VP, Treasury Management

Enterprise Bank and Trust

Santa Fe (NM)

On-site

USD 90,000 - 120,000

Full time

8 days ago
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Job summary

Enterprise Bank & Trust seeks a VP of Treasury Management to develop new business, support bank prospects and clients, and cross-sell Treasury Management products. You will collaborate with Relationship Managers and officers to identify client needs and present treasury solutions, while expanding referral sources for new business.

The role focuses on driving treasury fee income, managing a portfolio of commercial clients, and leading client reviews and trainings as needed.

Qualifications

  • Detailed knowledge of Treasury Management products and services.
  • Ability to build relationships with prospects, clients and internal associates.
  • Excellent verbal and written communication skills.
  • Strong analytical skills.
  • Ability to multitask while following through the sales cycle from proposal to implementation.

Responsibilities

  • Develop new deposit business and drive treasury fee income for the bank through contacts, professional groups and networking.
  • Work with Relationship Managers to bring in new business through team-based calling. Develop and present written treasury proposals.
  • Identify products and solutions, present these solutions and cross-sell whenever necessary.
  • Conduct periodic reviews with all top treasury management clients.
  • Perform training for new and existing customers.
  • Accepts and completes projects and other miscellaneous duties as assigned.
  • Manage and service a portfolio of commercial clients.
  • Attend networking events, regional meetings, board meetings, etc. as needed.

Skills

Treasury knowledge
Relationship building
Verbal and written communication
Analytical skills
Sales cycle management

Education

Bachelor’s degree

Tools

Microsoft Word
Excel
PowerPoint
Bankway
Salesforce
Google Mail

Job description

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, there’s no stopping you!

Job Title

VP, Treasury Management

Job Description

Summary:

Develop new business and provide support to bank prospects and clients. Make calls with RM's and business banking officers to identify client needs and recommend solutions. Develop referral sources for leads to new business. Cross-sell Treasury Management and other Enterprise products/services to existing clients in a consultative fashion.

Essential Duties and Responsibilities
  • Develop new deposit business and drive treasury fee income for the bank through contacts, professional groups and networking.
  • Work with Relationship Managers to bring in new business through team-based calling. Develop and present written treasury proposals.
  • Identify products and solutions, present these solutions and cross-sell whenever necessary.
  • Conduct periodic reviews with all top treasury management clients.
  • Perform training for new and existing customers.
  • Accepts and completes projects and other miscellaneous duties as assigned.
  • Manage and service a portfolio of commercial clients.
  • Attend networking events, regional meetings, board meetings, etc. as needed.
Qualifications
  • Detailed knowledge of Treasury Management products and services.
  • Ability to build relationships with prospects, clients and internal associates.
  • Excellent verbal and written communication skills.
  • Strong analytical skills.
  • Ability to multitask while following through the sales cycle from proposal to implementation.
Supervisory Responsibilities
  • None
Education and/or Experience
  • Bachelor’s degree from four-year college or university; sevenplus years of treasury management sales or related experience.
Computer and Software Skills
  • Microsoft Word, Excel and PowerPoint
  • Bankway
  • Salesforce
  • Google Mail
Certificates, Licenses and Registrations
  • CTP preferred
Equal Opportunity Statement

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at.

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law.

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