VP, Treasury Management, Cleveland jobs in United States
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Dollar Bank · 4 hours ago

VP, Treasury Management, Cleveland

Dollar Bank is seeking a proactive cash management sales professional for the position of Vice President of Treasury Management. In this role, you will self-source new client relationships and deliver treasury solutions to businesses, while developing and executing a strategic sales plan that aligns with the organization's goals.

BankingFinancial ServicesLendingVenture Capital

Responsibilities

Self-source and cultivate new client relationships through networking, referrals, and outreach
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
Act 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
Act as a liaison for the various assets divisions and Treasury Management Product 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

Qualification

Cash management servicesSales experienceClient relationship managementBanking systems knowledgeMS Office proficiencyJudgmentCommunication skillsIndependent work ability

Required

Bachelor's degree in related field required. Will consider commensurate experience
Seven (7) years of banking experience to include a thorough knowledge of cash management services, account analysis, and responding to Request for Proposals (RFPs) required
Must have a proven track record in sales, ideally within treasury management or financial services, with experience in self-sourcing new relationships
Must have strong communication skills, both oral and written
Ability to work independently and exercise good judgment
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
Proficient in MS Office
Knowledge of banking systems and branch operations
A valid driver's license and access to a reliable vehicle

Benefits

Medical
Dental
Vision
401(k) with immediate vesting
A generous Paid Time Off program
Tuition reimbursement
Wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes

Company

Dollar Bank

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Dollar Bank is a full service, regional bank providing banking services

Funding

Current Stage
Late Stage

Leadership Team

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Lisa Griffith
EVP/Chief Financial Officer
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Peter Kubiska
SVP | Chief Marketing Officer
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Company data provided by crunchbase