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VP, Business Development Officer of Treasury Management
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$100k–$140k/yr
Full-time
bachelor degree
Competitive compensation, Mileage reimbursement
Posted 3h ago
~40 hrs/week
Responsibilities
The VP of Treasury Management is responsible for generating high-quality commercial deposit leads and building long-lasting relationships with clients. They will collaborate with internal teams to streamline the onboarding process and ensure compliance with all banking regulations.
Requirements
Candidates should have a bachelor's degree or at least 5 years of related work experience in B2B sales. A strong working knowledge of cash management products and exceptional interpersonal and organizational skills are required.
Full job description
Description
This position is responsible for generating and supporting high-quality leads by engaging prospective clients in a meaningful dialogue about their banking deposit needs, and identifying opportunities to create mutually beneficial, long-lasting relationships with focus on business ranging generally between 10MM to 100MM in revenue. The VP, BDO of Treasury Management will have direct support from SVP, Head of Branch Banking, and will work closely with the Treasury Services Department to ensure a seamless onboarding experience. The Treasury Management Team delivers extensive industry knowledge, local expertise, and competitive capabilities to clients. The incumbent will be exposed to a partnership that enables greater efficiency, eliminates unnecessary risk, and reduces costs for clients.
Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Duties and Responsibilities:
Engages in the local market, both remotely and in person to ensure tenacious, productive relationships that support commercial deposits growth
Develop relationships with qualified prospects with optimal point of contact and formulate a strategic approach to win new commercial deposit relationship with targeted range of 10MM to 100MM in sales
Align closely with partners to evolve strategy as needed to deepen existing relationships and maximize deposit balances
Assist with the relationship analysis, and construction of presentation material for client proposals, collaborate with Treasury Management to streamline the onboarding process
Maintain thorough records of activities with each prospect to ensure fluidity of communication with multiple touch points across the bank
Be proactive, persistent, creative, tenacious and nimble
Highly adept at establishing and maintaining relationships in both remote and in person environments
Engage in relationship reviews to identify opportunities, effectively assess TM product and service, and stay up to date on current and emerging commercial banking and treasury management strengths
Regularly update Retail Banking Employees and Commercial Lending Officers on critical developments impacting Commercial Deposit Growth through monthly team meetings, and e-mails
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Supervisory Responsibilities: None
Qualifications:
Bachelor’s degree preferred or 5 years or more of related work experience
Extensive B2B sales experience with small to medium-size firms
Strong working knowledge in Cash Management products and services
Effective problem solving, critical and strategic thinking skills, and attention to detail
Exceptional organizational and time management skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines and goals
Strong overall business acumen with an ability to understand the direction, priorities, and goals of the organization
Exceptional interpersonal skills; presents a positive and professional image, effectively collaborates with diverse teams and is successful at achieving results
Must be self-motivated, and proactive to grow and maintain a consistent healthy portfolio
Ability to multi-task in a fast-paced environment
Physical/Mental Demands & Work Environment:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank is proud to offer a competitive compensation and benefits package. The pay range is intended as a general guideline, with individual compensation determined based on a variety of factors, including relevant experience, education and training, internal equity, geographic location, and other business considerations.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Making a positive difference in the communities we serve.
Industry
Banking
Company size
201-500 employees
Founded
2004
Headquarters
Santa Rosa, CA
LinkedIn followers
5,927
Since opening our first branch in January 2005, Poppy Bank has grown to over $6 Billion in assets with branches across the San Francisco Bay Area, Roseville-Sacramento Area and Southern California. We also have loan production offices in Northern and Southern California as well as Nevada, Arizona and Texas. Our commitment to providing the best products and services has propelled our success and garnered national recognition of our performance. Poppy Bank is 5-star rated by BauerFinancial, the nation’s leading independent bank and credit union rating firm and is recognized as one of the strongest financial institutions in the country. The Bank is governed by our strong team of Executive Officers and a dedicated Board of Directors formed entirely by accomplished business leaders.
Poppy Bank specializes in business lending including commercial loans and lines of credit, commercial real estate, construction and SBA/USDA loans. We have built a reputation of responding quickly to loan requests, turning applications around expeditiously, and closing loans. In addition, we offer a full array of personal and business banking products and services including deposit products, cash management services and ACH processing.
We are the 19-time winner of Best Places to Work in the North Bay and recipient of the North Bay Biz Top 500 Companies Award. Each and every employee of Poppy Bank is dedicated to providing extraordinary service and building relationships with our clients. We give back to our communities through supporting employee volunteer hours, serving on non-profit boards of directors, and sponsoring events. We are committed to our clients and community, all of whom we consider an integral part of the Poppy Bank family.
Come see us today at one of our convenient locations!
Check out all Poppy Bank career opportunities at: www.poppy.bank/careers
Member FDIC - Equal Housing Lender
Offices: 438 First Street, Santa Rosa, CA 95401, US · 6580 Oakmont Drive, Santa Rosa, CA 95409, US · 100 2nd Street, Petaluma, CA 94952, US · 2531 Blanding Avenue, (Inside Nob Hill Foods), Alameda, CA 94501, US · 1940 Tice Valley Blvd, Walnut Creek, CA 94595, US