VP, Business Development Officer of Treasury Management

Poppy Bank•San Jose, CA

1d•Hybrid

About The Position

This position is responsible for generating and supporting high-quality leads by engaging prospective clients in a meaningful dialogue about their banking deposit needs, and identifying opportunities to create mutually beneficial, long-lasting relationships with focus on business ranging generally between 10MM to 100MM in revenue. The VP, BDO of Treasury Management will have direct support from SVP, Head of Branch Banking, and will work closely with the Treasury Services Department to ensure a seamless onboarding experience. The Treasury Management Team delivers extensive industry knowledge, local expertise, and competitive capabilities to clients. The incumbent will be exposed to a partnership that enables greater efficiency, eliminates unnecessary risk, and reduces costs for clients. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Requirements

Bachelor’s degree preferred or 5 years or more of related work experience
Extensive B2B sales experience with small to medium-size firms
Strong working knowledge in Cash Management products and services
Effective problem solving, critical and strategic thinking skills, and attention to detail
Exceptional organizational and time management skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines and goals
Strong overall business acumen with an ability to understand the direction, priorities, and goals of the organization
Exceptional interpersonal skills; presents a positive and professional image, effectively collaborates with diverse teams and is successful at achieving results
Must be self-motivated, and proactive to grow and maintain a consistent healthy portfolio
Ability to multi-task in a fast-paced environment

Responsibilities

Engages in the local market, both remotely and in person to ensure tenacious, productive relationships that support commercial deposits growth
Develop relationships with qualified prospects with optimal point of contact and formulate a strategic approach to win new commercial deposit relationship with targeted range of 10MM to 100MM in sales
Align closely with partners to evolve strategy as needed to deepen existing relationships and maximize deposit balances
Assist with the relationship analysis, and construction of presentation material for client proposals, collaborate with Treasury Management to streamline the onboarding process
Maintain thorough records of activities with each prospect to ensure fluidity of communication with multiple touch points across the bank
Be proactive, persistent, creative, tenacious and nimble
Highly adept at establishing and maintaining relationships in both remote and in person environments
Engage in relationship reviews to identify opportunities, effectively assess TM product and service, and stay up to date on current and emerging commercial banking and treasury management strengths
Regularly update Retail Banking Employees and Commercial Lending Officers on critical developments impacting Commercial Deposit Growth through monthly team meetings, and e-mails
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned