-guidelines-610
