VP, Business Development Officer of Treasury Management

Poppy; San Jose (CA); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Poppy Bank is seeking a VP, BDO of Treasury Management to drive high-quality lead generation and client dialogue focused on business deposits of 10MM to 100MM. You will work with the SVP and Head of Branch Banking, collaborating with Treasury Services to onboard clients efficiently.

You will cultivate relationships in the local market, engaging both in person and remotely, while ensuring compliance with all policies and regulations.

Qualifications

• Bachelor’s degree preferred or 5 years or more of related work experience.
• Extensive B2B sales experience with small to medium-size firms.
• Strong working knowledge in Cash Management products and services.
• Effective problem solving, critical and strategic thinking skills, and attention to detail.
• Exceptional organizational and time management skills with proven ability to prioritize and manage workload.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Engages in the local market, both remotely and in person to build productive relationships that support commercial deposits growth.
• Develop relationships with qualified prospects and formulate a strategic approach to win new commercial deposits of 10MM to 100MM.
• Align with partners to deepen existing relationships and maximize deposit balances.
• Assist with relationship analysis and client proposals, and streamline onboarding with Treasury Management.
• Maintain thorough records of activities to ensure fluid communication across touch points.
• Stay proactive and tenacious in pursuing opportunities; operate in both remote and in-person settings.
• Provide updates on TM product strengths to stakeholders via meetings and emails.

Skills

B2B sales

Relationship building

Communication

Problem solving

Time management

Interpersonal skills

Self-motivated

Education

Bachelor’s degree or 5+ years experience

Job description

Description

This position is responsible for generating and supporting high-quality leads by engaging prospective clients in a meaningful dialogue about their banking deposit needs, and identifying opportunities to create mutually beneficial, long-lasting relationships with focus on business ranging generally between 10MM to 100MM in revenue. The VP, BDO of Treasury Management will have direct support from SVP, Head of Branch Banking, and will work closely with the Treasury Services Department to ensure a seamless onboarding experience. The Treasury Management Team delivers extensive industry knowledge, local expertise, and competitive capabilities to clients. The incumbent will be exposed to a partnership that enables greater efficiency, eliminates unnecessary risk, and reduces costs for clients.

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Essential Duties and Responsibilities:

• Engages in the local market, both remotely and in person to ensure tenacious, productive relationships that support commercial deposits growth
• Develop relationships with qualified prospects with optimal point of contact and formulate a strategic approach to win new commercial deposit relationship with targeted range of 10MM to 100MM in sales
• Align closely with partners to evolve strategy as needed to deepen existing relationships and maximize deposit balances
• Assist with the relationship analysis, and construction of presentation material for client proposals, collaborate with Treasury Management to streamline the onboarding process
• Maintain thorough records of activities with each prospect to ensure fluidity of communication with multiple touch points across the bank
• Be proactive, persistent, creative, tenacious and nimble
• Highly adept at establishing and maintaining relationships in both remote and in person environments
• Engage in relationship reviews to identify opportunities, effectively assess TM product and service, and stay up to date on current and emerging commercial banking and treasury management strengths
• Regularly update Retail Banking Employees and Commercial Lending Officers on critical developments impacting Commercial Deposit Growth through monthly team meetings, and e-mails
• Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
• Other duties as assigned

Supervisory Responsibilities:

None

Qualifications:

• Bachelor’s degree preferred or 5 years or more of related work experience
• Extensive B2B sales experience with small to medium-size firms
• Strong working knowledge in Cash Management products and services
• Effective problem solving, critical and strategic thinking skills, and attention to detail
• Exceptional organizational and time management skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines and goals
• Strong overall business acumen with an ability to understand the direction, priorities, and goals of the organization
• Exceptional interpersonal skills; presents a positive and professional image, effectively collaborates with diverse teams and is successful at achieving results
• Must be self-motivated, and proactive to grow and maintain a consistent healthy portfolioAbility to multi-task in a fast-paced environment

Physical/Mental Demands & Work Environment:

The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.

Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.

Requirements

See qualifications above.

Poppy Bank is proud to offer a competitive compensation and benefits package. The pay range is intended as a general guideline, with individual compensation determined based on a variety of factors, including relevant experience, education and training, internal equity, geographic location, and other business considerations.

Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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