Vice President, Association Banking

Role Overview

• focus on developing new business opportunities by offering Bank’s industry specific banking services and products to the Community Association Industry
• develop new business opportunities while servicing existing clients
• cold calling, establishing new business opportunities, providing sales presentations
• attending industry trade show events, marketing to prospects via phone/email/in-person visits
• following-up with existing clients on customer service items
• perform light administrative tasks
• promote and educate existing clients and future clients on products and services offered through the Bank
• 75% travel mostly throughout an assigned territory
• additional traveling throughout the country to annual conferences and training segments
• support the director in meeting deposit and lending goals
• grow existing client relationships and cross-sell products and services
• identify and cold call on prospective clients to develop new relationships
• attend industry events including exhibiting at trade shows, attending luncheons
• be an active member of the local Community Association Institute (CAI) Chapter
• attend association board meetings
• communicate banking services via email, letters, demonstrations, presentations and conversations
• liaison between the operations team and clients as needed
• ensure clients are receiving necessary service levels and troubleshoot issues and/or concerns
• work closely with the manager and periodically review key performance indicators
• prepare and submit new client forms and update existing client forms
• participate in remote training and attend remote sales meetings
• work efficiently from their home office and car while meeting with clients

Requirements

• 3+ years of related experience
• High school diploma required; Bachelor's degree in related field preferred
• Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services
• Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
• Intermediate speaking and writing communication skills
• May require up to 75% travel.

Benefits

• competitive salaries
• an ownership stake in the company
• medical and dental insurance
• time off
• a great 401k matching program
• tuition assistance program
• an employee volunteer program
• a wellness program