VP, Deposit & Treasury Relationship Manager

Mission Valley Bank Burbank , CA 91506

Posted 6 days ago

Are you seeking a fun, collaborative and dynamic environment where your contributions as a VP, Deposit & Treasury Relationship Manager will be recognized? If the answer is yes, apply to become a member of Mission Valley Bank's valued, talented and proven team, dedicated to service excellence.

Our VP, Deposit & Treasury Relationship Manager (Burbank, CA) are professional, friendly, provide excellent customer service, and possess excellent communication skills. You must love people to identify and offer new bank products and services, be detail oriented and accurate with counting and balancing. You must love people and numbers to provide high-level client service support to internal and external client inquiries.

What Will Be Your Key Accountabilities?

  • Cultivate new business opportunities with retail, middle market enterprises, and non-profit organizations.

  • Engage actively in community initiatives to enhance the bank's presence.

  • Assist Commercial Relationship Managers in promoting Deposit and Treasury Management sales.

  • Manage the assigned deposit portfolio.

  • Generated Deposit and Treasury Management sales

  • Assist the Commercial RMs with their deposit goals.

  • Focus new business development sales efforts on Middle Market companies, small businesses, municipalities, and non-profits, who have no to low lending needs but high balances of deposits.

  • Build and maintain a network of COIs and an established book of business within target market.

  • Active community involvement is required for growing visibility of the Bank.

  • Gain a solid understanding of deposit needs of prospects and ability to provide solutions to meet those needs.

  • Create, execute, and achieve strategic plan to meet deposit goals.

  • Embrace MVB's core values ACCEPT, show respect for cultural differences; promote working environment free of harassment of any type; support a diverse workforce and affirmative action.

  • Maintain up to date knowledge and may train others on deposit products, services, departmental systems, and related technology, policies and procedures.

  • Bring any suspicious activity to the attention of a supervisor, or the Bank Secrecy Act Officer.

  • Follow all Bank policies and procedures to ensure compliance with all laws and regulations.

Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.

This is not a supervisory position.

What Are We All Doing?

  • Embrace MVB's core values ACCEPT, show respect for cultural differences; promote working environment free of harassment of any type.

  • Support a diverse workforce and affirmative action.

  • Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.

  • Bring any suspicious activity to the attention of a supervisor, or the BSA Officer.

  • Follow all Bank policies and procedures to ensure compliance with all laws and regulations.

  • Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.

What Do You Bring to the Team?

A list of job experiences and qualification requirements are great, but what is most important to us is humility, vulnerability, transparency, a performance-driven attitude, and a team-player approach. Additionally, you will bring:

  • .......

What Do We Have For You?

  • Medical, dental, vision and life insurance eligibly the first day of the month following employment.

  • Several discount programs, Employee Assistant Program (EAP), several voluntary plans, Flexible Spending, Health Savings Account and more

  • 401(k) pre-tax with matching contribution and Roth 401(k)

  • Free checking and savings accounts

  • Monthly stipend for cell phone expenses

  • Flexible work schedule

  • Beyond holidays, vacation and sick pay. Adoption assistance and leave options for medical, personal or family reasons including jury duty and military leave

  • Recognition programs, monetary rewards for new team members and more

Education And/Or Experience

  • Possess a bachelor's degree and at least 6 years of sales experience in the banking sector.

  • Demonstrated track record of achievement in treasury sales, cash management, or fostering commercial relationships, coupled with a comprehensive grasp of deposit products and banking practices.

  • Maintain an established client portfolio.

  • Minimum of 10 years of experience in banking operations with knowledge banking regulations required.

  • A minimum of 3 years of customer service experience working for a bank.

  • Basic knowledge of Treasury Management products.

  • Strong general banking experience to include client service issues and overall bank operations.

  • Complete knowledge and understanding of bank operations, policies and procedures.

  • Excellent verbal and written communication skills, including ability to deal professionally with issues, problems, and questions.

  • Ability to interact with all levels of clients, staff, and management.

  • Demonstrated ability to set realistic expectations, problem solve and negotiate.

  • Exceptional customer service, sales and relationship building skills.

  • Capability of working well independently and as part of a team and exercising appropriate level of authority commensurate with experience and responsibility.

  • Ability to work successfully in a deadline driven environment.

  • Excellent attention to detail and accuracy; good organizational, research and follow-up skills.

  • Requires the ability to exercise independent judgment and employ basic reasoning skills

  • Strong PC skills, (system knowledge) and excel and word.

Proficient in Microsoft Word, Excel, Outlook

Who Are We?

We are an independent commercial business bank focused on the financial needs of small and mid-sized businesses and their owners, professionals, entrepreneurs and high-net-worth individuals. Launched in July 2001, headquartered in Sun Valley, CA, our organizers and founders are local business people and bankers who have worked in - and served - this community for many years. We understand the importance of developing and building strong relationships within the communities we serve, providing exceptional financial solutions and acting as Trusted Advisors to each of our clients.

Mission Valley Bank knows that being an outstanding bank requires both knowledge and delivering superior service to our customers. Every day we perform with an uncompromising commitment to the highest customer service standards. We seek talented and proven individuals who share these standards to join our team.

Mission Valley Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business.

Mission Valley Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Pre-employment background checks are required for all positions.

We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice.


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