VP, Cash Management Relationship Officer

WEST HARTFORD, CT

$97,973.98 ‒ $146,960.96 Annually

Position:

VP, Business and Government Deposit Services Sales Officer Department:

Branch Administration

Location:

Hartford Capitol Area

Job Status:

Full-Time FLSA Status:

Exempt Grade:

13 s to:

VP, Business & Government Deposit Services Sales Manager Amount of Travel Required:

Frequent travel

Positions Supervised:

N/A

POSITION SUMMARY

Responsible for outside sales and business development efforts, focusing on building and growing deposit relationships with the businesses, nonprofits andernment entities in Connecticut. Penetrates markets and develops new relationships by calling on present and prospective customers as well as referrals and cross selling. Maintains and manages current customers with balances above an established threshold and is responsible for maintaining the overall relationship. The individual will meet certain monthly goals.

ESSENTIAL FUNCTIONS

Manages current and new customer relationships, with emphasis on growing theBusiness & Government Deposit Services portfolio.

Develop and execute a consistent outside sales and networking strategy to win new deposit relationships.

Develop, grow and maintain municipal banking relationships within the Connecticut market.

Extensive kledge of all deposit and cash management products.

Makes business calls to sell and market all bank products.

Makes business calls with Retail Banking Team, Commercial Lenders and other business partners.

Identifies sales opportunities through needs-based assessments, campaigns, prospecting and marketing lists and makes referrals to other departments, accordingly.

Attains established individual goals through active participation in sales management and officer calling programs.

Identifies possible opportunities and innovations for increased profitablemercial business.

Developsmercial business and contributes to the bank's deposit growth strategies by cross selling bank products and services.

Ensures that allmercial customers maintain balances to offset applicable services provided. Discusses monthly analysis statements with assigned customers, while providing them with a high level of technical assistance and a superior level of customer service.

Responds to RFP (Request for Proposal) issued by potential customers and assists Cash Management Operations staff with preparation of presentation response.

Keeps abreast of legislationerning themercial fields and ensurespliance with both bank policies andernment guidelines.

Attends seminars, meetings and events sponsored by the bank, tradeanizations, and other entities. Participates in the businessmunity by participation in variousanizations as approved by the Bank.

Mustplete BSA, AML, and other Regulatory and Continuing Education as assigned.

Must ad to all bank and regulatory policies and procedures specific to position.

Performs additional duties as requested.

POSITION QUALIFICATIONS

Competencies

Business Development

Communication

Customer Relations Decision-Making/Judgment

Sales Results

Sales Skills & Activity

Education/Experience/Skills & Abilities

Bachelor's Degree in Business Administration or related field or equivalent experience.

5-8 years business development and sales experience.

Strong kledge and understanding of bank deposit and cash management products.

Municipal Banking experience preferred.

PHYSICAL DEMANDS

Physical Demands Stand:

F (Frequently)

Walk:

F (Frequently

Sit:

F (Frequently)

Handling /

Fingering:

F (Frequently)

Reach Outward :

F (Frequently)

Reach Above Shoulder:

O (Occasionally)

Climb:

O (Occasionally)

Crawl:

N (Not Applicable)

Squat or Kneel:

O (Occasionally)

Bend:

O (Occasionally)

Lift/Carry

10 lbs or less: O (Occasionally)

11-20 lbs: O (Occasionally)

21-50 lbs: N (Not Applicable)

51-100 lbs: N (Not Applicable)

Over 100 lbs: N (Not Applicable)

Push/Pull

12 lbs or less: N (Not Applicable)

13-25 lbs: N (Not Applicable)

26-40 lbs: N (Not Applicable)

41-100 lbs: N (Not Applicable)

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

BENEFITS

• Westfield Bank offers aprehensive benefits package designed to support employees' health, financial well-being, and work-life balance. Benefits may include medical, dental, and vision insurance, health savings and reimbursement accounts, paid time off and holidays, 401(k) withpany match,pany-funded ESOP, life and disability insurance, employee assistance programs, tuition reimbursement, and employee banking benefits.
• Westfield Bank is proud to invest in our employees by offering benefits that help support their health, financial security, professional growth, and overall quality of life.
• Benefits are subject to eligibility requirements and plan provisions and may be changed or discontinued at the Bank's discretion.

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

JOB CODE

1000964