VP, Client and Treasury Manager
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections when posting has real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate.
We need to extract content: The posting includes "Our ideal candidate:" etc. There's a lot of text. We need to parse sections: About Us, Position Overview, Essential Duties, Client Service Excellence Practice..., Leadership Opportunities, ROLE COMPETENCIES, WORKING ENVIRONMENT & PHYSICAL DEMANDS, Position Requirements Minimum Qualifications, Compensation, Benefits.
We need to map to allowed headings: About the role (maybe About Us?), Responsibilities (Essential Duties), Requirements (Position Requirements Minimum Qualifications), Qualifications (maybe same as Requirements?), Skills (ROLE COMPETENCIES?), Benefits, Pay (Compensation), Schedule (maybe schedule info: Monday-Friday Hybrid). Also maybe "About the role" could be Position Overview.
We must not create sections with filler like "commensurate with experience". We have actual content for Pay: Compensation section includes description of pay range etc. So we can include Pay heading with that content.
Schedule: posting says "Schedule LOCATION: Monday-Friday Hybrid". So we have schedule info: Monday-Friday Hybrid. So we can include Schedule heading with that.
Benefits: we have Benefits section with details.
Now we need to output HTML fragment only, no /. Use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information, not invent or summarize away detail. So we need to include details as given, but we can format as lists where appropriate.
We must not repeat job title as heading. Title is "VP Flsa"? Actually "Title VP Flsa JOB CODE: Exempt Salary Grade 9 Category Full-time Union Representation NA Schedule LOCATION: Monday-Friday Hybrid Supervisory Role y REVISION DATE: N 12/2025". That's metadata; we should fold minor metadata into short
or drop it. We can include schedule info in Schedule section; location maybe not needed. We can drop other metadata.
We need to remove cookie/navigation/legal/EEO etc. Not present.
Now craft sections:
- About the role: could be Position Overview paragraph(s). We'll put Position Overview content.
- Responsibilities: Essential Duties (list). Also maybe Client Service Excellence Practice and Leadership Opportunities could be part of responsibilities? But we can keep as separate sections if they have content. However we prefer few substantive sections over many thin ones. Could combine Responsibilities and Leadership Opportunities under Responsibilities? But guidelines: Use headings only when posting has real specific content for it. We have content for Leadership Opportunities and Client Service Excellence Practice. Could make separate sections: maybe "Client Service Excellence" and "Leadership Opportunities". But headings list only includes certain allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we cannot create arbitrary headings like "Client Service Excellence". Must use only those headings. So we need to map content to those headings.
Thus:
- About the role: Position Overview (maybe also About Us? but About Us is about company; could be About the role? Might be okay). We'll include Position Overview.
- Responsibilities: Essential Duties + Client Service Excellence Practice + Leadership Opportunities (all duties). We'll combine into a list under Responsibilities.
- Requirements: Position Requirements Minimum Qualifications (maybe also "Minimum Qualifications").
- Qualifications: maybe same as Requirements? But we need to avoid duplication. Could treat Requirements as minimum qualifications, Qualifications as preferred qualifications? The posting doesn't have separate preferred qualifications. Could skip Qualifications section if no distinct content. But we need to include only when posting has real specific content. Since there is no separate "Qualifications" beyond requirements, we could omit Qualifications heading.
- Skills: ROLE COMPETENCIES list.
- Benefits: Benefits section.
- Pay: Compensation section.
- Schedule: Schedule info (Monday-Friday Hybrid). Also maybe location? We'll just put schedule.
Now we need to format lists.
Let's extract content.
Position Overview text:
"The position of VP, Client & Treasury Manager is responsible for the development and analysis of new commercial, including small business and non-profit organizations, deposit and treasury management business; the expansion of existing relationships; and servicing customers. Knowledge of deposit and treasury management products and services is required; commercial and consumer lending a plus. This position will develop and present sales proposals, acts as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues; supports a team approach to complex customer relationships to ensure all needs are addressed; monitors market condition/trends so the Bank will remain competitive in local market. This role is also a BSB representative or leader in the community and promotes the bank’s mission in the communities served."
We'll put that in
.
Responsibilities: combine Essential Duties, Client Service Excellence Practice, Leadership Opportunities.
Essential Duties list (many bullet-like sentences). We'll convert each sentence to
- .
Client Service Excellence Practice list: also bullet-like.
Leadership Opportunities list.
We'll merge all into one
under Responsibilities.
Requirements: Position Requirements Minimum Qualifications paragraph.
We'll put that in maybe with list? It's a paragraph with multiple sentences; we can keep as
.
