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VP, Treasury Management
Cleveland, OH
Job Description
The Vice President of Treasury Management will be responsible for selling treasury management services to businesses and government entities. These transactions are more complex in structure than standard services. Most sales activities will be conducted in-person at the client/prospect's business. Incumbent must have a thorough understanding of the dynamics of the banking/finance environment as well as a focused strategy that supports a client needs based sales process. This is critical to grow the portfolio and provide a level of client service that exceeds client expectations.
Qualifications:
*Bachelor's degree in related field required. Will consider commensurate experience.
*Minimum of seven (7) years banking experience to include a thorough knowledge of cash management services, account analysis, and responding to Request for Proposals (RFPs).
*Ability to focus on the client/prospect; uncover and meet underlying needs, follow through on questions, requests, and concerns; approaches each interaction as an opportunity.
*Must have excellent interpersonal skills and the ability to be a team leader as well as a collaborator in a professional team setting.
*Proficiency in computer skills including Microsoft Office.
*A valid driver's license and access to a reliable vehicle.
Principal Activities and Duties:
*Engage in business development efforts that include enhancing existing relationships and developing new relationships primarily through in-person visits. (Clients and prospects will be larger and more sophisticated than those normally associated with the branch network).
*Develop and manage internal partnerships with internal customers: Corporate Banking, Commercial Real Estate, Private Banking and Business Banking to assist them with calling efforts and sell treasury management services to borrowing clients of the Bank.
*Function as a reference for internal/partner inquiries about the Bank's treasury management services without reliance on Product Management for information.
*Cultivate and develop relationships with referral sources regarding Dollar Bank's philosophy and our team approach to relationship building.
*Function as a liaison for the various asset divisions and the Treasury Management Product Team for training and new product development needs.
*Respond to and resolve client inquiries and issues with the help of the Treasury Management Team.
*Ability to effectively lead a meeting and/or project assignment.
Note:
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Qualifications:
*Bachelor's degree in related field required. Will consider commensurate experience.
*Minimum of seven (7) years banking experience to include a thorough knowledge of cash management services, account analysis, and responding to Request for Proposals (RFPs).
*Ability to focus on the client/prospect; uncover and meet underlying needs, follow through on questions, requests, and concerns; approaches each interaction as an opportunity.
*Must have excellent interpersonal skills and the ability to be a team leader as well as a collaborator in a professional team setting.
*Proficiency in computer skills including Microsoft Office.
*A valid driver's license and access to a reliable vehicle.
Principal Activities and Duties:
*Engage in business development efforts that include enhancing existing relationships and developing new relationships primarily through in-person visits. (Clients and prospects will be larger and more sophisticated than those normally associated with the branch network).
*Develop and manage internal partnerships with internal customers: Corporate Banking, Commercial Real Estate, Private Banking and Business Banking to assist them with calling efforts and sell treasury management services to borrowing clients of the Bank.
*Function as a reference for internal/partner inquiries about the Bank's treasury management services without reliance on Product Management for information.
*Cultivate and develop relationships with referral sources regarding Dollar Bank's philosophy and our team approach to relationship building.
*Function as a liaison for the various asset divisions and the Treasury Management Product Team for training and new product development needs.
*Respond to and resolve client inquiries and issues with the help of the Treasury Management Team.
*Ability to effectively lead a meeting and/or project assignment.
Note:
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
7 years
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