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VP, Business Development Officer of Treasury Management - Remote

Posted 4 days ago
Sales / Business
Full Time
CA, USA

Overview

The VP, Business Development Officer of Treasury Management is responsible for generating and supporting high-quality leads by engaging prospective clients regarding their banking deposit needs, aiming to build long-lasting relationships.

In Short

  • Engage in local market both remotely and in person to foster productive relationships for commercial deposits growth.
  • Develop relationships with qualified prospects and formulate strategic approaches for new commercial deposit relationships.
  • Align with partners to evolve strategy and deepen existing relationships.
  • Assist with relationship analysis and client proposal presentations.
  • Maintain thorough records of activities with each prospect.
  • Be proactive, persistent, and creative in approach.
  • Conduct relationship reviews to identify opportunities and assess TM products.
  • Update Retail Banking Employees and Commercial Lending Officers on deposit growth developments.
  • Complete a minimum of 10 hours of CRA volunteer hours per year.
  • Other duties as assigned.

Requirements

  • Bachelor’s degree preferred or 5+ years of related work experience.
  • Extensive B2B sales experience with small to medium-sized firms.
  • Strong knowledge in Cash Management products.
  • Effective problem-solving and strategic thinking skills.
  • Exceptional organizational and time management skills.
  • Strong business acumen and understanding of organizational goals.
  • Exceptional interpersonal skills and ability to collaborate.
  • Self-motivated and proactive in maintaining a healthy portfolio.
  • Ability to multi-task in a fast-paced environment.

Benefits

  • Equal employment opportunities without discrimination.
  • Compensable time for volunteer hours.
  • Potential for career advancement.
  • Supportive work environment.
  • Comprehensive training and development.
Poppy Bank logo

Poppy Bank

Poppy Bank is a financial institution dedicated to providing exceptional banking services tailored to the needs of businesses, particularly those with revenues ranging from $10 million to $100 million. The bank emphasizes building long-lasting relationships with clients through a deep understanding of their banking deposit needs and a commitment to delivering high-quality treasury management solutions. With a focus on compliance and a strong local presence, Poppy Bank aims to enhance efficiency, reduce risk, and lower costs for its clients while fostering a collaborative environment among its employees.

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