Skills: ROLE COMPETENCIES list: "Attention to Detail Collaboration & Communication Diversity & Inclusion Execution & Ownership Time Management Analytical Thinking Banking Services- Commercial Consulting Initiative Relationship Management Sales". We'll make each as
- .
Benefits: The benefits paragraph includes list items: Medical/Dental/Vision/Basic Life/STD/LTD, Vacation Days: 2-4 weeks depending on role, Sick Days: 12 days per year, Holidays: 11 days per year, 401(K)/ROTH/FSA/HSA/EAP, Education and Adoption Assistance, Bank-Wide Annual Discretionary Bonus Program, Production-based incentive program available for some roles, Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations, Paid Sabbatical Program after 5 years of service, Pet Benefits. We'll make a
with each as - .
Pay: Compensation paragraph(s). We'll put as
.
Schedule: "Monday-Friday Hybrid". We'll put as
.
Now ensure we don't include boilerplate like "Join our team:" etc. That's maybe part of About the role? Actually "Join our team: If you are ready..." is a call to action; we should remove as it's application instruction? It's not a duty. We'll drop.
Also remove "#BCorp #WeAreBCorps" etc.
Now produce HTML.
Let's craft.
We'll start with
About the role
...
Then Responsibilities
...
Then Requirements
...
Then Skills
...
Then Benefits
...
Then Pay
...
Then Schedule
Monday-Friday Hybrid
Check that we didn't miss any substantive info: About Us (company description) maybe should be included somewhere. Could be part of About the role? The About Us section describes the company mission etc. Could be included in About the role as additional paragraph. We'll add after Position Overview maybe another under About the role containing About Us text.
Thus About the role will have two paragraphs: Position Overview and About Us.
Now ensure we didn't include any filler like "commensurate with experience". Not present.
Now write the HTML.
Let's extract About Us text:
"We practice Beneficial Banking™ by investing in social and environmental impact, prioritizing transparency, and expanding access to equitable financial products, all in pursuit of a banking system that is regenerative for the planet and equitable for all. We bring that same commitment to our people by cultivating a vibrant, inclusive, and purpose-driven culture where employees are empowered to grow, contribute, and thrive. Together, we strive to make a meaningful difference in the communities where we live and work, creating positive impact through partnership, service, and shared success."
We'll put as
.
Now Responsibilities list: need to extract each duty sentence.
Essential Duties sentences (split by semicolons or periods). Let's list them:
1. Establishes, builds and maintains professional banking relationships with clients/prospects who utilize depository/cash management services; calls on commercial, small business, non-profit organizations, and high net worth individuals to develop new relationships
2. Facilitate the development of profitable and quality, mission aligned relationships throughout the Bank including referrals to other business units.
3. Work directly with the Director of Client and Treasury Management, other leadership members and/or other personnel in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy.
4. Ensures that sales growth and exceptional service is in place.
5. Provides consultative services to the client to ensure the client is aware of the benefits of the treasury management services being recommended.
6. Develops and executes sales presentations for customers/prospects including cost/benefit analyses; service and fee comparisons and written proposals.
7. Makes joint calls, when appropriate, with commercial / small business lenders, branch managers and team members to provide coaching and guidance to assist in acquiring new business and/or closing the deal
8. Works closely with other team members within the bank to identify new business opportunities.
9. Has a basic knowledge of the overall array of bank services available for both consumer and commercial clients, and cross-sells those services as needed by the client.
10. Provides annual Treasury Management reviews and site visits for clients to identify changes that need to be made to their services and inform the client of new services available.
11. Provides ongoing Treasury Management training for other bankers to ensure the team is aware of the Treasury Management services available and as new products are being developed and rolled out in each market.
12. Completes entire package necessary for support staff to set up, open and fund new relationships properly.
13. Attends trade shows, conferences and networking events to ensure the bank’s services are being marketed appropriately in the markets we serve.
14. Tracks all sales-related activities in the bank’s Client Relationship Management system, including sales pipeline and client/prospect calls.
15. Entertains clients at networking events, lunches, dinners or other planned events as needed, which may require early morning or evening attendance.
