Deposit Relationship Manager Team Lead (Treasury)

About the role

The Deposit Relationship Manager Team Lead (DRMTL) is an onsite position for our Denver, CO, Walnut Creek, CA, or Irvine, CA, offices and does not have remote opportunities.

Responsibilities

• Foster meaningful, collaborative, and effective relationships with clients, colleagues, and the management team.
• Builds team excellence by managing, mentoring, and training the Deposit Relationship Managers and Cash Management Officers, ensuring the entire team provides exceptional, competitive, and complete banking experience to their assigned portfolio of Business Banking and Commercial clients.
• Supports new and existing clients by developing and growing the deposit and cash management services offered by matching client needs with the suite of products and services offered by the Bank.
• Ensures the entire team implements a successful onboarding experience to clients enrolling in new products and services and that every client is able to maximize their relationship with the Bank.
• Promotes portfolio retention and growth by providing ongoing support to their clients, performing check-ins, and ensuring visibility of the Bank’s various products and services, including but not limited to, online banking services, remote deposit capture, positive pay, and ACH services.
• Tailors an implementation plan for their clients that includes training clients on all features and functionality of cash management and electronic banking services and following up with those clients to ensure complete utilization of those products and services.
• Gathers documentation to support the preparation of credit authorizations and recommends ACH limits for deposit only clients.
• Resolves complex challenges within their assigned portfolio and within their team’s.
• Represents the Bank professionally through involvement in local, civic, social, and professional organizations and supports the bank and management in obtaining Satisfactory ratings on assigned audits and exams.
• Demonstrates leadership and adaptability and supports the Director of Branch Administration and Chief Operating Officer with other projects and duties as assigned.

Requirements

• Self-starter with an entrepreneurial spirit who thrives in a team environment.
• Extensive knowledge of cash management services and related systems, as well as banking and deposit operations, procedures, and related compliance.
• Minimum of 5 years’ related experience in a similar role at another financial institution.

Qualifications

• Education & Certification(s) Required: Some college or equivalent training. Bachelor’s Degree in business or related field preferred.
• Skills & Abilities Required: Excellent communication skills, professional appearance, dress and attitude, strong computer skills, good math skills, ability to use Microsoft Office software package, ability to operate related computer hardware and other business equipment including copy machine and telephone.

Benefits

United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

Pay

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Schedule

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Benefits

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