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Tri City National Bank · 3 days ago

Vice President - Director of Product and Sales

Oak Creek, WI

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Tri City National Bank is your hometown bank focused on customer service and community growth. The Vice President | Director of Product & Sales will develop marketing and sales strategies, execute product strategies, and work closely with various departments to align product offerings with customer needs and market demands.

BankingFinancial Services

Responsibilities

Build and manage strong customer relationships to increase profitability and support the Bank’s growth, with a focus on core deposit growth

Develop and execute a multi-line sales strategy aligned with the Bank’s vision and business objectives

Provide strategic input as a member of the senior leadership team on corporate planning, growth initiatives, and market expansion

Coordinate across departments to deliver holistic financial solutions tailored to client needs

Foster a culture of long-term strategic thinking, collaboration, and performance excellence to drive sales and profitability

Use customer and market data to develop actionable strategies and initiatives that drive sales

Design and implement comprehensive sales management processes, including lead generation, pipeline management, joint calls and referrals, opportunity identification and qualification, and customer saturation

Develop a unified sales structure between Lending and Deposit teams to optimize opportunities and standardize performance measurement and recognition

Collaborate with all sales divisions by setting clear goals, KPIs, and accountability for each business line

Implement relationship banking strategies to promote cross-selling and deepen customer engagement

Integrate role with sales efforts for Retail Banking branch network, deposits, consumer lending, and household relationship growth

Integrate role with sales efforts for Mortgage Lending purchase and refinance originations, secondary market sales, and portfolio retention

Integrate role with sales efforts for Commercial Banking CRE and SBA lending, deposits, and fee-based growth

Integrate role with sales efforts for Treasury Management & Merchant Services business banking products, payments, and treasury solutions

Integrate role with sales efforts for Investment Services investment offerings, retirement planning, and wealth management referrals

Partner with Marketing to design & build targeted campaigns, bundles, product launches, and branding efforts that drive qualified leads and product adoption

Leverage reporting, predictive analytics, and CRM tools to identify opportunities, track pipeline performance, and report sales activity

Collaborate with Finance on pricing strategies, profitability analysis, incentive plan design, and forecasting

Oversee the creation of sales training programs, coaching frameworks, and talent development initiatives to strengthen sales effectiveness

Align product strategy with overall business objectives by collaborating closely with Marketing, Data & Analytics, Finance, and Sales Training

Drive the development, launch, and continuous improvement of products that address customer needs and support growth

Implement clear processes for product planning, resource allocation, and cross-functional project execution

Use market insights and customer feedback to guide product innovation and maintain a strong competitive position

Achievement of annual sales goals across all business lines including growth in core deposits, loan portfolio, and fee income

Increased cross-sell ratio and product penetration per relationship including new household acquisition

Improved profitability per relationship through coordinated sales efforts

Enhanced sales culture as demonstrated by measurable gains in employee engagement and productivity

Qualification

Strategic LeadershipSales Strategy DevelopmentProduct StrategyData-Driven Decision MakingFinancial Products KnowledgeCustomer Relationship ManagementCollaborationTeam LeadershipCommunication Skills