16. Participates in an annual incentive plan measuring new business eligible per plan document.
17. Monitors and manages expenses on an ongoing basis, and prepares monthly expense reports for management.
Client Service Excellence Practice sentences:
1. Practice and lead in a client service excellence standard policy for entire organization;
2. Investigating and solving clients’ problems, which may be complex or long-standing problems that have been passed on by customer service assistants;
3. Analyzing statistics or other data to determine the level of client service the organization is providing;
4. Developing feedback or complaints procedures for clients to use;
5. Developing client service procedures, policies and standards for the organization or department;
6. Meeting with other managers/ staff/ department to discuss possible improvements to client service;
7. Training staff to deliver a high standard of client service;
Leadership Opportunities sentences:
1. Lead or participate in treasury management product innovation and strategic planning
2. Recommends improvements in existing products or product mix to ensure the bank remains competitive and clients are appropriately serviced
3. Mentor other officers within the Beneficial family footprint on expertise of deposit
- for any list of duties/requirements/benefits. Use
for prose. We need to preserve all substantive information, not invent or summarize away detail. So we need to include details as given, but we can format as lists where appropriate. We must not repeat job title as heading. Title is "VP Flsa"? Actually "Title VP Flsa JOB CODE: Exempt Salary Grade 9 Category Full-time Union Representation NA Schedule LOCATION: Monday-Friday Hybrid Supervisory Role y REVISION DATE: N 12/2025". That's metadata; we should fold minor metadata into short
or drop it. We can include schedule info in Schedule section; location maybe not needed. We can drop other metadata. We need to remove cookie/navigation/legal/EEO etc. Not present. Now craft sections: - About the role: could be Position Overview paragraph(s). We'll put Position Overview content. - Responsibilities: Essential Duties (list). Also maybe Client Service Excellence Practice and Leadership Opportunities could be part of responsibilities? But we can keep as separate sections if they have content. However we prefer few substantive sections over many thin ones. Could combine Responsibilities and Leadership Opportunities under Responsibilities? But guidelines: Use headings only when posting has real specific content for it. We have content for Leadership Opportunities and Client Service Excellence Practice. Could make separate sections: maybe "Client Service Excellence" and "Leadership Opportunities". But headings list only includes certain allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we cannot create arbitrary headings like "Client Service Excellence". Must use only those headings. So we need to map content to those headings. Thus: - About the role: Position Overview (maybe also About Us? but About Us is about company; could be About the role? Might be okay). We'll include Position Overview. - Responsibilities: Essential Duties + Client Service Excellence Practice + Leadership Opportunities (all duties). We'll combine into a list under Responsibilities. - Requirements: Position Requirements Minimum Qualifications (maybe also "Minimum Qualifications"). - Qualifications: maybe same as Requirements? But we need to avoid duplication. Could treat Requirements as minimum qualifications, Qualifications as preferred qualifications? The posting doesn't have separate preferred qualifications. Could skip Qualifications section if no distinct content. But we need to include only when posting has real specific content. Since there is no separate "Qualifications" beyond requirements, we could omit Qualifications heading. - Skills: ROLE COMPETENCIES list. - Benefits: Benefits section. - Pay: Compensation section. - Schedule: Schedule info (Monday-Friday Hybrid). Also maybe location? We'll just put schedule. Now we need to format lists. Let's extract content. Position Overview text: "The position of VP, Client & Treasury Manager is responsible for the development and analysis of new commercial, including small business and non-profit organizations, deposit and treasury management business; the expansion of existing relationships; and servicing customers. Knowledge of deposit and treasury management products and services is required; commercial and consumer lending a plus. This position will develop and present sales proposals, acts as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues; supports a team approach to complex customer relationships to ensure all needs are addressed; monitors market condition/trends so the Bank will remain competitive in local market. This role is also a BSB representative or leader in the community and promotes the bank’s mission in the communities served." We'll put that in
. Responsibilities: combine Essential Duties, Client Service Excellence Practice, Leadership Opportunities. Essential Duties list (many bullet-like sentences). We'll convert each sentence to
- .
Client Service Excellence Practice list: also bullet-like.
Leadership Opportunities list.
We'll merge all into one
- under Responsibilities.
Requirements: Position Requirements Minimum Qualifications paragraph.
We'll put that in
- .
Benefits: The benefits paragraph includes list items: Medical/Dental/Vision/Basic Life/STD/LTD, Vacation Days: 2-4 weeks depending on role, Sick Days: 12 days per year, Holidays: 11 days per year, 401(K)/ROTH/FSA/HSA/EAP, Education and Adoption Assistance, Bank-Wide Annual Discretionary Bonus Program, Production-based incentive program available for some roles, Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations, Paid Sabbatical Program after 5 years of service, Pet Benefits. We'll make a
- with each as
- .
Pay: Compensation paragraph(s). We'll put as
. Schedule: "Monday-Friday Hybrid". We'll put as
. Now ensure we don't include boilerplate like "Join our team:" etc. That's maybe part of About the role? Actually "Join our team: If you are ready..." is a call to action; we should remove as it's application instruction? It's not a duty. We'll drop. Also remove "#BCorp #WeAreBCorps" etc. Now produce HTML. Let's craft. We'll start with
About the role
...
ThenResponsibilities
- ...
