Treasury Management Officer
2 weeks ago
THE EMPLOYER
Take your career up a few notches with this Consultative Banking for Small Business .
THE JOB
As a Treasury Management Officer your roles and responsibilities will include:
The Treasury Management Officer (TMO) is responsible for identifying, analyzing, selling and supporting treasury/cash management products and services to business clients and targeted prospective candidates while meeting call, deposits and revenue goals
This position plays a critical role in promoting treasury/cash management products and services, both internally and externally.
Responsible to drive top financial performance, client consultancy excellence to ensure the Bank meets service levels and organizational goals while meeting compliance and regulatory requirements.
Leverages reporting and sales tools to proactively identify and successfully identify and convert sales opportunities.
Focuses on client opportunities by providing ideas and insights based on an understanding of the business client's needs and their financial well-being.
Collaborate with the bank s client success team and operations to ensure fulfillment, onboarding, training, and billing are client centric with a streamlined approach.
Must be viewed as a Subject Matter Expert (SME) regarding Treasury Management.
Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients to meet annual performance goals.
DESIRED SKILLS AND EXPERIENCE
Most importantly, you need to be a passionate Treasury Management Officer who enjoys his work and is considered to be one of the best within your organization.
Bachelor s degree in finance, economics, or business administration preferred.
A minimum of 3+ years direct experience in Treasury management sales and/ or deposit product management.
Demonstrated success in winning new TM business deals and well-versed with the servicing and onboarding process.
Experience in working in an environment where only limited standardization exists.
Experience in leading, developing, training, inspiring, and motivating teams.
We understand that even if you are a seasoned Treasury Management Officer you may not have all the skills listed here.
ADDITIONAL INFORMATION
Compensation:
Based on Experience. One of the best in the industry
Minimum Education:
Bachelor s degree in finance, economics, or business administration .
Minimum Experience: 3+ years direct experience in Treasury management sales
Type of position:
Full time Permanent Position with benefits
Telecommute:
No
Location:
Phoenix, Arizona
Relocation accepted:
Yes
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