VP Cash Management

Compensation for this position is based on experience and qualifications.

Responsibilities

• Perform functions necessary to provide the highest level of service and responsiveness to customers within scope of authority and expertise.
• Develop and implement an annual market sales strategy and plan to achieve goals, including new sales, cross-sell, and retention targets.
• Develop and implement a profitable Cash Management deposits and fee income portfolio for the assigned market.
• Prepare sales presentations, including pro-forma, pitchbooks, and PowerPoint decks, and recommend value-added services to customer relationships.
• Manage a portfolio of Cash Management customers with extensive and complex needs due to relationship size, business nature, or deposit volume.
• Provide high-quality client service, including implementation and training of online products.
• Ensure company personnel (Commercial and Retail) are aware of Cash Management sales activities and promote the company’s objectives.
• Maintain and develop a network of professional contacts and Centers of Influence to expand financial services relationships.
• Represent the organization at external functions and events.
• Adhere to compliance procedures and internal/operational risk controls in accordance with regulatory and bank policy requirements.
• Protect the confidentiality of non-public customer information (NPCI) and the security of information technology resources.
• Follow the Bank’s Acceptable Use Policy, participate in security awareness training, and pass social engineering testing to maintain cybersecurity best practices.

Community Development Responsibilities

• Participate in community development services within the Bank’s assessment area, focusing on affordable housing, community services for low- to moderate-income individuals, and revitalization or stabilization of targeted neighborhoods.
• Engage in activities such as:
  • Offering accounting skills to local charitable organizations serving low- to moderate-income individuals.
  • Performing bookkeeping services for low- to moderate-income seniors.
  • Teaching financial literacy programs for low- to moderate-income school children.
  • Fundraising for agencies targeting low- or moderate-income individuals.
  • Participating in activities that revitalize or stabilize low- or moderate-income areas.
• Encourage CRA-qualified volunteerism.

Requirements

• College degree or equivalent experience required.
• 7–10 years of relevant experience.
• Demonstrated professionalism and presence, with the ability to work with all levels of senior management.
• Ability to lead and influence multiple audiences, both within and outside the organization.
• Superior relationship-building skills with internal and external clients.
• Excellent writing, verbal, and presentation skills for effective interaction with clients.
• Ability to utilize resources creatively to meet client needs and successfully sell products and services.
• Ability to work independently with limited supervision and self-motivation.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Physical demands or work conditions described are representative of those an employee must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.