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Lewis James Professional - Atlanta, GA
posted about 2 months ago
About the position
The VP, Payment Technology Banker will play a crucial role in supporting the Payments Technology Banking team to enhance the bank's deposit and fee income. This position involves building and maintaining relationships with clients, managing complex treasury management services, and ensuring compliance with financial regulations. The role requires strong analytical skills and the ability to communicate effectively with decision-makers in targeted companies.
Responsibilities
- Support the Payments Technology Banking team to grow deposits and fee income for the bank.
- Build relationships with other members of the Payments Technology Banking team to support new and existing client relationships.
- Responsible for pricing and cross-selling of the bank's products and services, including complex treasury management services such as ACH, Disbursement Services, Information Reporting, and Card Sponsorship Programs.
- Complete financial analysis, underwriting, and closing of new opportunities.
- Work with team members to develop a strong referral and COI network to enhance the bank's reputation in the marketplace.
- Monitor client portfolios to evaluate financial, operational, and compliance status.
- Ensure client's financial and compliance requirements are received and reviewed in a timely manner.
- Support new client implementation requirements and coordinate with internal teams as required.
- Develop and maintain strong relationships with decision makers at targeted companies (CEO, CFO, VP Finance).
- Regularly and efficiently communicate successes and challenges to direct Manager.
- Participate in client calls with Senior Banker and Treasury Services Officer.
- Comply with all the bank's compliance requirements including Bank Secrecy Act, OFAC, and USA PATRIOT Act.
Requirements
- Bachelor's degree preferably in Finance, Accounting, Business, Economics or other related field.
- 3-5 years of commercial banking, financial services, or Fintech company experience.
- Formal bank credit or risk management training experience is a plus.
- Experience in a portfolio management, treasury services, risk management, auditing, or underwriting role is preferred.
- Knowledge of financial and accounting concepts to evaluate financial models, client audits, and risks.
- Knowledge in financial statement analysis and understanding of client cash flow cycle.
- Sound credit and risk management judgment.
- Strong Excel skills with complementing mathematical and pricing and financial analysis.
- Thorough knowledge of Corporate Treasury Services and its application to the Payments & Fintech industries.
- Commercial Credit Underwriting and Risk Management.
- Understanding of Operating and Financial Risk Management.
