VP Private & Business Banking - Non Manager
About The Position
The VP of Private & Business Banking will oversee a portfolio of existing Private Wealth and Business Banking members while actively acquiring new relationships that meet the criteria for Private Wealth Management. This role includes selling cash management services, promoting Credit Union products, and referring opportunities to internal teams such as Wealth Management, Commercial Lending, and the retail branch network. To support introductory Wealth Management discussions with prospective members, the employee is encouraged to obtain FINRA Series 63, 65 or 66, Series 7, and Virginia State Life & Annuities licenses before making formal referrals to the Wealth Management team.
Requirements
- Five or more years sales experience.
- Bachelor's degree in finance, business, marketing or equivalent
- Work involves extensive personal contact with others and is of a personal or sensitive nature.
- Motivating, influencing, and/or training others is key at this level.
- Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
- Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone.
- Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials.
- Must have the skill and ability to use Microsoft Word and Excel.
Nice To Haves
- FINRA Series 63, 65 or 66, Series 7, VA State Life & Annuities Licensing preferred.
Responsibilities
- Conduct outbound calls targeting corporate deposit prospects and high‑net‑worth individuals
- Understand, sell, and service the Credit Union’s full suite of Cash Management and Treasury products
- Manage and retain a deposit portfolio, with emphasis on money market and CD accounts
- Identify member needs and refer opportunities to Wealth Management, Mortgage, Commercial Lending, and Retail Banking teams
- Build strong partnerships with Retail Branches to drive referrals to Private Wealth Management and Business Banking
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
