VP Specialty Deposits, Title and Escrow - CoreTechs

VP Specialty Deposits, Title and Escrow
Irvine, CA 92618

• SALARY RANGE: $119,000 - $214,000; Exact compensation may vary based on skills, experience, and location.

 
POSITION SUMMARY:

• Vice President in Specialty Deposits banking focuses on managing and growing specialized deposit accounts and services within a financial institution

 
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned.
Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
Client Relationship Management:

• Develop and maintain relationships with high-value clients and specialized industries
• Provide tailored banking solutions to meet the unique needs of specialty deposit clients

Business Development:

• Identify and pursue new business opportunities within niche markets
• Collaborate with other departments to cross-sell banking products and services

Operational Oversight:

• Ensure efficient and compliant processing of specialty deposit accounts
• Oversee the implementation of new deposit products and services

• Regularly attend industry functions and volunteer time and effort to support various regional and national associations as they relate to their industry
• Maintains a thorough knowledge of Banc policies, procedures, and services
• Participate in and implement business development programs for Banc products using various techniques including calls to existing customers to maintain and expand banking relationships, and calls to prospective clients to develop new business
• Provide superior customer service by answering inquiries and directing customers to the proper department(s) for further Banc services
• Effectively interview and profile customers in order to recommend appropriate banking products and services
• Liaison between the new accounts/operations functions and client for Banc transition
• Other duties as assigned

Strategic Planning:

• Develop and execute strategies to grow the specialty deposits portfolio
• Monitor market trends and adjust strategies to maintain a competitive edge

Risk Management:

• Identify and mitigate risks associated with specialty deposit accounts
• Ensure all transactions comply with regulatory requirements and internal policies

 
COMPETENCIES:
To perform the job successfully, an individual should demonstrate the following.

• Achievement Focus – Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals
• Adaptability – Accepts criticism and feedback. Adapts to changes in the work environment. Change approach or method to best fit the situation. Manages competing demands
• Communications – Exhibits good listening and comprehension. Expresses ideas and thoughts in written form. Expresses ideas and thoughts verbally. Keeps others adequately informed. Selects and uses appropriate communication methods
• Customer Service – Displays courtesy and sensitivity. Manages difficult or emotional customer situations. Meets commitments. Responds promptly to customer needs. Solicits customer feedback to improve service
• Problem Solving – Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations
• Sales Skills – Achieves sales goals. Initiates new contacts. Maintains customer satisfaction. Maintains records and promptly submits information. Overcomes objections with persuasion and persistence

 
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions
Education/Experience:

• Bachelor's degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience

Language Ability:

• Read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Write routine reports and correspondence. Speak effectively before groups of customers or employees

Mathematical Ability:

• Add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Compute rate, ratio, and percentage

Reasoning Ability:

• Apply common sense understanding to conduct instructions furnished in written, oral, or diagram form. Deal with problems involving several concrete variables in standardized situations

 
WORK ENVIRONMENT:

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions
• The noise level in the work environment is usually moderate

 
PHYSICAL DEMANDS:

• 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 accommodation may be made to enable individuals with disabilities to perform essential functions

Training:

• Must complete all required mandatory and regulatory training by the assigned due date

Bank Secrecy Act (BSA):

• Follow all policies and procedures of Bank Secrecy Act, (BSA) Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC). Complete online compliance training as required

 
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
 
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
 
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