Senior Vice President, Banking

12 hours ago


New York, New York, United States Carver Federal Savings Bank Full time
1st Vice President- Private and Institutional Banking Relationship Manager

Company Summary: Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $750 million in assets and 110 employees. The Bank was chartered in 1948 to address the banking needs of middle income and underserved communities in New York City. Carver operates seven full-service branches in the New York City boroughs of Brooklyn, Queens, and Manhattan. The Bank provides commercial real estate and small business loans and a range of complementary bank products and services.

Position Summary: The Private and Institutional Banking Relationship Manager is responsible for leading, managing and growing the Bank's Institutional and Private Banking network; with established goals and implementation of strategies to achieve growth, profit and best-in-class customer experience. This role is directly responsible for sales planning, business development and relationship management for institutional and private banking customers. The position is responsible for the direct oversight of the Cash Management Product Specialist.


Essential Duties and Responsibilities:

•Acquire, advise, and retain a portfolio of Institutional and Private Banking clients, working with the broader Lending teams and Retail branch team to ensure achievement of the business performance measures and plan.

•Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with THE bank's services/product offerings.

•Set and implement a business development plan for the line of business, and drive opportunity pipeline with strategic technology, consulting and ensure it's in line with the Caver's strategic direction.

•With senior management, set sales targets for the segment.

•Directly oversee the Cash Management Account support staff.

•Coordinate and liaise activities with other Retail Banking, Portfolio Management and Lending divisions to provide support and cross selling opportunities between the functions/ departments.

•Work with senior management and strategic partners to market services specifically targeted at institutional clients, including the Empowering Change Program.

•Align functional activities and initiatives with the objectives and mission of the Bank.

•Maintain client activities logs, prepare and review reports and submit periodic MIS reports to senior management regarding Products and Marketing Analytics and the unit's performance.

•Maintain continuous compliance with the policies, procedures, prevailing practices and regulations pertaining to deposit gathering activities and services promulgated by the respective regulators.

•Maintain highest standards of professional conduct, ethics, and integrity in the provision of activities in the function.

•Coordinate with the Department Head Segments, Products and Marketing Analytics to provide timely and accurate information to the external and internal auditors.

•Collaborate with senior management and Marketing Department in implementation of creative, strategic marketing campaigns.

•Provide regular reporting to senior management on key metrics related to business growth, sales activities, pipeline and customer retention strategy for institutional and private banking line of business.

•Grow the business by identifying new sales and business development opportunities which includes,expanding opportunities with lending customers, BAW (bank at work), and cash management sales.

Supervisory Duties:

• Supervise Cash Management Product Specialist.

Background and Experience:

• Minimum of 10 years of experience in banking, with a minimum of 5 specific to coordinating and/or managing business development responsibilities.

• Knowledge of ACH, online banking, CDARs, sweep accounts and other cash management services.

• B.A. / B.S. preferred.

• Ability to motivate and influence others.

• Excellent verbal and written communication skills.

• Strong problem-solving skills.

• Strong organizational skills.

• Self-starter and results oriented.

• Knowledge of Microsoft Excel, Word and Outlook.

• Ability to work with a CRM system

• Ability to work independently.

• Thorough knowledge of banking products and services.

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