Treasury Management Officer
2 weeks ago
About the Role:
We are seeking a skilled Treasury Management Officer to join our team. This role will be responsible for developing and delivering customized treasury solutions to commercial clients, while also enhancing profitability of assigned relationships.
Key Responsibilities:
- Actively call on new and existing commercial clients to develop cash management sales business.
- Monitor and enhance profitability of all assigned relationships.
- Create and evaluate cash management sales proposals and pricing for prospective and existing clients.
- Prepare for pre-proposal discussions to fully understand client needs and shape preferred solutions.
- Directly responsible for management and retention of client's operating business by ensuring client satisfaction with cash management services and increasing portfolio revenue.
- Promote business for the Bank by maintaining up-to-date knowledge of cash management sales programs, products, and services, as well as applicable regulatory and compliance requirements.
- Work closely with service and operational areas of the Bank, third-party vendors, etc., providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes.
- All other duties as assigned and any activities that support the key accountabilities.
Requirements:
- Minimum five years' experience in the banking or financial industry; sales or marketing experience preferred.
- Bachelor's Degree in Business or Finance-related field or equivalent work experience.
- Treasury Management designation preferred (CTP).
- Proven business development and relationship management skills.
- Strong understanding of global treasury management products, services, and trends.
- Above-average computer literacy (Microsoft Office Suite). Ability to become proficient in use of specific software required for position.
- A high level of initiative, thoroughness, accuracy, and confidentiality required.
- Detail-oriented with strong analytical skills.
- Solid oral and written communication, sales, and public relations skills.
Estimated Salary Range: $60,000 - $90,000 per year, depending on location and experience.
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