VP, Client and Treasury Manager

PAE, Portland, Oregon, United States of America

Posted Monday, April 8, 2024 at 7:00 AM

Our ideal candidate : We are seeking candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers and build sustainable prosperity in our communities.

Who we are : Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system – a system that drives inclusive prosperity to benefit people and the planet.

Join our team: If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application.

The position of VP, Client & Treasury Manager is responsible for the development and analysis of new commercial, including small business and non-profit organizations, deposit and treasury management business; the expansion of existing relationships; and servicing customers. Knowledge of deposit and treasury management products and services is required; commercial and consumer lending a plus. This position will develop and present sales proposals, act as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues; support a team approach to complex customer relationships to ensure all needs are addressed; monitor market condition/trends so the Bank will remain competitive in the local market. This role is also a BSB representative or leader in the community and promotes the bank’s mission in the communities served.

• Establishes, builds and maintains professional banking relationships with clients/prospects who utilize depository/cash management services; 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 Treasury Management, other leadership members and/or other personnel in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy.
• Ensures that sales growth and exceptional service is in place.
• Provides consultative services to the client to ensure the client is aware of the benefits of the treasury management services being recommended.
• 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 and team members to provide coaching and guidance to assist in acquiring new business and/or closing the deal.
• Works closely with other team members within the bank to identify new business opportunities.
• Has 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.
• Provides annual Treasury Management reviews and site visits for clients to identify changes that need to be made to their services and inform the client of new services available.
• Provides ongoing Treasury Management training for other bankers to ensure the team is aware of the Treasury Management services available and as new products are being developed and rolled out in each market.
• Completes the 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.
• Entertains clients at networking events, lunches, dinners or other planned events as needed, which may require early morning or evening attendance.
• Participates in an annual incentive plan measuring new business eligible per plan document.
• Monitors and manages expenses on an ongoing basis, and prepares monthly expense reports for management.
• Practices and leads in a client service excellence standard policy for the entire organization.
• Investigates and solves clients’ problems, which may be complex or long-standing problems that have been passed on by customer service assistants.
• Analyzes statistics or other data to determine the level of client service the organization is providing.
• Develops feedback or complaints procedures for clients to use.
• Develops client service procedures, policies and standards for the organization or department.
• Meets with other managers/staff/department 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 and strategic planning.
• Recommends improvements in existing products or product mix to ensure the bank remains competitive and clients are appropriately serviced.
• Mentors other officers within the Beneficial family footprint on expertise of deposit and treasury management product mix.
• Becomes a leader in the respective community charged with driving brand, mission and values.

Additionally:

• 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.
• Other duties as assigned.

Qualifications

• Bachelor’s degree required and/or have minimum 8 years of experience demonstrated to be applicable to job requirements.
• Extensive and in-depth knowledge of product delivery systems.
• Comprehensive and practical knowledge of banking, operations and cash management products.
• Excellent interpersonal, verbal and written communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations.
• Mentoring skills to train and guide less experienced team members and other banking departments.
• Demonstrated capacity to sell products/services within the financial services industry.
• Ability to schedule and complete tasks and duties without constant, direct supervision.
• Working knowledge of PC spreadsheet, word processing, and production software, i.e. Microsoft Office Products.
• This individual must demonstrate a history of excellent communication and customer service skills. Must have the ability to respond appropriately to customer inquiries in a fast-paced work environment while handling multiple tasks.
• Demonstrate aptitude for detail work and ability to effectively meet specific deadlines.
• This person must be able to respond under pressure, and be able to effectively deal with multiple priorities and schedules.
• Must have a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests.
• Must be able to work independently and be a self-starter.

BENEFITS: What is the benefit package for this role? Beneficial State Bank’s benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance.

• 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
• 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

You are welcome here at Beneficial State Bank. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, national origin, gender identity, disability or veteran status.