Current jobs related to Treasury Management Sales Analyst - San Antonio - Vantage Bank Texas

  • Treasury Management Specialist

    4 weeks ago

    San Antonio, Texas, United States THIRD COAST BANK Full time

    Job SummaryThe Treasury Management Analyst plays a vital role in supporting the Treasury Management Department's daily operations. This position is responsible for monitoring reports, completing annual client risk assessments, and providing documentation for internal and external audits. The successful candidate will work closely with other treasury business...

  • Treasury Analyst

    4 days ago

    San Francisco, California, United States GoodLeap Full time

    About GoodLeap:GoodLeap is a technology company that delivers innovative financing and software solutions for sustainable energy and home improvement projects.Our platform has facilitated over $27 billion in financing for sustainable solutions since 2018.We are proud to support our award-winning nonprofit, GivePower, which is building and deploying...

  • Treasury Analyst

    1 week ago

    San Francisco, California, United States GoodLeap Full time

    About GoodLeap:GoodLeap is a technology company that delivers innovative financing and software solutions for sustainable energy products, including solar panels, energy-efficient HVAC systems, and more.Our platform has facilitated over $27 billion in financing for sustainable solutions since 2018, making us a leader in the industry.We are proud to support...

  • Treasury Analyst

    4 weeks ago

    San Diego, California, United States BioMed Realty Full time

    About the RoleBioMed Realty is seeking a highly skilled Treasury Analyst/Senior Treasury Analyst to join our Corporate Accounting Team. This dynamic position offers the opportunity to collaborate with various departments and engage with team members at all levels of the organization.Key ResponsibilitiesPerform day-to-day cash management functions, including...

  • Treasury Analyst

    4 weeks ago

    San Francisco, California, United States GoodLeap Full time

    About GoodLeapGoodLeap is a leading technology company that delivers innovative financing and software solutions for sustainable solutions, including solar panels, batteries, energy-efficient HVAC, heat pumps, roofing, windows, and more. Our platform has enabled over 1 million homeowners to benefit from our simple, fast, and frictionless technology, making...

  • Treasury Analyst

    2 weeks ago

    San Diego, California, United States BioMed Realty Full time

    About the RoleBioMed Realty is seeking a highly skilled Treasury Analyst/Senior Treasury Analyst to join our Corporate Accounting Team. This dynamic position offers the opportunity to collaborate with various departments and engage with team members at all levels of the organization.Key ResponsibilitiesPerform daily cash management functions, including...

  • Treasury Management Sales Officer

    4 days ago

    San Antonio, Texas, United States Gpac Full time

    Treasury Management Sales Officer Job DescriptionThis role is responsible for developing new business and enhancing relationships by meeting the product and service needs of clients and prospects. The sales process involves analyzing cash flow and operations, structuring client-specific treasury management solutions, and formulating sales and presentation...

  • Treasury Sales Group Manager

    1 month ago

    San Francisco, United States JPMorgan Chase & Co. Full time

    Are you customer focused, enjoy building relationships and leading a team? You have found the right team.As a Treasury Sales Group Manager in the Commercial Bank, you will lead and develop Treasury Management Officers, Associates and our Analyst group. You will play a key part in delivering an exceptional experience for clients while mitigating risk and...

  • Treasury Financial Analyst

    3 days ago

    San Diego, California, United States BioMed Realty Full time

    Key ResponsibilitiesBioMed Realty is seeking a highly skilled Treasury Analyst / Senior Treasury Analyst to support and manage a wide range of treasury functions. Reporting directly to the Director of Treasury, this dynamic position offers the opportunity to collaborate with various departments and engage with team members at all levels of the...

  • Treasury Financial Analyst

    3 days ago

    San Diego, California, United States BioMed Realty Full time

    BioMed Realty is seeking a highly skilled Treasury Analyst / Senior Treasury Analyst to support and manage a wide range of treasury functions.This dynamic position offers the opportunity to collaborate with various departments and engage with team members at all levels of the organization.The ideal candidate will have experience with derivatives, liquidity...

  • Treasury Analyst

    1 month ago

    San Marcos, California, United States Hunter Industries Full time

    About This Role:The Treasury Analyst is a key member of our finance team, responsible for the efficient management of cash receipts and disbursements. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.Key Responsibilities:Liaise with banks to ensure seamless service and...

  • Treasury Analyst

    1 week ago

    San Diego, California, United States BioMed Realty Full time

    About the RoleBioMed Realty is seeking a highly skilled Treasury Analyst to join our Corporate Accounting Team. As a key member of the team, you will play a vital role in supporting and managing a wide range of treasury functions, including cash management, debt and derivative reporting, and financial analysis.This is a dynamic position that offers the...

  • Cash Management Treasury Analyst

    3 days ago

    San Jose, California, United States Bill Full time

    Senior Treasury Analyst Job DescriptionBILL is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can thrive.Our company is connected to a network of millions of members, so businesses can pay or get paid faster. Through our automated...

  • Treasury Sales Officer II

    1 month ago

    San Francisco, California, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled Treasury Sales Officer II to join our team at Bank of America. As a key member of our Private Bank, you will be responsible for delivering integrated treasury solutions to our clients.Key ResponsibilitiesDrive responsible revenue and balance sheet growth, profitability improvement, client calling and planning,...

