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KEMBA Financial Credit Union · 2 months ago

Vice President of Commercial Services

Columbus, OH

Full-time

Onsite

Mid, Senior Level

$170K/yr - $190K/yr

7+ years exp

KEMBA Financial Credit Union is seeking a Vice President of Commercial Services to lead the Commercial Business and Treasury Management sales strategies. This role is responsible for developing and executing growth strategies, overseeing the Commercial Services team, and ensuring high-quality service delivery to business members.

BankingFinanceFinancial ServicesNon Profit

Growth Opportunities

Responsibilities

Oversees the strategic direction, development, and execution of the organization’s treasury management program and services to enhance the member experience through innovative treasury solutions

Responsible for the conceptualization and implementation of Commercial Services growth sales strategies, initiatives, and programs for both lending and deposit/revenue solutions

In partnership with the Branch Director, develops, implements and continuously improves a plan to grow small business membership and initiate small business lending activities through branch associates

Provides initial review of new lending opportunities to determine viability and next steps to ensure both quality loan production, relationship deepening, and a great member experience

Develops and implements commercial and TM sales team related policies, procedures, risk controls and tools and resources

Develops and executes strategic sales plans to achieve individual and team revenue goals; Prepares proposals, pricing models, and RFP responses; Maintains a robust pipeline of opportunities and track progress

Serves as a subject matter expert on commercial loan/deposit and treasury products including ACH, wire transfers, remote deposit capture, fraud prevention tools, and liquidity management

Provides oversight responsibility for Treasury management services provider, ensuring service level agreements (SLAs) are met, and resolving performance issues to maintain high-quality service delivery; Negotiate and oversee contracts with suppliers, ensuring compliance with company policies, cost-effectiveness, and alignment with organizational goals

Develops, implements, measures and continuously improves membership initiatives and strategies to attract new business members and commercial loans and deposits

Manages required reporting and supports the coordination of annual relationship reviews

Seeks out and attends various community and membership-based events to provide visibility for the credit union and cultivate a strong COI network; Performs public presentations that support the organization’s community and civic objectives

Manages the department's budget, including forecasting, monitoring expenses, and ensuring financial targets are met; Develops and implements budget plans to optimize resource allocation and financial performance

Gathers and analyzes member feedback to continuously improve services and member satisfaction; Develop and implement strategies to enhance member experience and address needs effectively

Oversees the commercial services team by interviewing, hiring, and training new team members, as well as developing credit union associate coaching sessions, monitoring productivity and tactical execution, and conducting written performance reviews. Provide guidance and direction to the team in developing and assigning priorities as well as monitoring the status of special projects on an ongoing basis

Assist in other areas as directed by Credit Union management

Develop an understanding of credit union history, philosophy, organization, policies, and operational procedures

On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs

Must be able to relate to other people beyond giving and receiving instructions:

Work well with partners and peers

Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others

Respond appropriately to constructive feedback from a supervisor

Qualification

Commercial Business DevelopmentTreasury ManagementPortfolio ManagementLeadership ExperienceProject PlanningCertified Treasury ProfessionalAccredited ACH ProfessionalCommunication SkillsInterpersonal AbilitiesNegotiation Skills

Required

Bachelor's degree in business, finance, related field or equivalent education and experience

Seven to ten years of related progressive experience in Commercial Business Development and sales, Portfolio Management (including workout) or Treasury Management preferably in a financial services environment

Minimum five years' proven leadership experience managing large teams and complex programs; Strategic management of sales or Business Development Department

Strong project / program planning and execution experience

Ability to work in a fast-paced, results-driven environment

Excellent verbal and written communication skills and interpersonal abilities

Preferred

Formal Commercial Credit Training preferred

Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) designation preferred at time of hire or required within 12 – 18 months of hire