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Last updated: 2 days ago

VP, Client and Treasury Manager

Beneficial State BankOakland, CA, United States
Full-time

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 manageme... Show more

State Government Affairs Director

RWE AGOakland, CA, US, 94612
$200,000.00 yearly
Full-time

To start as soon as possible, full time, permanent.State Government Affairs Director .RWE Americas’ state government affairs portfolio in the West region (California, Intermountain West States), bu... Show more

State and Federal Programs Consultant

Michigan School Public Relations AssociationOakland
Full-time

Please see the attachment for the full job description. Show more

Coordinator State and Federal Programs

West Contra Costa Unified School DistrictRichmond, CA, United States
Full-time

The West Contra Costa Unified School District is seeking qualified candidates for a teaching position.Interested applicants must submit an application package on EdJoin.Applications must include: n... Show more

Receptionist - State Farm Agent Team Member

Kelly Wright - State Farm AgentOakland, CA, US
$40,000.00 yearly
Full-time

Join a reputable State Farm Agent team focused on delivering comprehensive insurance and financial services solutions to our valued clients.We are committed to helping individuals and families prot... Show more

Account Representative - State Farm Agent Team Member

Kelly Lux - State Farm AgentAlameda, CA, United States
$57,000.00 yearly
Full-time

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community.We want to work alongside those who are equally committed to exc... Show more

Account Manager

Blue StateOakland, CA, United States
Full-time

Blue State is more than an agency.We are supporters, campaigners, consumers, and fans ourselves. Show more

Account Associate - State Farm Agent Team Member

Jeff Marks - State Farm AgentPinole, CA, US
$20.00 hourly
Full-time

As an Account associate you are vital to our daily business operations and customers’ success.You grow our agency through meaningful customer relations and acting as a liaison between customer need... Show more

Account Representative - State Farm Agent Team Member

JP Reed - State Farm AgentLafayette, CA, US
$36,000.00 yearly
Full-time

As Account Representative - State Farm Agent Team Member for JP Reed - State Farm Agent, you are vital to our daily business operations and customers’ success.You grow our agency through meaningful... Show more

Account Representative - State Farm Agent Team Member

Mark Hoogs - State Farm AgentMoraga, CA, US
$50,000.00 yearly
Full-time

Come Join Our Team as an Insurance Account Representative!.Our successful and growing State Farm agency is looking for a.In this role, you’ll combine customer service and general account management... Show more

Marketing Coordinator - State Farm Agent Team Member

Bryan Silveira - State Farm AgentOrinda, CA, US
$55,000.00 yearly
Full-time

Do you have aspirations to run your own business? If so, you may want to consider working in the office of Bryan Silveira Insurance Agency.As a member of our agency team, you have an opportunity to... Show more

Conflicts Analyst

Husch BlackwellOakland, CA, United States
Full-time

Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations.At Husch Blackwel... Show more

Occupational Therapist- Full Time

Vale Healthcare CenterSan Pablo, CA
Full-time

Evaluates and treats residents and patients with conditions that are mentally, physically, developmentally, or emotionally disabling to improve their ability to perform tasks of daily living and wo... Show more

Occupational Therapist- Full Time

Fruitvale Healthcare CenterOakland, CA
Full-time

Evaluates and treats residents and patients with conditions that are mentally, physically, developmentally, or emotionally disabling to improve their ability to perform tasks of daily living and wo... Show more

PT

PDTXpertsOakland, CA, US
Full-time

About PDTX PDTX is a leading therapy staffing company dedicated to connecting talented rehabilitation professionals with top-tier healthcare facilities across the United States.Our mission is to pr... Show more

Human Resources Specialist

Agility RecruitingOakland, CA, United States
Full-time

A growing, multi-state professional services firm is seeking an experienced.This is a high-impact role for someone who thrives on variety, takes pride in keeping complex systems running smoothly, a... Show more

Speech Pathologist Supervisor Pool (Intermittent) FY2025

The California State UniversityEast Bay
$40.00 hourly
Full-time

The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $40.Cal State East Bay's beautiful main campus is located in the Hayward hills with p... Show more

Travel Nursing Home Administrator

FullShift Staffing, LLCOakland, CA
Full-time

The Administrator oversees the day to day operations of the facility to meet State and Federal regulations and supervises all department managers to ensure the facility is in compliance.The Adminis... Show more

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VP, Client and Treasury Manager

VP, Client and Treasury Manager

Beneficial State BankOakland, CA, United States
20 days ago
Job type
  • Full-time
Job description

VP, Client & Treasury Manager

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.

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:

Customer support, Time Management, Task Management, Initiative, Prioritization, Effective communication, Innovative mindset, Attention to detail, Advanced Problem-Solving, Adaptability, Collaboration

Environment, Physical & Mental Activities:

The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc. Work may also be performed at home depending on the requirements. Employee is required to have an environment when working at home that has a high-speed internet connection and environment conducive to frequent phone or internet calls.

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.

The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position Requirements

Minimum Qualifications:

Bachelor's degree required and/or have minimum 8 years of experience demonstrated to be applicable to job requirements. Extensive and in-depth knowledge of product delivery systems. Comprehensive and practical knowledge of banking, operations and cash management products. Excellent interpersonal, verbal and written communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations. Mentoring skills to train and guide less experienced team members and other banking departments. Demonstrated capacity to sell products/services within the financial services industry. Ability to schedule and complete tasks and duties without constant, direct supervision. Working knowledge of PC spreadsheet, word processing, and production software. i.e. Microsoft Office Products. This individual must demonstrate a history of excellent communication and customer service skills. Must have the ability to respond appropriately to customer inquiries in a fast-paced work environment while handling multiple tasks. Demonstrate aptitude for detail work and ability to effectively meet specific deadlines. This person must be able to respond under pressure, and be able to effectively deal with multiple priorities and schedules. Must have a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests. Must be able to work independently and be a self-starter.

Management reserves the right to change this position description at any time according to business needs. #LI-Hybrid

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

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.