VP, Business Development Officer of Treasury Management at Poppy Bank

Costa Mesa, California, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Aug, 26

Salary

140000.0

Posted On

02 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

B2B Sales, Cash Management, Treasury Management, Relationship Management, Strategic Thinking, Problem Solving, Time Management, Business Acumen, Interpersonal Skills, Client Onboarding, Lead Generation, Portfolio Management

Industry

Banking

Description

Description This position is responsible for generating and supporting high quality leads by engaging prospective clients in a meaningful dialogue about their banking deposit needs, and identifying opportunities to create mutually beneficial, long lasting relationships with focus on business ranging generally between 10MM to 100MM in revenue. This position will provide support to the following Southern California Markets: San Diego, Orange County and Los Angeles Markets. The Treasury Management BDO will have direct support of SVP, Head of Branch Banking. The Treasury Management team delivers extensive industry knowledge, local expertise and competitive capabilities to clients. You will be exposed to a partnership that will allow you to deliver efficiency, eliminate unnecessary risk and reduce cost for clients. Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities: Will engage in a local market, remotely and in person to ensure tenacious, productive relationships that are beneficial for commercial deposits growth Develop relationships with qualified prospects with optimal point of contact and formulate a strategic approach to win new commercial deposit relationship with targeted range of 10MM to 100MM in sales Align closely with partners to evolve strategy as needed to deepen existing relationships and maximize deposit balances Assist with the relationship analysis, and construction of presentation material for client proposals, collaborate with Treasury Management to streamline the onboarding process Maintain thorough records of activities with each prospect to ensure fluidity of communication with multiple touch points across the bank Be proactive, persistent, creative, tenacious and nimble An absolute must to be comfortable with establishing relationships both remote and in person Engage in relationship reviews to identify opportunities, effectively assess TM product and service, and stay up to date on current and emerging commercial banking and treasury management strengths Regularly update Retail Banking Employees and Commercial Lending Officers on critical developments impacting Commercial Deposit Growth through monthly team meetings, and e-mails Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: None Qualifications: Bachelor’s degree preferred or 5 years or more of related work experience Extensive B2B sales experience with small to medium size firms Strong working knowledge in Cash Management products and services Effective problem solving, critical and strategic thinking skills, and attention to detail Exceptional organizational and time management skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines and goals Strong overall business acumen with an ability to understand the direction, priorities, and goals of the organization Exceptional interpersonal skills; presents a positive and professional image, effectively collaborates with diverse teams and is successful at achieving results Must be self-motivated, and proactive to grow and maintain a consistent healthy portfolio Ability to multi-task in a fast-paced environment Physical/Mental Demands & Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and frequent interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. The work environment is typically quiet to a moderate noise level. Travel: There will be occasional local, out-of-area, and overnight travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review 2026 Fair Chance Ordinance. 2026 CA Privacy Notice to Applicants/Employees

Responsibilities

Responsible for generating high-quality leads and building long-term relationships with commercial clients earning between 10MM and 100MM in revenue. The role involves collaborating with internal partners to maximize deposit balances and streamlining the treasury management onboarding process.