VP Private & Business Banking - NRV

Essential Functions & Responsibilities

• Conduct outbound business development focused on bringing in new business and corporate deposits.
• Understand, sell and service the Credit Union’s suite of Cash Management/Treasury products.
• Service and manage financial assets for members, including retention efforts around money market & CD accounts.
• Identify and refer opportunities to other lines of business including Wealth, Mortgage, Commercial & Retail Banking.
• Develop relationships with Retail Branches to encourage referrals to Private Wealth Management and Business Banking.

Performance Measurements

• Complies with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.

Knowledge and Skills

• Experience: A proven track record of bringing in new business/fund raising and cultivating a personal network of clients.
• Education: A Bachelor's degree in communications, business, marketing, public relations, or nonprofit management is preferred.
• Interpersonal Skills: Persuasive Communication, Active Listening, Empathy & Emotional Intelligence, Resilience.
• Other Skills: Exceptional verbal, presentation, and written skills to convey the organization's mission effectively. FINRA Series 63, 65 or 66, Series 7, VA State Life & Annuities Licensing preferred. Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel.

Physical Requirements

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

• Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards.
• May periodically travel to other, similar sites.
• The noise level in the work environment is usually moderate.