Team Leader, Client and Treasury Management Full Time NEW

Who we are: Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system – a system that drives inclusive prosperity to benefit people and the planet. #BCorp #WeAreBCorps

Join our team: If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application.

Title

VP

Flsa

JOB CODE:

Exempt

Salary Grade

11

Category

Full-time

Union Representation

NA

Schedule

LOCATION:

Monday-Friday

Hybrid

Supervisory Role y

REVISION DATE:

Y

2/2025

Position Overview

The position of VP, Team Leader, Client & Treasury Management is responsible for the management, development, and analysis of new commercial business, including small business and non-profit organizations, deposit and treasury management business; the expansion of existing relationships; and servicing customers. The Team Leader will be a player and coach, managing respective geographic teams within the overall group. This incumbent develops and presents sales proposals, acts as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues; and, supports a team approach to complex customer relationships to ensure all needs are addressed; monitors market condition/trends so the Bank will remain competitive in local market. Acts as a BSB representative or leader in the community and promotes the Bank’s mission in the communities served.

Essential Duties

• Manages, coaches and mentors a team of commercial sales and support professionals that focuses on development, onboarding, and servicing of commercial clients while a leader and team player with other business lines and support departments.
• Establishes, builds, and maintains professional banking relationships with clients/prospects who utilize depository/cash management services in addition to lending and credit card opportunities; calls on commercial, small business, non-profit organizations, and high net worth individuals to develop new relationships.
• Facilitates the development of profitable and quality, mission aligned relationships throughout the Bank including referrals to other business units.
• Works directly with the Director of Client and Community Partnerships, other member of leadership and/or other personnel in the development of a sales strategy for the respective geographic area of responsibility and ensures that strategy is executed effectively.
• Ensures that sales growth and exceptional service is in place.
• Provides consultative services to clients to ensure awareness of the benefits of the recommended treasury management services.
• 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 or other team members to provide coaching and guidance to assist in acquiring new business and/or closing deals.
• Works closely with other team members within the Bank to identify new business opportunities.
• Maintains 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.
• Manages the process and provides annual Treasury Management reviews and site visits for clients to identify possible changes to their services and provide updates on new services.
• Provides ongoing Treasury Management training for other bankers to ensure awareness of available Treasury Management services 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.
• Oversees direct reports including day-to-day performance, recruitment, coaching, mentoring and coordinates with fellow commercial team leaders and other peers within Bank.

Client Service Excellence

• Focuses on ensuring client service excellence standards are adhered to within their team and across the organization.
• Investigates and solves client issues, which may be complex or long-standing and escalated by customer service team.
• Analyzes statistics or other data to identify and track the level of client service provided by team.
• Develops feedback or complaints procedures for client use.
• Develops client service procedures, policies and standards for the department or Bank.
• Meets with other internal stakeholders to discuss possible improvements to client service.
• Trains staff to deliver a high standard of client service.

Leadership Opportunities

• Leads or participates in treasury management product innovation, client team approaches for all products and services and strategic planning.
• Recommends improvements to existing products or product mix to ensure the Bank remains competitive and clients are appropriately serviced.
• Shares knowledge with other officers of the Bank of deposit and treasury management product mix.
• Acts as a respected leader in the community charged with driving brand, mission and values.

Other

• Comply with all requirements, policies and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position. Additionally, required to complete all required compliance and regulatory training, not limited to BSA. Managers are responsible to ensure staff/departmental attendance.
• Completes mandatory compliance training in accordance with established deadlines.

The position performs duties specific to the position and other functions as assigned.

ROLE COMPETENCIES

• Customer support
• Time Management
• Task Management
• Initiative
• Prioritization
• Collaboration
• Effective communication
• Systems thinking
• Innovative mindset
• Attention to detail
• Advanced Problem-Solving
• Adaptability

ENVIRONMENT, PHYSICAL & MENTAL ACTIVITIES

The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc. Work may also be performed at home depending on the requirements. Employee is required to have an environment when working at home that has a high-speed internet connection and environment conducive to frequent phone or internet calls.

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.

The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position Requirements

Minimum Qualifications

• Bachelor’s degree required or a minimum of 8 years of demonstrated experience relevant to the job requirements.
• Extensive knowledge of product delivery systems.
• Comprehensive and practical knowledge of banking, operations, and treasury management products.
• Excellent interpersonal, verbal, and written communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations to a diverse audience.
• Prior experience mentoring training and guiding less experienced team members and other banking departments.
• Demonstrated experience selling products/services within the financial services industry.
• Ability to participate in events occurring outside normal business hours.
• Ability to work independently and complete projects and tasks on time.
• Monitors and manages expenses on an ongoing basis and prepares monthly expense reports for management.
• Attends networking events, lunches, dinners, or other planned events and hosts clients as needed
• Excellent customer service skills
• Strong organization & time management skills
• Team-oriented, approachable and work well with others
• Possess strong oral and written communication skills
• Strong math and problem-solving skills
• Proficient in use of Microsoft Office applications.

Preferred Qualifications

• Prior management experience preferred.

Management reserves the right to change this position description at any time according to business needs.

Compensation

The posted pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role but may include ranges from the different geographies where this position may be based. New employees’ starting pay is usually from the start of the range to approximately 25% of the max, more qualified and/or experienced employees may start near the middle of the range for their geography. We may ultimately pay more or less than this range.

Compensation for our organization is based on factors that include the role, required knowledge, skills, abilities and competencies, and candidates’ relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Our pay ranges are based on national living wage indexes, such as MIT’s living wage index, to enable us to pay our employees beyond what are standard practices for many employers, and also take into account geographically-specific recent compensation market survey data for each position.

Benefits

Beneficial State Bank’s benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance.

Our Benefit Package Includes

• Medical / Dental / Vision / Basic Life / STD / LTD
• Vacation Days: 2-4 weeks depending on role
• Sick Days: 12 days per year
• Holidays: 11 days per year
• 401(K) / ROTH / FSA / HSA / EAP
• Education and Adoption Assistance
• Bank-Wide Annual Discretionary Bonus Program
• Production-based incentive program available for some roles.
• Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations
• Paid Sabbatical Program after 5 years of service
• Pet Benefits

For detailed information about our benefits, please visit http://www.beneficialstatebank.com/about-us/careers

You are welcome here at Beneficial State Bank. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, national origin, gender identity, disability or veteran status.