VP, Client and Treasury Manager

About the role

The VP, Client & Treasury Manager is responsible for developing and analyzing new commercial, including small business and non-profit organizations, deposit and treasury management business; expanding existing relationships; and servicing customers. Knowledge of deposit and treasury management products and services is required; commercial and consumer lending a plus.

Responsibilities

• Establishes, builds and maintains professional banking relationships with clients/prospects who utilize depository/cash management services;
• Facilitate the development of profitable and quality, mission-aligned relationships throughout the Bank including referrals to other business units;
• Develops and executes sales presentations for customers/prospects including cost/benefit analyses; service and fee comparisons and written proposals;
• 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;
• Entertains clients at networking events, lunches, dinners or other planned events as needed, which may require early morning or evening attendance;
• Participates in an annual incentive plan measuring new business eligible per plan document;
• Monitors and manages expenses on an ongoing basis, and prepares monthly expense reports for management.

Requirements

• Bachelor’s degree required and/or minimum 8 years of experience demonstrated to be applicable to job requirements;
• Extensive and in-depth knowledge of product delivery systems;
• Comprehensive and practical knowledge of banking, operations and cash management products;
• Excellent interpersonal, verbal and written communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations;
• Mentoring skills to train and guide less experienced team members and other banking departments;
• Demonstrated capacity to sell products/services within the financial services industry;
• Ability to schedule and complete tasks and duties without constant, direct supervision;
• Working knowledge of PC spreadsheet, word processing, and production software. i.e. Microsoft Office Products;
• Aptitude for detail work and ability to effectively meet specific deadlines;
• Ability to respond under pressure, and be able to effectively deal with multiple priorities and schedules;
• Clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests;
• Ability to work independently and be a self-starter.

Qualifications

• Knowledge of deposit and treasury management products and services is required; commercial and consumer lending a plus.

Skills

• Customer support
• Time Management
• Task Management
• Initiative
• Prioritization
• Effective communication
• Innovative mindset
• Attention to detail
• Advanced Problem-Solving
• Adaptability
• Collaboration

Benefits

• 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