Treasury Management Officer
3 weeks ago
Job Purpose and Skills: The primary focus of the Treasury Management Officer is to identify, develop and build long-term relationships that motivate and provide value, thus growing business with INSBANK. This role will be responsible for new business development by structuring solutions, presenting recommendations, and promoting INSBANK deposit and treasury management solutions. Performance of the duties requires strong attention to details, organization, tactful presentation, excellent communication and customer service, and in-depth knowledge of Commercial Banking and Treasury Management solutions. Developing, motivating and influencing others become important when fostering sound relationships. Direct contact and support with the business and its key deposit and treasury personnel is required. Duties and Responsibilities: New Business Development Identify and develop new commercial business relationships through outside calling, networking functions and community events. Liaison with Relationship Managers to increase commercial client base through consistent sales calling efforts. Support sales efforts on new or prospective customers with presentations, pricing analysis, pro-forma generation, pre-call preparation, and analysis of account structures. Drive Treasury Management product usage. Enhance Client Experience Work with RMs, CLCs and Treasury team to provide a superior onboarding/transition process for commercial clients. Assist with client documentation and setup process as needed. Prepare and analyze relationship reviews for existing clients. Identifies cross-sell opportunities, anticipates future needs and areas of improvement for overall relationships. Provide a high level of client service. Other Key Job Functions: Set priorities, plan workloads, meet deadlines and achieve objectives through the efficient use of time and resources Ability to analyze bank statements, analysis statements, service agreements and documentation Provide internal pricing recommendations and manage the overall analysis setup Act as a liaison between the Commercial Banking team and Deposit Operations Strong working relationships across entire bank Participate in bank committees as assigned Assist in marketing efforts and bank events Adhere to all regulatory, bank and department personnel policies and procedures Perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required. Required Knowledge, Skills and Abilities: 5+ years of commercial banking sales experience with in-depth knowledge of Treasury Management solutions Comprehensive understanding of Treasury Management products now and where they are heading in the future Certified Treasury Professional (CTP), or willingness to achieve certification upon hiring Excellent leadership and influencing skills Excellent verbal and written communication skills Ability to maintain strictest level of confidentiality Computer proficiency with Microsoft Office Suite of Products
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Treasury Officer
2 months ago
New York, New York, United States Swiss Re Full timeWe have an opportunity on our global Cash Management team that may be right for you. Read on if you are interested in managing and monitoring cash management accounts, investment and operational transactions and coordinating short-term investment transactions About the Role This role ensures adequate liquidity availability as well as preparing cash flow...
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Treasury Senior Analyst or Manager
1 week ago
New York, New York, United States Brookfield Asset Management Full timePosition Overview Brookfield Asset Management is seeking a dedicated professional to join our Finance and Operations team in a role that transcends traditional treasury functions. This position encompasses significant involvement in fund operations, process enhancement, and systems integration. Key Responsibilities: Support credit facility operations,...
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Treasury Portfolio Manager
1 week ago
New York, United States INSBANK Full timeJob Purpose and Skills: The Treasury Portfolio Manager (TPM) is responsible for managing the day-to-day commercial deposit relationships of key business clients. The role will individually perform client calls and support the sales/service efforts of the Treasury Management department by interacting closely with RMs/TM team to identify the ongoing needs of...
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Treasury Sales Officer II
1 month ago
New York, United States Bank of America Full timeDescription : At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts,...
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Treasury Sales Officer II
2 weeks ago
New York, New York, United States Bank of America Full timeAbout the RoleAt Bank of America, we are dedicated to turning technology advances into treasury solutions for our clients globally. We are seeking a highly motivated and self-starting Treasury Sales Officer II to advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card...
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Treasury Sales Officer II
2 weeks ago
New York, United States Bank of America Full timeDescription : At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts,...
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Product Manager
2 months ago
New York, New York, United States Modern Treasury Full timeOVERVIEW We are looking for an experienced Product Manager to join our team building our Reconciliation product.In this role, you will work closely with the core reconciliation engineering team to build a robust, scalable, fast, and feature-rich system capable of reconciling any type of financial transaction.You will build the most powerful reconciliation...
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Treasury Officer, Reporting and Analytics
1 month ago
New York, United States Asian Infrastructure Investment Bank Full timeTreasury Officer, Reporting and Analytics The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 109 approved members worldwide. We are capitalized...
