Overview
Invest In You!Tri City National Bank is your hometown bank. We believe in putting customers first building relationships and fostering a sense of community. We work in a team environment with opportunities for hard workers to grow personally and professionally. We enjoy celebrating success and great benefits along the way. Most importantly we believe superior customer service paired with the right banking solutions help our customers and businesses fulfill their financial dreams and our communities grow. Our ideal candidate believes in our mission values continuous learning and is comfortable adapting to change. If this resonates with you apply today and come join our team.#investinyou
Reporting to the Executive Team - The Vice President Director of Product & Sales is a key member of the Banks senior leadership team responsible for developing marketing & sales strategies and executing product strategy to support business growth and profitability. This role leads the development launch and ongoing improvement of products & marketing across Retail Banking Mortgage Lending Commercial Banking Merchant & Treasury Management Services and Investment Services.
This position works closely with Marketing Data & Analytics Finance (FP&A) and the Leadership Development & Sales Enablement team to ensure product offerings align with customer needs market demands and the Banks overall growth objectives.
Compensation: $120000 annually depending on experience.
This is role is in office at our Company Headquarter in Oak Creek WI.
Responsibilities
Strategic Leadership
- Build and manage strong customer relationships to increase profitability and support the Banks growth with a focus on core deposit growth.
- Develop and execute a multi-line sales strategy aligned with the Banks vision and business objectives.
- Provide strategic input as a member of the senior leadership team on corporate planning growth initiatives and market expansion.
- Coordinate across departments to deliver holistic financial solutions tailored to client needs.
- Foster a culture of long-term strategic thinking collaboration and performance excellence to drive sales and profitability.
- Use customer and market data to develop actionable strategies and initiatives that drive sales.
- Design and implement comprehensive sales management processes including lead generation pipeline management joint calls and referrals opportunity identification and qualification and customer saturation.
- Develop a unified sales structure between Lending and Deposit teams to optimize opportunities and standardize performance measurement and recognition.
Integration with Sales Departments
- Collaborate with all sales divisions by setting clear goals KPIs and accountability for each business line.
- Implement relationship banking strategies to promote cross-selling and deepen customer engagement.
- Integrate role with sales efforts for:
- Retail Banking: branch network deposits consumer lending and household relationship growth
- Mortgage Lending: purchase and refinance originations secondary market sales and portfolio retention
- Commercial Banking: CRE and SBA lending deposits and fee-based growth
- Treasury Management & Merchant Services: business banking products payments and treasury solutions
- Investment Services: investment offerings retirement planning and wealth management referrals
Collaboration with Support Function
- Marketing: Partner to design & build targeted campaigns bundles product launches and branding efforts that drive qualified leads and product adoption.
- Data & Analytics: Leverage reporting predictive analytics and CRM tools to identify opportunities track pipeline performance and report sales activity.
- Finance: Collaborate on pricing strategies profitability analysis incentive plan design and forecasting.
- Learning Development & Sales Enablement: Oversee the creation of sales training programs coaching frameworks and talent development initiatives to strengthen sales effectiveness.
Product Strategy
- Align product strategy with overall business objectives by collaborating closely with Marketing Data & Analytics Finance and Sales Training.
- Drive the development launch and continuous improvement of products that address customer needs and support growth.
- Implement clear processes for product planning resource allocation and cross-functional project execution.
- Use market insights and customer feedback to guide product innovation and maintain a strong competitive position.
Success Measures
- Achievement of annual sales goals across all business lines including growth in core deposits loan portfolio and fee income.
- Increased cross-sell ratio and product penetration per relationship including new household acquisition.
- Improved profitability per relationship through coordinated sales efforts.
- Enhanced sales culture as demonstrated by measurable gains in employee engagement and productivity.
Qualifications
- 10 years of progressive leadership experience in banking with direct oversight of multiple sales lines of business.
- Proven track record of achieving growth in deposits loans and fee-based revenue within a community or regional bank.
- Strong understanding of financial products across retail commercial mortgage treasury/merchant and investment services.
- Senior leadership presence with the ability to influence across departments.
- Data-driven decision maker with expertise in leveraging analytics CRM and reporting to optimize performance.
Why Join Us:
- Community Impact: Be part of a local bank deeply rooted in community values contributing to the growth and prosperity of our neighborhoods.
- Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
- Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
- Celebration of Success: Join a team that values and celebrates individual and collective achievements.
- Work Life Balance: No early mornings or late nights enjoy a predictable schedule with major holidays off.
- Great Employee Benefits that start on the 1st of the month after your hire date!
- Part-Time:
- 401(k) with company match**
- Up to 20 hours of paid vacation after 6 months
- Full-Time:
- 401(k) with company match
- Tuition reimbursement
- Medical dental and vision coverage
- Paid vacation and more!
Equal Opportunity Employer/Veterans/Disabled
All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin or protected veteran status and will not be discriminated against on the basis of disability.
Reasonable Accommodation
If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process please contact Human Resources at or
(**Must be 21 to enroll in 401(k) and must work an average of 20 hours per week in order to be eligible for paid vacation.)
Required Experience:
Exec
OverviewInvest In You!Tri City National Bank is your hometown bank. We believe in putting customers first building relationships and fostering a sense of community. We work in a team environment with opportunities for hard workers to grow personally and professionally. We enjoy celebrating success a...
