VP, Team Leader, Client and Treasury Management

About the role

The position of VP, Team Leader, Client & Treasury Management is responsible for the management, development, and analysis of new commercial business, including small business and non-profit organizations, deposit and treasury management business; the expansion of existing relationships; and servicing customers. The Team Leader will be a player and coach, managing respective geographic teams within the overall group. This incumbent develops and presents sales proposals, acts as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues; and, 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. Acts as a BSB representative or leader in the community and promotes the Bank’s mission in the communities served.

Responsibilities

• Manages, coaches and mentors a team of commercial sales and support professionals that focuses on development, onboarding, and servicing of commercial clients while a leader and team player with other business lines and support departments.
• Establishes, builds, and maintains professional banking relationships with clients/prospects who utilize depository/cash management services in addition to lending and credit card opportunities; calls on commercial, small business, non-profit organizations, and high net worth individuals to develop new relationships.
• Facilitates the development of profitable and quality, mission aligned relationships throughout the Bank including referrals to other business units.
• Works directly with the Director of Client and Community Partnerships, other member of leadership and/or other personnel in the development of a sales strategy for the respective geographic area of responsibility and ensures that strategy is executed effectively.
• Ensures that sales growth and exceptional service is in place.
• Provides consultative services to clients to ensure awareness of the benefits of the recommended treasury management services.
• 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 or other team members to provide coaching and guidance to assist in acquiring new business and/or closing deals.
• Works closely with other team members within the Bank to identify new business opportunities.
• Maintains 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.
• Manages the process and provides annual Treasury Management reviews and site visits for clients to identify possible changes to their services and provide updates on new services.
• Provides ongoing Treasury Management training for other bankers to ensure awareness of available Treasury Management services and as new products are being developed and rolled out in each market.
• Completes entire package necessary for support staff to set up, open and fund new relationships properly.
• Attends trade shows, conferences, and networking events to ensure the Bank’s services are being marketed appropriately in the markets we serve.
• Tracks all sales-related activities in the bank’s client relationship management system, including sales pipeline and client/prospect calls.
• Oversees direct reports including day-to-day performance, recruitment, coaching, mentoring and coordinates with fellow commercial team leaders and other peers within Bank.

Requirements

• Bachelor’s degree required or a minimum of 8 years of demonstrated experience relevant to the job requirements.
• Extensive knowledge of product delivery systems.
• Comprehensive and practical knowledge of banking, operations, and treasury management products.
• Excellent interpersonal, verbal, and written communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations to a diverse audience.
• Prior experience mentoring training and guiding less experienced team members and other banking departments.
• Demonstrated experience selling products/services within the financial services industry.
• Ability to participate in events occurring outside normal business hours.
• Ability to work independently and complete projects and tasks on time.
• Maintains and manages expenses on an ongoing basis and prepares monthly expense reports for management.
• Attends networking events, lunches, dinners, or other planned events and hosts clients as needed.
• Excellent customer service skills.
• Strong organization & time management skills.
• Team-oriented, approachable and work well with others.
• Possess strong oral and written communication skills.
• Strong math and problem-solving skills.
• Proficient in use of Microsoft Office applications.

Qualifications

• Minimum of 8 years of relevant experience.
• Extensive knowledge of product delivery systems.
• Comprehensive and practical knowledge of banking, operations, and treasury management products.
• Excellent interpersonal, verbal, and written communication skills.
• Prior experience mentoring and training less experienced team members.
• Demonstrated experience selling products/services within the financial services industry.
• Ability to participate in events outside of regular business hours.
• Ability to work independently and manage projects and tasks.
• Strong organizational and time management skills.
• Strong customer service skills.
• Strong math and problem-solving skills.
• Proficiency in Microsoft Office applications.