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Our ideal candidate: We are seeking candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers and build sustainable prosperity in our communities.
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.
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TITLE: |
VP |
JOB CODE: |
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| FLSA: | Exempt | SALARY GRADE: | 9 |
| CATEGORY: | Full-time | UNION REPRESENTATION: | NA |
| SCHEDULE: LOCATION: | Monday-Friday Hybrid | SUPERVISORY ROLE Y/N: REVISION DATE: | N 12/2025 |
ABOUT US
We practice Beneficial Banking™ by investing in social and environmental impact, prioritizing transparency, and expanding access to equitable financial products, all in pursuit of a banking system that is regenerative for the planet and equitable for all. We bring that same commitment to our people by cultivating a vibrant, inclusive, and purpose-driven culture where employees are empowered to grow, contribute, and thrive. Together, we strive to make a meaningful difference in the communities where we live and work, creating positive impact through partnership, service, and shared success.
POSITION OVERVIEW
The position of VP, Client & Treasury Manager is responsible for the development and analysis of new commercial, including small business and non-profit organizations, deposit and treasury management business; the expansion of existing relationships; and servicing customers. Knowledge of deposit and treasury management products and services is required; commercial and consumer lending a plus. This position will develop and present sales proposals, acts as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues; 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. This role is also a BSB representative or leader in the community and promotes the bank’s mission in the communities served.
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ESSENTIAL DUTIES
- Establishes, builds and maintains professional banking relationships with clients/prospects who utilize depository/cash management services; calls on commercial, small business, non-profit organizations, and high net worth individuals to develop new relationships
- Facilitate the development of profitable and quality, mission aligned relationships throughout the Bank including referrals to other business units.
- Work directly with the Director of Client and Treasury Management, other leadership members and/or other personnel in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy.
- Ensures that sales growth and exceptional service is in place.
- Provides consultative services to the client to ensure the client is aware of the benefits of the treasury management services being recommended.
- 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 and team members to provide coaching and guidance to assist in acquiring new business and/or closing the deal
- Works closely with other team members within the bank to identify new business opportunities.
- Has 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.
- Provides annual Treasury Management reviews and site visits for clients to identify changes that need to be made to their services and inform the client of new services available.
- Provides ongoing Treasury Management training for other bankers to ensure the team is aware of the Treasury Management services available 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.
- Entertains clients at networking events, lunches, dinners or other planned events as needed, which may require early morning or evening attendance.
- Participates in an annual incentive plan measuring new business eligible per plan document.
- Monitors and manages expenses on an ongoing basis, and prepares monthly expense reports for management.
Client Service Excellence:
- Practice and lead in a client service excellence standard policy for entire organization;
- Investigating and solving clients’ problems, which may be complex or long-standing problems that have been passed on by customer service assistants;
- Analyzing statistics or other data to determine the level of client service the organization is providing;
- Developing feedback or complaints procedures for clients to use;
- Developing client service procedures, policies and standards for the organization or department;
- Meeting with other managers/ staff/ department to discuss possible improvements to client service;
- Training staff to deliver a high standard of client service;
Leadership Opportunities:
- Lead or participate in treasury management product innovation and strategic planning
- Recommends improvements in existing products or product mix to ensure the bank remains competitive and clients are appropriately serviced
- Mentor other officers within the Beneficial family footprint on expertise of deposit and treasury management product mix.
- Become a leader in respective community charged with driving brand, mission and values.
ROLE COMPETENCIES
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WORKING ENVIRONMENT & PHYSICAL DEMANDS
The work environment characteristics and the physical and cognitive requirements described here are representative of those an employee encounters while performing the essential functions of this position.
- This position is based in a non-confined office setting where the employee is free to move about as needed. This role is performed in a typical office environment. For hybrid and remote positions, work may also be performed away from BSB worksites, depending on business needs. Employees working remotely are required to maintain a dependable, high-speed internet connection and a work environment conducive to frequent phone and video calls, where private, confidential, or proprietary information cannot be seen, overheard, or otherwise accessed by unauthorized individuals
- This position requires writing, typing, speaking, listening, lifting up to 10 pounds, driving (personal, company, or rental vehicle on occasion), carrying, sitting, pulling, walking, standing, squatting, kneeling, reaching, and using close, color, and peripheral vision, depth perception, and the ability to adjust focus.
- This position may require the ability to operate any or all the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.
- This position requires the ability to read and interpret documents, perform detailed work, solve problems, interact with customers, apply reasoning and mathematical skills, communicate effectively both verbally and in writing, deliver presentations, analyze information, manage multiple concurrent tasks, adapt to changing priorities, and work effectively in a fast-paced environment with frequent interruptions
- Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
POSITION REQUIREMENTS
Minimum Qualifications
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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.
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