• Drive new logo growth across financial services accounts in the North American region. • Build and manage a focused book of target accounts. • Develop thoughtful account plans that map key stakeholders and buying processes. • Generate qualified meetings through proactive outbound activity including email, phone, LinkedIn, referrals, events, and other creative prospecting channels. • Partner closely with SDRs to improve target account penetration and campaign follow-up. • Lead compelling discovery conversations that uncover client priorities and evaluation criteria. • Maintain strong knowledge of the alternative data landscape and market developments.

• Manage and qualify inbound retirement plan leads generated through marketing campaigns, partnerships, and referrals • Engage financial advisors, consultants, and referral partners to understand their business and retirement plan needs • Build and maintain a pipeline of qualified opportunities, ensuring timely follow-up and progression • Partner with field sales and National Accounts teams to transition opportunities and coordinate next steps • Support advisor meetings, proposals, and presentations • Educate advisors on retirement plan design, compliance considerations, and TPA services • Maintain accurate records of all interactions and pipeline activity within the CRM • Collaborate with marketing to provide feedback on lead quality and campaign performance

Description Commercial Lender - Business Banking Officer Consumers National Bank is a progressive and dynamic organization. We are looking for a professional with commercial lending experience to develop, solicit, and promote commercial lending. This position has flexibility of worksite and partial remote work ability. We operate without multiple management layers providing our employees with access to decision makers. You will be a part of an environment where achievements are recognized, and personal and professional growth is encouraged. Our corporate culture fosters a collaborative approach to business decisions and decision making for the greater good of the organization and its customers. We firmly believe that our employees are the driving force behind our MISSION. Join our Commercial Lending Team and join us in saying, “I make a difference”. We are pleased to offer a generous benefits package, competitive wages, and a collaborative professional work environment. Background, credit, and previous employment checks apply to all applicants. Consumers National Bank is an Equal Opportunity Educational Institution/Equal Opportunity Employer, which includes providing equal opportunity for protected veterans and individuals with disabilities. Responsibilities Include: • Generating new business through prospecting, outside calling, networking, and referrals. Making a substantial number of outside, in-person calls on prospects and clients. • Maintaining and applying a thorough understanding of the bank's credit policy, Consumers eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages. • Actively participating in local functions within assigned market. • Providing management with input regarding current market data, policies, and practices. • Assisting the bank in the promotion of all product lines offered in assigned market. • Generating loans that maintain an acceptable level of performance. • Assisting in any requested servicing action within assigned marketing area. • Other duties as assigned. Requirements • 5+ years commercial experience in the banking industry with local market knowledge. • Bachelor’s degree in a business-related field is strongly preferred. • Solid credit and analytical skills. • A thorough understanding of commercial lending practices. • Proven success in commercial lending and the ability to attain new retail and commercial relationships. • Strong commitment to community evidenced by active local involvement and networking. • Proficiency with all MS Office applications (Word, Excel, Outlook, etc.) • Excellent written and verbal communication skills and customer service skills. • Ability to handle competing priorities effectively and within established timeframes. • Working with and referring to other internal business partners. • High level of ethical behavior Ability to collaborate with associates, business partners and customers to resolve issues. • Proven success establishing priorities and meeting performance goals under pressure.

• Build and maintain the Customer Relationship Management (CRM) Database - ensuring all targeted accounts are contacted regularly and updates and actions are recorded on the system • Establish and develop Aramark’s Global Energy Strategy and Footprint onshore across the UK, Scandinavia and US • Support the core sales activity (New & Retention) for Aramark’s global energy business offshore across the North Sea & international • Engage with Aramark’s current clients on vertical and horizontal selling and under the direction of the country Directors of Operations & the Head of Global Sales; support retention activity. • Targeting, liaising, completing proposals, presenting and closing out commercial and contractual documents • Further support to the operations team during mobilisation and transition where required • Develop content for pre-qualification and tender responses which are bespoke to Aramark • Proof-reading/quality-checking final documents to ensure that they meet quality standards, where supported by Aramark’s centralized bid and design team • Working closely with the wider international team including to ensure that client expectations are met throughout the sales process