Verified Job
Accounting - Finance
Assistant Vice President Treasury Management
Accounting - Finance
#445242
Remote / WFH
Job Description
About the Company:
Join Our Team at Oak Bank! At Oak Bank, we redefine business banking with a personal touch. We believe every client deserves a partnership tailored to their unique needs. Our dedicated team is committed to driving client success through innovative, customized banking solutions. What sets us apart? It’s our people. When you join Oak Bank, you’ll collaborate with passionate bankers and financial experts focused on meaningful client relationships and enriching the communities we serve. Explore exciting career opportunities with Oak Bank and be part of a team that’s anything but ordinary!
About the Role:
The AVP-Treasury Management position is responsible for developing and managing their own portfolio of relationships focused on deposits by leveraging an in-depth knowledge of banking products, cross-selling and sales abilities, and a strong business client service philosophy. They partner within the business banking team to ensure deposit and cash management product expertise and personalized service delivery in support of client success.
Responsibilities:
• Contributes to the bank’s goals by proactively seeking out new business opportunities for high-value deposit centric relationships.
• Creates and implements plans for deposit growth, fee income strategy, and a high level of client satisfaction.
• Consults with and advises clients regarding treasury management products, solutions, and potential risks.
• Ensures a high touch, high level client experience and takes accountability for retaining client relationships.
• Works directly with clients and as part of the treasury management team supporting complex business deposit relationships, taking the lead in delivering services relating to receipts, payment, information/control, and liquidity and assistance with all cash management services.
• Directly assists a portfolio of clients in setting up and implementing treasury management services over the phone, in person and at the client’s place of business.
• Assists with analyzing and assessing potential treasury management services and solutions, along with associated risks.
• Assists Business Bankers on outside calls made in person or video conference.
• Conducts onsite client evaluations and annual reviews of treasury management services.
• Maintains a high degree of knowledge regarding business banking and cash management trends to provide clients with innovative products and services.
• Works collaboratively to ensure quality treasury management services for our clients, including defining procedures and executing projects.
• Maintains awareness of legal requirements and best practices, adhering to established bank policies and procedures to mitigate risks.
• Other activities as needed to drive toward our vision and fulfill our mission as a treasury management team and organization.
Qualifications:
• Bachelor’s degree in finance, business or a related field or equivalent work experience.
• Practical understanding of the deposit and treasury products and services used most frequently by small to medium sized businesses.
• A working understanding of deposit and treasury policies and processes is required.
• Excellent interpersonal and communication skills that are necessary for success in a business-to-business relationship sales setting.
• Ability to manage time, solve problems and oversee projects in support of client and team success.
• Demonstrated ability to multi-task and adapt to evolving technologies and workflows.
• Proficient with Microsoft Office programs.
• Valid driver’s license with an ability to travel locally to client sites.
• Certification as a Certified Treasury Professional (CTP) preferred.
• Certification as an Accredited ACH Professional (AAP) preferred.
• Able to collaborate as part of an overall team, supporting others throughout the bank to achieve goals and objectives.
Compensation & Benefits
• Competitive Wages - Commensurate with Skills/Experience
• Excellent Group Health Care
• Dental and Vision Insurance
• 401K and Company Paid Profit Sharing/Retirement Plans
• Cafeteria Plan to allow for more affordable child and health care expense planning
• Special Bank Services Discounts
• Professional Development Opportunities
Join Our Team at Oak Bank! At Oak Bank, we redefine business banking with a personal touch. We believe every client deserves a partnership tailored to their unique needs. Our dedicated team is committed to driving client success through innovative, customized banking solutions. What sets us apart? It’s our people. When you join Oak Bank, you’ll collaborate with passionate bankers and financial experts focused on meaningful client relationships and enriching the communities we serve. Explore exciting career opportunities with Oak Bank and be part of a team that’s anything but ordinary!
About the Role:
The AVP-Treasury Management position is responsible for developing and managing their own portfolio of relationships focused on deposits by leveraging an in-depth knowledge of banking products, cross-selling and sales abilities, and a strong business client service philosophy. They partner within the business banking team to ensure deposit and cash management product expertise and personalized service delivery in support of client success.
Responsibilities:
• Contributes to the bank’s goals by proactively seeking out new business opportunities for high-value deposit centric relationships.
• Creates and implements plans for deposit growth, fee income strategy, and a high level of client satisfaction.
• Consults with and advises clients regarding treasury management products, solutions, and potential risks.
• Ensures a high touch, high level client experience and takes accountability for retaining client relationships.
• Works directly with clients and as part of the treasury management team supporting complex business deposit relationships, taking the lead in delivering services relating to receipts, payment, information/control, and liquidity and assistance with all cash management services.
• Directly assists a portfolio of clients in setting up and implementing treasury management services over the phone, in person and at the client’s place of business.
• Assists with analyzing and assessing potential treasury management services and solutions, along with associated risks.
• Assists Business Bankers on outside calls made in person or video conference.
• Conducts onsite client evaluations and annual reviews of treasury management services.
• Maintains a high degree of knowledge regarding business banking and cash management trends to provide clients with innovative products and services.
• Works collaboratively to ensure quality treasury management services for our clients, including defining procedures and executing projects.
• Maintains awareness of legal requirements and best practices, adhering to established bank policies and procedures to mitigate risks.
• Other activities as needed to drive toward our vision and fulfill our mission as a treasury management team and organization.
Qualifications:
• Bachelor’s degree in finance, business or a related field or equivalent work experience.
• Practical understanding of the deposit and treasury products and services used most frequently by small to medium sized businesses.
• A working understanding of deposit and treasury policies and processes is required.
• Excellent interpersonal and communication skills that are necessary for success in a business-to-business relationship sales setting.
• Ability to manage time, solve problems and oversee projects in support of client and team success.
• Demonstrated ability to multi-task and adapt to evolving technologies and workflows.
• Proficient with Microsoft Office programs.
• Valid driver’s license with an ability to travel locally to client sites.
• Certification as a Certified Treasury Professional (CTP) preferred.
• Certification as an Accredited ACH Professional (AAP) preferred.
• Able to collaborate as part of an overall team, supporting others throughout the bank to achieve goals and objectives.
Compensation & Benefits
• Competitive Wages - Commensurate with Skills/Experience
• Excellent Group Health Care
• Dental and Vision Insurance
• 401K and Company Paid Profit Sharing/Retirement Plans
• Cafeteria Plan to allow for more affordable child and health care expense planning
• Special Bank Services Discounts
• Professional Development Opportunities
