Sales & Diligence Manager - Transportation Alliance Bank Inc.

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.