Financial Services Relationship Manager
3 weeks ago
About the Position
This is an exciting opportunity to join our team as a Treasury Sales Solution Specialist. As a key member of our business services team, you will be responsible for supporting business members, municipalities, and non-profits with their cash flow needs.
Key Responsibilities
- Serve as the primary contact for business members, managing relationships and ensuring compliance with all relevant regulations.
- Build and manage strong relationships with municipalities and Money Service Businesses (MSBs) through in-person visits and addressing their unique cash flow requirements and regulatory standards.
- Collaborate with departments such as Accounting, Lending, Electronic Services, IT, Retail, Business Systems, and Risk Management to ensure seamless service delivery and meet member requirements.
- Conduct in-person visits to business members and municipalities to identify needs, provide solutions, and establish rapport, focusing on retention and relationship building.
- Develop and manage a comprehensive suite of cash management and treasury services, including system infrastructure, pricing recommendations, and both internal and member education.
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