Team Leader Specialty Deposits

City National Bank • Tallahassee, FL

11h

About The Position

Manage a team of Specialty Deposits Relationship Manager colleagues. Work with Manager to develop sales management and relationship development strategies to promote the revenue growth and profitability of team while maintaining credit quality. Manage the ongoing sales process, including new client sales, referrals, cross sales and retention efforts. Develop business opportunities by being active in the community and maintaining positive relationships within the Bank. Create and maintain effective relationships within and among teams, ensuring that lines of communication remain open and clients are serviced at a consistently high level.

Requirements

• Minimum 8 years of Treasury Services / Treasury Management (Cash Management) product sales in a financial services company
• Minimum 10 years of supervisory/managerial experience

Nice To Haves

• Bachelor’s Degree or 10 years relationship management of Treasury Services / Treasury Management (Cash Management) based clients/portfolio in a financial services company
• Broad understanding of all Treasury Services products and services applicable to target client segment.
• Detailed knowledge of Treasury Services policies and procedures, and Bank operations & operating policies and procedures.
• Highly effective and demonstrated sales and marketing abilities.
• Good credit analysis and accounting skills.
• Capable of working well independently and in teams.
• Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
• Exceptional interpersonal, verbal, and written communication skills.

Responsibilities

• Manage a team of Specialty Deposits Relationship Manager colleagues. Work with Manager to develop sales management and relationship development strategies to promote the revenue growth and profitability of team while maintaining credit quality.
• Develop New Deposit Relationships. Prepare a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identify business opportunities and solicits referrals for Treasury Services or other Bank products or services from existing customers, a network of referral sources, and other professionals in the industry. Develop a strong understanding of company, industry, business and needs to assist in client calling efforts. Set objectives for each relationship in terms of revenue/deposit contribution, etc.
• Call on existing or prospective clients to discuss and promote Treasury Services and other Bank products and services in order to establish a total client banking relationship. Discuss opportunities and general business conditions; may assist in forecasting clients’ Treasury Services, credit and other banking needs to develop solutions to serve their financial needs. Partner with in product specialists, as necessary.
• Negotiate transactions; prices Treasury Services products and services; documents and closes loan transactions. Utilizing approved pricing models as set by Treasury Services Deposits to assure profitability to CNB. Loans will meet bank guidelines and policy in regards to pricing and structure. Proposal to be reviewed with team leader and or department manager.
• Ensure conformance with Bank policy and regulatory requirements. Exercise sound credit and risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank.
• Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB.
• Interface and partner with other Bank departments as necessary. Define responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolve all client needs and any internal issues.
• Maintain and update Mycnb with sales calls for prospects and clients. Monitor and analyze relationship results and account activities. Determine client profitability. Make a recommendation regarding accounts to be further developed or eliminated. Prepare reports for management including providing monthly expense reports with proper detail.
• Monitor portfolio for quality, risk and adherence to policy. Work with the appropriate staff departments to resolve issues.
• Maintain awareness of competitive products, practices, rates and changes in market conditions.
• Analyze problem areas and meets with client to develop solutions to minimize loss exposure.
• Relationship in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Manager