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Treasury Management Sales Consultant
2 weeks ago
New York, New York, United States Hispanic Technology Executive Council Full timePosition Overview:As a Deposit & Treasury Management Sales Consultant within the Hispanic Technology Executive Council, you will collaborate closely with Private Banker teams in your designated area to drive new business opportunities and enhance relationships with existing clients. Your role will involve consulting with clients to identify their Deposit &...
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Tax and Treasury Manager
2 weeks ago
New York, United States UGE International Full timeJob DescriptionJob DescriptionSalary: UGE develops, owns, and operates community and commercial solar and energy storage projects in the United States. With over a decade of experience in the industry, we are on the front lines, working to accelerate the transition to clean, reliable energy.The Tax and Treasury Manager will have the overall responsibility...
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Tax and Treasury Manager
7 days ago
New York, United States UGE International Full timeJob DescriptionJob DescriptionSalary: UGE develops, owns, and operates community and commercial solar and energy storage projects in the United States. With over a decade of experience in the industry, we are on the front lines, working to accelerate the transition to clean, reliable energy.The Tax and Treasury Manager will have the overall responsibility...
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Senior Treasury Analyst
1 month ago
New York, United States Forum Group Connecticut, LLC Full timeSenior Treasury Analyst needed for rapidly growing global trading firm in the heart of NYC, known for its innovation in the energy trading sector. With four new offices opened in just the past two years, our firm continues to expand while our competitors remain stagnant. We pride ourselves on fostering a collaborative and supportive environment, where top...
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Treasury Operations Manager
1 week ago
New York, New York, United States Welltower Full timePOSITION OVERVIEW As a Treasury Operations Manager at Welltower, you will be instrumental in enhancing treasury functions across Welltower's Senior Housing Operating platform. The ideal candidate will have a robust background in banking, treasury management, and Yardi, along with a proven history of improving efficiency and effectiveness in cash...
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Treasury Operations Manager
1 week ago
New York, New York, United States Welltower Full timeSUMMARY In the role of Treasury Operations Manager at Welltower, you will be instrumental in enhancing treasury functions across the Senior Housing Operating platform. The successful candidate will have a robust background in banking, treasury operations, and Yardi, along with a demonstrated history of improving efficiency and effectiveness in cash...
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Treasury Operations Manager
1 week ago
New York, New York, United States Welltower Full timeSUMMARY As a Treasury Operations Manager at Welltower, you will be instrumental in enhancing treasury functions across Welltower's Senior Housing Operating platform. The successful candidate will have a robust background in banking, treasury management, Yardi, and a proven history of improving efficiency and effectiveness in cash management practices. ...
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Treasury Officer, Reporting and Analytics
4 weeks ago
New York City, United States Asian Infrastructure Investment Bank Full timeTreasury Officer, Reporting and Analytics The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 109 approved members worldwide. We are capitalized...
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Treasury Operations Manager
2 weeks ago
New York, New York, United States Publicis Re:Sources Global Full timeJob DescriptionCompany OverviewPublicis Re:Sources serves as the essential support system for Publicis Groupe, the world's third-largest communications conglomerate. Established in 1998, we have expanded from a small team to over 5,000 professionals, delivering services to a global network of esteemed advertising, public relations, media, healthcare, and...
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Director, Treasury
1 week ago
New York, New York, United States Vena Full timeAbout the RoleVena is seeking a seasoned Treasury Director to join its Finance leadership team. This critical role will partner with key stakeholders in the Finance organization to lead the Company's Treasury function, including cash management, forecasting, banking administration, credit compliance reporting, insurance, and other treasury-related...
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Client Relationship Officer
1 week ago
New York, New York, United States Bank of America Full timePosition Overview At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, which shapes our operations and our commitment to clients, colleagues, communities, and shareholders alike. A crucial aspect of our Responsible Growth strategy is fostering a supportive work environment...
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Product Design Lead
1 month ago
New York, United States Modern Treasury Full timeOVERVIEW We are seeking an experienced Product Design Lead to join our team. This role is perfect for a player-coach who thrives in a hands-on design environment while also excelling in leadership and mentorship. As a Product Design Lead, you will balance individual contributor (IC) work with team management, hiring and guiding a small but talented group of...