- Responsible for new sales to qualified prospects and account retention of existing clients specializing in the professional management of but not limited to:
- Title & Escrow Companies
- 1031 Exchange Companies
- Contractor Retention Escrow
- Homeowners Associations
- Commercial Property Management
- Any other fiduciary centric specialty niches
- This is a role that strategically focuses on delivery of Avidbank's deposit and treasury management products to new and existing client segments to increase the share of wallet and revenue.
- The SVP Specialty Deposits Banker will be responsible for driving the growth of deposits for the bank, in partnership with Avidbank's Treasury Management team, who together will offer innovative best-in-class product suites to clients.
- The role holder will be tasked with the development of distinctive deposit products and related support models, with the aim of providing excellent customer service to the targeted client base.
- The SVP Specialty Deposits Banker will work closely with the compliance and credit teams to ensure adherence to policies, processes, and Service Level Agreements ("SLAs") on the full cycle of product provision, while ensuring compliance with all internal controls.
- Responsibility is expected in the delivery of end-to-end propositions to customers through planning, managing and effectively selling of the deposit solutions in partnership with the Treasury Management and Relationship Management teams.
- The role holder is to ensure effective delivery of the customer value propositions where revenue generation can be expeditiously realized to achieve the desired financial objectives of the team and the bank.
- Develop comprehensive depository and treasury management proposals to close new, profitable sales opportunities.
- Develop an extensive industry presence through active involvement in industry related trade associations
- Responsible for account retention of association management clients will involve attention to client needs, insuring superior bank operations, treasury management services, specialized remittance processing and pre- qualifying corporate and association loan packages requests
- New sales will involve consistent calling on prospects
- Must cooperate and work effectively with other departments within the bank in order to independently achieve successful solutions to relationship management and requests
- Maintain institutional knowledge of leading competitors' products, new technologies surrounding them and loan administration and credit underwriting practices
- Participate in financial planning process and present any changes to revenue forecast on a quarterly basis Have a pipeline of deals from initiation to revenue realization.
- Sound experience of at least 7 to 10 years with a leading organization and familiarity with deposit and trade finance products to be offered to clients with considerable knowledge of how these products work.
- Proven experience in marketing trade and project finance products. The candidate must demonstrate experience and knowledge of designing and selling deposit and treasury management products.
- Solid service or relationship management experience.
- Strong interpersonal skills to sell and retain new and existing relationships
- Effective verbal and written communication skills
- Strong analytical skills to determine best solutions for current and potential clients
- Proficient computer literacy (i.e. Excel, Word, PowerPoint) are required to effectively sell and retain new and existing relationships
- Must have solid knowledge of bank products and services
- Graduate relevant degree with substantial banking experience.
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SVP Specialty Deposits Banker - San Jose, United States - Avidbank
Description
Job Description
Job DescriptionSalary: 180, ,000Avidbank is a $2.1 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond. We are a highly responsive business bank, providing tailored financial solutions. We are advocates for our clients and specialize in providing innovative banking products and supportive services that exceed our clients' expectations.
Founded in 2003, we specialize in commercial & industrial lending, technology and asset-based lending, specialty finance, real estate construction and commercial real estate lending. We have one branch in San Jose along with loan production offices in Redwood City and San Francisco.
Title of position: SVP Specialty Deposits Banker
Position type: Full-time
Pay range: $180,000 - $210,000
Division: Treasury Management
Work Location Type: Office Hybrid
Location: San Jose/San Francisco Bay Area
The Role
Job Responsibilities
This position description is not intended to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time, with or without notice.
Preferred Experience and Knowledge
Preferred Behavioral Skills
Qualifications
Benefits
Avidbank offers full time employees' competitive compensation, medical, dental, vision, life insurance, long term disability insurance, 401k with matching, paid holidays and a competitive paid time off policy.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
Avidbank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We are an AA/EEO/Veterans/Disabled employer.
