Deposit Relationship Manager Team Lead (Treasury)

United Business Bank Career Opportunities•Irvine, CA

31d•$115,000 - $130,000•Onsite

About The Position

The Deposit Relationship Manager Team Lead (DRMTL) is an onsite position for our Denver, CO, Walnut Creek, CA, or Irvine, CA, offices and does not have remote opportunities. The Deposit Relationship Manager Team Lead (DRMTL) is responsible for fostering meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. The DRMTL builds team excellence by managing, mentoring, and training the Deposit Relationship Managers and Cash Management Officers, ensuring the entire team provides exceptional, competitive, and complete banking experience to their assigned portfolio of Business Banking and Commercial clients. The DRMTL works independently and in tandem with team members and Client Relationship Managers to support our new and existing clients and to develop and grow the deposit and cash management services offered by matching client needs with the suite of products and services offered by the Bank. Additionally, the DRMTL ensures the entire team implements a successful onboarding experience to clients enrolling in new products and services and that every client is able to maximize their relationship with the Bank. The DRMTL and their team promotes portfolio retention and growth by providing ongoing support to their clients, performing check-ins, and ensuring visibility of the Bank’s various products and services, including but not limited to, online banking services, remote deposit capture, positive pay, and ACH services. Services include client on-site visits to facilitate installations and set-ups for services. The DRMTL and team tailors an implementation plan for their clients that includes training clients on all features and functionality of cash management and electronic banking services and following up with those clients to ensure complete utilization of those products and services. They will gather documentation to support the preparation of credit authorizations and recommend ACH limits for deposit only clients. The DRMTL is responsible for resolving complex challenges within their assigned portfolio and within their team’s. The DRMTL is also responsible for representing the Bank professionally through involvement in local, civic, social, and professional organizations and supporting the bank and management in obtaining Satisfactory ratings on assigned audits and exams. The DRMTL demonstrates leadership and adaptability and supports the Director of Branch Administration and Chief Operating Officer with other projects and duties as assigned. All duties are performed accurately, timely and efficiently, and in accordance to Bank policies and procedures, and regulatory guidelines.

Requirements

Some college or equivalent training.
Extensive knowledge of cash management services and related systems, as well as banking and deposit operations, procedures, and related compliance.
Minimum of 5 years’ related experience in a similar role at another financial institution.
Excellent communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Ability to operate related computer hardware and other business equipment including copy machine and telephone.

Nice To Haves

Bachelor’s Degree in business or related field preferred.

Responsibilities

fostering meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team
builds team excellence by managing, mentoring, and training the Deposit Relationship Managers and Cash Management Officers
ensuring the entire team provides exceptional, competitive, and complete banking experience to their assigned portfolio of Business Banking and Commercial clients
works independently and in tandem with team members and Client Relationship Managers to support our new and existing clients and to develop and grow the deposit and cash management services offered by matching client needs with the suite of products and services offered by the Bank
ensures the entire team implements a successful onboarding experience to clients enrolling in new products and services and that every client is able to maximize their relationship with the Bank
promotes portfolio retention and growth by providing ongoing support to their clients, performing check-ins, and ensuring visibility of the Bank’s various products and services, including but not limited to, online banking services, remote deposit capture, positive pay, and ACH services
Services include client on-site visits to facilitate installations and set-ups for services
tailors an implementation plan for their clients that includes training clients on all features and functionality of cash management and electronic banking services and following up with those clients to ensure complete utilization of those products and services
gather documentation to support the preparation of credit authorizations and recommend ACH limits for deposit only clients
responsible for resolving complex challenges within their assigned portfolio and within their team’s
responsible for representing the Bank professionally through involvement in local, civic, social, and professional organizations and supporting the bank and management in obtaining Satisfactory ratings on assigned audits and exams
demonstrates leadership and adaptability and supports the Director of Branch Administration and Chief Operating Officer with other projects and duties as assigned
All duties are performed accurately, timely and efficiently, and in accordance to Bank policies and procedures, and regulatory guidelines.