VP, Client and Treasury Manager

VP, Client & Treasury Manager

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, acts as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues;

supports a team approach to complex customer relationships to ensure all needs are addressed; monitors market condition/trends so the Bank will remain competitive in local market. This role is also a BSB representative or leader in the community and promotes the bank's mission in the communities served.

Client Service Excellence:

• Practice and lead in a client service excellence standard policy for entire organization;
• Investigating and solving clients' problems, which may be complex or long-standing problems that have been passed on by customer service assistants;
• Analyzing statistics or other data to determine the level of client service the organization is providing;
• Developing feedback or complaints procedures for clients to use;
• Developing client service procedures, policies and standards for the organization or department;
• Meeting with other managers/ staff/ department to discuss possible improvements to client service;
• Training staff to deliver a high standard of client service;

Leadership Opportunities:

• Lead or participate 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
• Mentor other officers within the Beneficial family footprint on expertise of deposit and treasury management product mix.
• Become a leader in respective community charged with driving brand, mission and values.

Role

Competencies:

Customer support, Time Management, Task Management, Initiative, Prioritization, Effective communication, Innovative mindset, Attention to detail, Advanced Problem-Solving, Adaptability, Collaboration

Environment, Physical & Mental

Activities:

The incumbent is in a non-confined office-type setting in which they are free to move about  may include some minor annoyances such as noise, odors, drafts, etc. Work may also be performed at home depending on the requirements. Employee is required to have an environment when working at home that has a high-speed internet connection and environment conducive to frequent phone or internet calls.

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.

The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum 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…