VP Private & Business Banking - Non Manager at Freedom First Credit Union

Roanoke, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jul, 26

Salary

0.0

Posted On

06 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business development, Portfolio management, Cash management, Treasury products, Relationship building, Financial analysis, Sales, Microsoft Word, Microsoft Excel, Communication, Influencing, Training

Industry

Financial Services

Description

Role: The VP of Private & Business Banking will oversee a portfolio of existing Private Wealth and Business Banking members while actively acquiring new relationships that meet the criteria for Private Wealth Management. This role includes selling cash management services, promoting Credit Union products, and referring opportunities to internal teams such as Wealth Management, Commercial Lending, and the retail branch network. To support introductory Wealth Management discussions with prospective members, the employee is encouraged to obtain FINRA Series 63, 65 or 66, Series 7, and Virginia State Life & Annuities licenses before making formal referrals to the Wealth Management team. Essential Functions & Responsibilities: 45% — Business Development * Conduct outbound calls targeting corporate deposit prospects and high‑net‑worth individuals * Understand, sell, and service the Credit Union’s full suite of Cash Management and Treasury products 30% — Portfolio Management * Manage and retain a deposit portfolio, with emphasis on money market and CD accounts 15% — Cross‑Functional Referrals * Identify member needs and refer opportunities to Wealth Management, Mortgage, Commercial Lending, and Retail Banking teams 10% — Branch Relationship Building * Build strong partnerships with Retail Branches to drive referrals to Private Wealth Management and Business Banking Performance Measurements: 1. Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. 2. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. 3. Please refer to Annual Performance Goal document for remaining Performance Measurements. Knowledge and Skills: Experience: Five or more years sales experience. Education: Bachelor's degree in finance, business, marketing or equivalent Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. Other Skills: FINRA Series 63, 65 or 66, Series 7, VA State Life & Annuities Licensing preferred. Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate. This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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Responsibilities

The VP of Private & Business Banking will manage a portfolio of existing members while actively acquiring new relationships through outbound sales and business development. The role involves cross-selling cash management services and referring opportunities to internal teams such as Wealth Management and Commercial Lending.