Team Leader, Client and Treasury Management

Beneficial State Bank•Los Angeles, CA

12d•Hybrid

About The Position

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.

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.
Monitors 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.

Nice To Haves

Prior management experience preferred.

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.
Focuses on ensuring client service excellence standards are adhered to within their team and across the organization.
Investigates and solves client issues, which may be complex or long-standing and escalated by customer service team.
Analyzes statistics or other data to identify and track the level of client service provided by team.
Develops feedback or complaints procedures for client use.
Develops client service procedures, policies and standards for the department or Bank.
Meets with other internal stakeholders to discuss possible improvements to client service.
Trains staff to deliver a high standard of client service.
Leads or participates in treasury management product innovation, client team approaches for all products and services and strategic planning.
Recommends improvements to existing products or product mix to ensure the Bank remains competitive and clients are appropriately serviced.
Shares knowledge with other officers of the Bank of deposit and treasury management product mix.
Acts as a respected leader in the community charged with driving brand, mission and values.
Comply with all requirements, policies and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position. Additionally, required to complete all required compliance and regulatory training, not limited to BSA. Managers are responsible to ensure staff/departmental attendance.
Completes mandatory compliance training in accordance with established deadlines.
The position performs duties specific to the position and other functions as assigned.

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