Sales & Diligence Manager

Job Summary

The Sales & Diligence Manager, under the supervision of the Senior Vice President - Strategic Partnerships, is responsible for overseeing the initial sales and diligence efforts of prospective partner programs.

During both the sales and diligence processes, the Sales & Diligence Manager works with the prospective partners and the appropriate departments within the bank to perform all necessary tasks to get a partner program ready for implementation.

Essential Duties and Responsibilities


* Act as the primary point of contact for prospective partnership programs during the sales and diligence phases.


* Lead sales and diligence efforts of prospective program managers, which may include onsite visits to prospective program managers and critical third parties that are involved in the bank’s program.


* Coordinate with all applicable internal departments and external parties to carry out the sales and diligence efforts related to a prospective program.


* Responsible for evaluating the readiness of a prospective program manager for a bank sponsorship, managing the preparation of the proposal which outlines the bank’s diligence efforts, and presenting that proposal to the various internal stakeholders and committees for approval.


* Ensure that prospective program manager’s business practices, policies and procedures, customer facing legal and marketing material, software systems, customer correspondence, documents, and disclosures comply with federal and state regulations.


* Travel required as needed, up to 35% of time, usually 2-4 consecutive days per trip.


* Other duties as assigned.

Education and Experience Requirements


* Bachelor's degree strongly preferred.


* Minimum of 5+ years of sales, diligence or banking experience.


* In-depth understanding of the strategic partnerships business line.


* Prior experience leading sales and diligence efforts.


* Direct experience dealing with regulatory bodies preferred.

Knowledge, Skills, and Abilities Requirements


* Ability to lead and maintain working relationships among internal and external team members.


* Excellent ability to analyze and interpret complex information.


* Proficient knowledge of bank products, services, policies, and procedures.


* Strong attention to detail and effective writing and communication skills are required

TAB Bank Offers:


* Onsite Gym


* Tuition Reimbursement


* Paid Holidays


* Gym Reimbursement


* College Scholarships for Employees and Families


* 401(k)


* Paid Time Off (PTO)


* Employee Assistance Program (EAP)


* I Made the Grade


* Holiday Club Program


* Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care

TAB Bank will not sponsor applicants for work visas.

See job description