Apply on Employer Site

Beneficial State Bank · 1 day ago

Client and Treasury Manager

Los Angeles, CA

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

Beneficial State Bank is a B-Corp bank committed to transforming the banking industry and promoting sustainable prosperity. They are seeking a VP, Client & Treasury Manager to develop and analyze commercial deposit and treasury management business, expand existing relationships, and provide exceptional service to clients.

Banking

Responsibilities

Establishes, builds and maintains professional banking relationships with clients/prospects who utilize depository/cash management services; calls on commercial, small business, non-profit organizations, and high net worth individuals to develop new relationships

Facilitate the development of profitable and quality, mission aligned relationships throughout the Bank including referrals to other business units

Work directly with the Director of Client and Treasury Management, other leadership members and/or other personnel in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy

Ensures that sales growth and exceptional service is in place

Provides consultative services to the client to ensure the client is aware of the benefits of the treasury management services being recommended

Develops and executes sales presentations for customers/prospects including cost/benefit analyses; service and fee comparisons and written proposals

Makes joint calls, when appropriate, with commercial / small business lenders, branch managers and team members to provide coaching and guidance to assist in acquiring new business and/or closing the deal

Works closely with other team members within the bank to identify new business opportunities

Has a basic knowledge of the overall array of bank services available for both consumer and commercial clients, and cross-sells those services as needed by the client

Provides annual Treasury Management reviews and site visits for clients to identify changes that need to be made to their services and inform the client of new services available

Provides ongoing Treasury Management training for other bankers to ensure the team is aware of the Treasury Management services available and as new products are being developed and rolled out in each market

Completes entire package necessary for support staff to set up, open and fund new relationships properly

Attends trade shows, conferences and networking events to ensure the bank’s services are being marketed appropriately in the markets we serve

Tracks all sales-related activities in the bank’s Client Relationship Management system, including sales pipeline and client/prospect calls

Entertains clients at networking events, lunches, dinners or other planned events as needed, which may require early morning or evening attendance

Participates in an annual incentive plan measuring new business eligible per plan document

Monitors and manages expenses on an ongoing basis, and prepares monthly expense reports for management

Practice and lead in a client service excellence standard policy for entire organization

Investigating and solving clients’ problems, which may be complex or long-standing problems that have been passed on by customer service assistants

Analyzing statistics or other data to determine the level of client service the organization is providing

Developing feedback or complaints procedures for clients to use

Developing client service procedures, policies and standards for the organization or department

Meeting with other managers/ staff/ department to discuss possible improvements to client service

Training staff to deliver a high standard of client service

Lead or participate in treasury management product innovation and strategic planning

Recommends improvements in existing products or product mix to ensure the bank remains competitive and clients are appropriately serviced

Mentor other officers within the Beneficial family footprint on expertise of deposit and treasury management product mix

Become a leader in respective community charged with driving brand, mission and values

Qualification

Deposit management knowledgeTreasury management knowledgeSales strategy developmentCommercial lending experienceCustomer relationship managementCommunicationMentoring skillsProblem-solvingTime managementCollaboration

Required

Bachelor's degree required and/or have minimum 8 years of experience demonstrated to be applicable to job requirements

Extensive and in-depth knowledge of product delivery systems

Comprehensive and practical knowledge of banking, operations and cash management products

Excellent interpersonal, verbal and written communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations

Mentoring skills to train and guide less experienced team members and other banking departments

Demonstrated capacity to sell products/services within the financial services industry

Ability to schedule and complete tasks and duties without constant, direct supervision

Working knowledge of PC spreadsheet, word processing, and production software. i.e. Microsoft Office Products

This individual must demonstrate a history of excellent communication and customer service skills. Must have the ability to respond appropriately to customer inquiries in a fast-paced work environment while handling multiple tasks

Demonstrate aptitude for detail work and ability to effectively meet specific deadlines

This person must be able to respond under pressure, and be able to effectively deal with multiple priorities and schedules

Must have a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests

Must be able to work independently and be a self-starter