VP, Business Development Officer of Treasury Management
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. This position will provide support to the following Southern California Markets: San Diego, Orange County and Los Angeles Markets. The Treasury Management BDO will have direct support of SVP, Head of Branch Banking. The Treasury Management team delivers extensive industry knowledge, local expertise and competitive capabilities to clients. You will be exposed to a partnership that will allow you to deliver efficiency, eliminate unnecessary risk and reduce cost for clients. Ensures compliance with 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
Nice To Haves
- Absolute must to be comfortable with establishing relationships both remote and in person
Responsibilities
- Will engage in a local market, remotely and in person to ensure tenacious, productive relationships that are beneficial for 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
- 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
Benefits
- Mileage is reimbursed
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What This Job Offers
Job Type
Full-time
Career Level
Senior