  • Treasury Sales Officer II

    2 weeks ago

    San Francisco, California, United States Bank of America Full time

    About the RoleAt Bank of America, we are driven by a shared purpose to help make financial lives better through the power of every connection. As a Treasury Sales Officer II, you will play a critical role in delivering integrated treasury solutions to our Private Bank clients.Key ResponsibilitiesDrive responsible revenue and balance sheet growth,...

  • Treasury Analyst

    4 days ago

    San Diego, California, United States BioMed Realty Full time

    BioMed Realty is seeking a highly skilled Treasury Analyst to support and manage a wide range of treasury functions. Reporting directly to the Director of Treasury, this position offers the opportunity to collaborate with various departments and engage with team members at all levels of the organization.This position offers a hybrid work model, which...

  • Treasury Analyst

    1 week ago

    San Diego, California, United States BioMed Realty Full time

    About the RoleBioMed Realty is seeking a highly skilled Treasury Analyst to join our Corporate Accounting Team. As a key member of our team, you will play a vital role in supporting and managing a wide range of treasury functions.This position offers a hybrid work model, which includes 4 days in office and 1 day remotely. Hybrid work may be modified based on...

  • Senior Treasury Analyst

    3 days ago

    San Jose, California, United States Bill Full time

    Job DescriptionAt Bill, we're seeking a highly skilled Senior Treasury Analyst to join our team. As a champion of small and mid-size businesses, we're dedicated to automating the future of finance, and we need your expertise to help us succeed.As a Senior Treasury Analyst, you'll be responsible for overseeing daily operational activities, including cash and...

  • Senior Treasury Analyst

    2 weeks ago

    San Jose, California, United States Bill Full time

    Join Our Team as a Senior Treasury AnalystBILL is a leader in financial automation software for small and mid-size businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and...

  • Treasury Management Sales Specialist

    3 weeks ago

    San Francisco, California, United States City National Bank Full time

    Treasury Management Sales SpecialistJoin City National Bank, a leading financial institution, as a Treasury Management Sales Specialist. In this role, you will be responsible for developing and executing sales strategies to promote treasury management products and services to new and existing clients.Key Responsibilities:Conduct customer needs analysis and...

Treasury Management Sales Analyst

3 months ago

San Antonio, United States Vantage Bank Texas Full time

Description JOB CLASSIFICATION Full / Part-time: Full-time Hours Per Week: 40 Location: 45 NE Loop 410, Suite 500 San Antonio, TX 78216 The Treasury Sales Analyst is an assertive, sales focused individual supporting Treasury Management Sales Officers and their sales of Treasury Management solutions to Vantage Bank’s Commercial and Retail clients and prospects. This individual must possess strong computer skills to assist with sales management, presentations, reporting, product and solution documents, and modules for analyzing revenue and profitability, pricing, etc. Treasury Analyst may evaluate referrals from Retail colleagues in our branches and call center, follow up accordingly to deliver new services/revenue, and coordinate to ensure Retail colleagues understand the Vantage Bank’s Treasury Management solution set and the appropriate positioning thereof to Retail clients and prospects. Will serve as a back-up to the Treasury Management Sales Team for issue and escalation and resolution. The role is intended to provide the individual the development of professional skills, business acumen, and financial industry knowledge to become a Treasury Management Sales Officer. PRIMARY DUTIES & RESPONSIBILIES · Provides client support and product knowledge in relation to treasury management services. · Responsible for problem solving, and resolution of treasury management issues with prospects and clients. · Prepare and ensure proper execution of onboarding documentation for Treasury Management solutions to clients/prospects. · Support Treasury Management Sales Officers with sales management, presentation, reports, collateral review and design, product review and enhancements, portfolio, revenue, profitability, and pricing, and other duties as requested. · Review and respond to referrals from Retail colleagues requiring a fast-paced analysis and professional communication to deliver new revenue and manage expectations of Retail clients, prospects and colleagues. · May support the sale of Treasury Management solutions referred by Retail staff. · Prepare and ensure proper execution of onboarding documentation for Treasury Management solutions to clients/prospects. · Support the Vantage Bank’s Treasury Management Sales Team across its sales efforts. · Prepare and ensure execution of all Treasury Management on-boarding documents. · Monitor implementation from beginning to end to ensure deadlines are met and client expectation is met or exceeded. · Assist TM Sales Officer in the review of the first account analysis statement to ensure the client is charged for all implemented services. · Assist with management of relationships including but not limited to renewals of limits for RDC and ACH exposure, resolving service issues, training clients/prospects in the use of Treasury Management solutions, and direct communication with client/prospects in coordination with colleagues across Vantage Bank. Requirements · 1-3 years’ experience in Treasury Management Services or equivalent banking experience with degree or 3 years as Banking Center Manager or Relationship Banker. · Demonstrated willingness to learn, implement feedback, and take action. · Ability to develop working relationships with clients/prospects and colleagues. · Ability to work independently. · Excellent verbal and written communication skills · Strong time management, organizational, planning and customer skills. · Strategic thinking skills. · Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint, and Excel. · Ability to create proformas and understand formulas involved in analysis · Excellent presentation skills to develop customized presentations for internal and external use. · Excellent PC skills using spreadsheet and word processing software. · Demonstrated resourcefulness and ability to research issues and conflicts for best resolutions.

#J-18808-Ljbffr