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Sr. Treasury Management Officer

4 months ago

Newport Beach, United States CalPrivate Bank Full time
Job DescriptionJob Description

Job Title

SENIOR TREASURY MANAGEMENT OFFICER

Department

TREASURY MANAGEMENT

FLSA Status

EXEMPT

Job Summary

Generate deposit growth and fee income by assisting in the development of new business relationships and expansion of existing relationships through a professional and consultative sales approach. Attain the highest level of client satisfaction, revenue, and profitability. Stay abreast of current products, policies, technology, industry trends and pricing.

Demonstrate a high level of awareness of the Bank’s value proposition, work with sales teams in engaging clients in discussions around products and services holistically.

Duties and Responsibilities

  • Work with sales teams by participating in client/prospect calls and/or engaging directly with clients/prospects to present TM products and services as well as pricing terms. Identify client needs and recommend treasury services to meet those needs.
  • Support client-facing teams to trouble-shoot and answer TM related inquiries.
  • Analyze complex treasury operations; develop, propose, and professionally present comprehensive cash management solutions in response to that analysis.
  • Keep abreast of industry offerings and pricing trends; utilize that knowledge to add value to the Bank’s TM pricing strategies.
  • Educate client-facing teams in the knowledge and use of treasury services.
  • Assist in developing new training courses when new products are introduced.
  • Participate in the client implementation process ensuring accuracy in client documentation and quality of service.
  • Oversee and participate in phone and in field client training
  • Provide technical assistance to new and existing E-Banking and/or TM clients in all E-Banking platforms & TM services.
  • Work with others within TM dept. in establishing project timelines, system requirements, procedural changes & training of new products or services
  • Participate in testing new products and services and provide timely feedback on gaps, performance findings and overall user experience.
  • Perform all other duties as assigned including but not limited to client/bank presentations, operations responsibilities, conversions, implementations, etc.
  • Required to work a minimum of 2 full days in a branch location per week, rotating between locations. Additional travel for in-person training and meetings will also be required.

BSA/AML/ Compliance

Responsibilities

This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program and has a minimum of 5 years Bank compliance exposure.

Qualifications

  • High school diploma or equivalent. College coursework desired.
  • Minimum of 3-5 years of direct experience in Treasury Management Sales and/or Operations including online banking, bill payment system, remote deposit capture, ACH Origination, positive pay, completing proformas, account analysis functionality and bank core processing.
  • Superior problem solving, researching and decision-making skills.
  • Strong ability, desire and enjoyment in working with others as part of a diverse team as well as work independently. Desire to serve and act in the best interest of the customer and effectively manage customer relationships.
  • Must possess excellent communication skills and customer service skills with a high level of professionalism, whether over the phone, in person, or in writing.
  • Must possess excellent judgment, and the ability to accept responsibility and handle confidential information.
  • Strong keyboarding and computer skills. MS Office experience including MS Word, Excel and PowerPoint required.
  • Ability to work independently, set priorities and handle multiple tasks. Must be dependable in completing tasks with strong attention to detail and accuracy.
  • Ability to utilize your own vehicle to drive to/from client or other meetings;
  • Must be willing to be mobile including use of a laptop and email on personal mobile device while working from other locations;
  • Travel to other bank offices may be required
  • Travel to Client locations is required.

Competencies

  • Analytical Skills
  • Customer Service
  • Communications
  • Problem Solving
  • Dependability
  • Adaptability
  • Innovation
  • Initiative
  • Use of Technology
  • Business Ethics
  • Approachability