VP Private & Business Banking - NRV at Freedom First Credit Union

Blacksburg, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jan, 26

Salary

0.0

Posted On

22 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Experience, Business Development, Relationship Management, Treasury Products, Commercial Lending, Financial Statements, Microsoft Word, Microsoft Excel, Interpersonal Skills, Motivating Others, Influencing Others, Training Others, Series 7 Licensing, Series 63 Licensing, Portfolio Management, Customer Service

Industry

Financial Services

Description

Role: To manage and lead the activities and personnel of the Private Banking and Business Banking departments, ensuring the department meets organizational, financial, operational, sales and service, and growth plans. Further responsibilities include managing a portfolio of existing members and acquiring new relationships to the Credit Union. Essential Functions & Responsibilities: 50% Conduct outbound business development geared towards corporate deposits and high net worth individual deposits and treasury products. 20% Partner with Business Banking & Commercial Lending to successfully onboard the most complex C&I companies and high net worth individuals within the Private Bank. 20% Manage the Freedom First Treasury Department and expand it’s presence and effectiveness. 10% Service existing deposit portfolio consisting of both corporate and consumer deposits. Performance Measurements: Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. 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 Series 7 and 63 licensing is 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 is responsible for managing and leading the Private Banking and Business Banking departments. This includes conducting business development, onboarding complex clients, and managing the Treasury Department.