Treasury Management Specialist

7 days ago


San Francisco, California, United States Amalgamated Bank of NY Full time

At Amalgamated Bank of NY, we're seeking a seasoned Treasury Management Specialist to drive deposit growth and provide top-notch services to our clients.

Salary: $130,000.00 - $150,000.00 (base pay range dependent on factors like training, transferable skills, work experience, business needs, and market demands)

Job Description

This role is all about building and managing relationships with clients, focusing on deposits and cash management. You'll be responsible for developing tailored proposals that meet client needs and help increase the region's market share.

  1. Client Alignment
  • You'll perform tasks in line with the bank's mission, vision, and core values, ensuring excellent service delivery to clients.
Strategic Planning
  • You'll collaborate with the Western Region Director to create plans to achieve regional objectives, including deposit growth, cash management-related fee income, and high customer satisfaction.
Business Development
  • You'll proactively identify and pursue new business opportunities for high-value deposit-centric partnerships to contribute to team goals.
Client Engagement
  • You'll lead the delivery of services to prospects and add value to referral partners within center of influence through direct outreach and relationship building at conferences and events.
  • You'll assist a portfolio of clients in setting up and implementing cash management services through various communication channels.
Knowledge Transfer
  • You'll assist Commercial Bankers and Account Executives in expanding their knowledge of deposit and cash management products.
  • You'll provide subject-matter expertise and support in analyzing and assessing potential treasury management services and solutions.
Risk Assessment
  • You'll collaborate with CBs and AEs to assess risks associated with potential solutions, particularly in complex scenarios.
Client Education
  • You'll inform and instruct clients about the risks and benefits of cash management services.
  • You'll conduct on-site evaluations and client assessments of cash management services.
Market Analysis
  • You'll stay updated with market trends in deposit and cash management, providing analysis and advice to the Regional Manager.
Requirements

We're looking for someone with:

  1. A Bachelor's degree in finance, business, or a related field, or equivalent job experience.
  2. A practical understanding of deposit and treasury products and services commonly used by for-profit and not-for-profit lower-middle and middle-market companies.
  3. Excellent interpersonal and communication skills for success in a business-to-business sales setting.
  4. Strong time management, problem-solving, and project oversight abilities.
  5. BASIC math skills.
  6. A working knowledge of deposit and treasury policies and processes is preferred.
  7. Intermediate computer skills with proficiency in Windows-based office suites, spreadsheet programs, the internet, email, and banking software.
  8. Certification as a Certified Treasury Professional is a plus.


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