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VP Specialty Deposits - Title & Escrow (Banking Industry)

Corporate Solutions Tech
Irvine, CA Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 5/4/2025

Overseeing deposit relationships related to title companies, escrow services, and real estate transactions . Their role involves managing and growing specialized deposit accounts used for holding funds in trust for real estate transactions, settlements, and other fiduciary purposes.

What You'll Do : Client Relationship & Business Development :

  • Build and maintain strong relationships with high-value clients in specialized industries.
  • Provide customized banking solutions to meet the unique needs of specialty deposit clients.
  • Identify and pursue new business opportunities within niche markets.
  • Collaborate with internal teams to cross-sell banking products and services.
  • Conduct proactive outreach to existing and potential clients to expand relationships.
  • Effectively interview and profile customers to recommend suitable banking products and services.
  • Meet sales goals by maintaining customer satisfaction and overcoming objections.

Operational Oversight :

  • Ensure specialty deposit accounts are processed efficiently and in compliance with regulations.
  • Oversee the roll out of new deposit products and services.
  • Serve as a liaison between new accounts, operations, and clients to facilitate smooth transitions.
  • Attend industry functions and engage with regional and national associations.
  • Develop and execute strategies to grow the specialty deposits portfolio.
  • Stay informed on market trends and adjust business strategies accordingly.
  • Identify and mitigate risks associated with specialty deposit accounts.
  • Ensure all transactions adhere to regulatory requirements and internal policie
  • Experience You'll Need : Education & Experience :

  • Bachelor's degree from a four-year college or university.
  • Significant experience in banking and financial services
  • An equivalent combination of education and experience.
  • Key Competencies & Skills :

  • Achievement Focus Ability to set and reach challenging goals, recognize opportunities, and take calculated risks.
  • Adaptability Open to feedback, able to manage competing demands, and adjust to changing environments.
  • Communication Skills Strong written and verbal skills, active listening, and ability to keep stakeholders informed.
  • Customer Service Skilled in managing client expectations, handling difficult situations, and ensuring customer satisfaction.
  • Problem-Solving Analytical thinking to identify issues, develop solutions, and resolve problems efficiently.
  • Sales & Business Development Proven ability to generate leads, maintain client relationships, and achieve sales targets.
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