Requirements
...
ThenSkills
- ...
Benefits
- ...
Pay
...
ThenSchedule
Monday-Friday Hybrid
Check that we didn't miss any substantive info: About Us (company description) maybe should be included somewhere. Could be part of About the role? The About Us section describes the company mission etc. Could be included in About the role as additional paragraph. We'll add after Position Overview maybe anotherunder About the role containing About Us text. Thus About the role will have two paragraphs: Position Overview and About Us. Now ensure we didn't include any filler like "commensurate with experience". Not present. Now write the HTML. Let's extract About Us text: "We practice Beneficial Banking™ by investing in social and environmental impact, prioritizing transparency, and expanding access to equitable financial products, all in pursuit of a banking system that is regenerative for the planet and equitable for all. We bring that same commitment to our people by cultivating a vibrant, inclusive, and purpose-driven culture where employees are empowered to grow, contribute, and thrive. Together, we strive to make a meaningful difference in the communities where we live and work, creating positive impact through partnership, service, and shared success." We'll put as
. Now Responsibilities list: need to extract each duty sentence. Essential Duties sentences (split by semicolons or periods). Let's list them: 1. Establishes, builds and maintains professional banking relationships with clients/prospects who utilize depository/cash management services; calls on commercial, small business, non-profit organizations, and high net worth individuals to develop new relationships 2. Facilitate the development of profitable and quality, mission aligned relationships throughout the Bank including referrals to other business units. 3. Work directly with the Director of Client and Treasury Management, other leadership members and/or other personnel in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy. 4. Ensures that sales growth and exceptional service is in place. 5. Provides consultative services to the client to ensure the client is aware of the benefits of the treasury management services being recommended. 6. Develops and executes sales presentations for customers/prospects including cost/benefit analyses; service and fee comparisons and written proposals. 7. Makes joint calls, when appropriate, with commercial / small business lenders, branch managers and team members to provide coaching and guidance to assist in acquiring new business and/or closing the deal 8. Works closely with other team members within the bank to identify new business opportunities. 9. Has a basic knowledge of the overall array of bank services available for both consumer and commercial clients, and cross-sells those services as needed by the client. 10. Provides annual Treasury Management reviews and site visits for clients to identify changes that need to be made to their services and inform the client of new services available. 11. Provides ongoing Treasury Management training for other bankers to ensure the team is aware of the Treasury Management services available and as new products are being developed and rolled out in each market. 12. Completes entire package necessary for support staff to set up, open and fund new relationships properly. 13. Attends trade shows, conferences and networking events to ensure the bank’s services are being marketed appropriately in the markets we serve. 14. Tracks all sales-related activities in the bank’s Client Relationship Management system, including sales pipeline and client/prospect calls. 15. Entertains clients at networking events, lunches, dinners or other planned events as needed, which may require early morning or evening attendance. 16. Participates in an annual incentive plan measuring new business eligible per plan document. 17. Monitors and manages expenses on an ongoing basis, and prepares monthly expense reports for management. Client Service Excellence Practice sentences: 1. Practice and lead in a client service excellence standard policy for entire organization; 2. Investigating and solving clients’ problems, which may be complex or long-standing problems that have been passed on by customer service assistants; 3. Analyzing statistics or other data to determine the level of client service the organization is providing; 4. Developing feedback or complaints procedures for clients to use; 5. Developing client service procedures, policies and standards for the organization or department; 6. Meeting with other managers/ staff/ department to discuss possible improvements to client service; 7. Training staff to deliver a high standard of client service; Leadership Opportunities sentences: 1. Lead or participate in treasury management product innovation and strategic planning 2. Recommends improvements in existing products or product mix to ensure the bank remains competitive and clients are appropriately serviced 3. Mentor other officers within the Beneficial family footprint on expertise of deposit
- .
Pay: Compensation paragraph(s). We'll put as
maybe with list? It's a paragraph with multiple sentences; we can keep as
. Skills: ROLE COMPETENCIES list: "Attention to Detail Collaboration & Communication Diversity & Inclusion Execution & Ownership Time Management Analytical Thinking Banking Services- Commercial Consulting Initiative Relationship Management Sales". We'll make each as
- .
Benefits: The benefits paragraph includes list items: Medical/Dental/Vision/Basic Life/STD/LTD, Vacation Days: 2-4 weeks depending on role, Sick Days: 12 days per year, Holidays: 11 days per year, 401(K)/ROTH/FSA/HSA/EAP, Education and Adoption Assistance, Bank-Wide Annual Discretionary Bonus Program, Production-based incentive program available for some roles, Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations, Paid Sabbatical Program after 5 years of service, Pet Benefits. We'll make a