Overview
Invest In You!Tri City National Bank is your hometown bank. We believe in putting customers first building relationships and fostering a sense of community. We work in a team environment with opportunities for hard workers to grow personally and professionally. We enjoy celebrating success and great benefits along the way. Most importantly we believe superior customer service paired with the right banking solutions help our customers and businesses fulfill their financial dreams and our communities grow. Our ideal candidate believes in our mission values continuous learning and is comfortable adapting to change. If this resonates with you apply today and come join our team.#investinyou
Reporting to the Executive Team - The Vice President Director of Product & Sales is a key member of the Banks senior leadership team responsible for developing marketing & sales strategies and executing product strategy to support business growth and profitability. This role leads the development launch and ongoing improvement of products & marketing across Retail Banking Mortgage Lending Commercial Banking Merchant & Treasury Management Services and Investment Services.
This position works closely with Marketing Data & Analytics Finance (FP&A) and the Leadership Development & Sales Enablement team to ensure product offerings align with customer needs market demands and the Banks overall growth objectives.
Compensation: $120000 annually depending on experience.
This is role is in office at our Company Headquarter in Oak Creek WI.
Responsibilities
Strategic Leadership
- Build and manage strong customer relationships to increase profitability and support the Banks growth with a focus on core deposit growth.
- Develop and execute a multi-line sales strategy aligned with the Banks vision and business objectives.
- Provide strategic input as a member of the senior leadership team on corporate planning growth initiatives and market expansion.
- Coordinate across departments to deliver holistic financial solutions tailored to client needs.
- Foster a culture of long-term strategic thinking collaboration and performance excellence to drive sales and profitability.
- Use customer and market data to develop actionable strategies and initiatives that drive sales.
- Design and implement comprehensive sales management processes including lead generation pipeline management joint calls and referrals opportunity identification and qualification and customer saturation.
- Develop a unified sales structure between Lending and Deposit teams to optimize opportunities and standardize performance measurement and recognition.
Integration with Sales Departments
- Collaborate with all sales divisions by setting clear goals KPIs and accountability for each business line.
- Implement relationship banking strategies to promote cross-selling and deepen customer engagement.
- Integrate role with sales efforts for:
- Retail Banking: branch network deposits consumer lending and household relationship growth
- Mortgage Lending: purchase and refinance originations secondary market sales and portfolio retention
- Commercial Banking: CRE and SBA lending deposits and fee-based growth
- Treasury Management & Merchant Services: business banking products payments and treasury solutions
- Investment Services: investment offerings retirement planning and wealth management referrals
Collaboration with Support Function
- Marketing: Partner to design & build targeted campaigns bundles product launches and branding efforts that drive qualified leads and product adoption.
- Data & Analytics: Leverage reporting predictive analytics and CRM tools to identify opportunities track pipeline performance and report sales activity.
- Finance: Collaborate on pricing strategies profitability analysis incentive plan design and forecasting.
- Learning Development & Sales Enablement: Oversee the creation of sales training programs coaching frameworks and talent development initiatives to strengthen sales effectiveness.
Product Strategy
- Align product strategy with overall business objectives by collaborating closely with Marketing Data & Analytics Finance and Sales Training.
- Drive the development launch and continuous improvement of products that address customer needs and support growth.
- Implement clear processes for product planning resource allocation and cross-functional project execution.
- Use market insights and customer feedback to guide product innovation and maintain a strong competitive position.
Success Measures
- Achievement of annual sales goals across all business lines including growth in core deposits loan portfolio and fee income.
- Increased cross-sell ratio and product penetration per relationship including new household acquisition.
- Improved profitability per relationship through coordinated sales efforts.
- Enhanced sales culture as demonstrated by measurable gains in employee engagement and productivity.
Qualifications
- 10 years of progressive leadership experience in banking with direct oversight of multiple sales lines of business.
- Proven track record of achieving growth in deposits loans and fee-based revenue within a community or regional bank.
- Strong understanding of financial products across retail commercial mortgage treasury/merchant and investment services.
- Senior leadership presence with the ability to influence across departments.
- Data-driven decision maker with expertise in leveraging analytics CRM and reporting to optimize performance.
Why Join Us:
- Community Impact: Be part of a local bank deeply rooted in community values contributing to the growth and prosperity of our neighborhoods.
- Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
- Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
- Celebration of Success: Join a team that values and celebrates individual and collective achievements.
- Work Life Balance: No early mornings or late nights enjoy a predictable schedule with major holidays off.
- Great Employee Benefits that start on the 1st of the month after your hire date!
- Part-Time:
- 401(k) with company match**
- Up to 20 hours of paid vacation after 6 months
- Full-Time:
- 401(k) with company match
- Tuition reimbursement
- Medical dental and vision coverage
- Paid vacation and more!
Equal Opportunity Employer/Veterans/Disabled
All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin or protected veteran status and will not be discriminated against on the basis of disability.
Reasonable Accommodation
If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process please contact Human Resources at or
(**Must be 21 to enroll in 401(k) and must work an average of 20 hours per week in order to be eligible for paid vacation.)
Required Experience:
Exec
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