Treasury Advisor
4 weeks ago
The Treasury Advisor - Private Bank will provide support to Private Bank Relationship Managers and teams with accountability for briefing memos, account plans and Pitch Books, while ensuring coordination among product partners, Relationship Managers and other internal partners to develop client solutions. This role will be a conduit for all client-facing and internal digital treasury management operational needs.
Key Responsibilities
- Work with the Relationship Manager on client proposals including Treasury solutions, cost/benefit analysis, pricing and profitability models, etc.
- Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research.
- Understand clients' Treasury cash management structure and objectives.
- Coordinate with product partners to develop comprehensive Treasury solutions.
- Develop and understand competitors' products and positioning within the client & market.
- Serves as the main point of contact for Treasury Solutions, while simultaneously coordinating with appropriate internal implementation teams to fulfill the client's need.
- Mastering the bank's digital and treasury platforms and how they benefit the client, including but not limited to: Corporate Online Banking, Foreign Exchange Online (Currency purchasing, FX, wires, etc.), Remote Deposit Capture, Lockbox, Wire Transfers, ACH, Bill Payment, Payment Transmissions (Swift, BAI2 Files, etc.), Automatic File Reconciliation and Positive Pay.
- Works closely with Product Team to identify gaps in client-facing technology, etc.
- 3+ years experience in treasury sales/support or similar financial services products with business banking or private bank clients.
- Bachelor's degree preferred.
- Strong written and verbal communication skills with capability to lead effective meetings with clients and internal business partners.
- Strong level of competency with virtual meeting tools, internal systems and ability to learn and apply new technology.
The salary range for this position is $100,000 - $140,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. Citizens offers competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
-
Treasury Advisor
4 weeks ago
San Francisco, California, United States Citizens Financial Group, Inc. Full timeTreasury Solutions Role OverviewCitizens Financial Group, Inc. is seeking a skilled Treasury Advisor to join our team. As a key member of our Private Bank, you will provide expert support to Relationship Managers and teams, ensuring seamless coordination among product partners, Relationship Managers, and internal partners to develop client solutions.This...
-
Treasury Product and Business Banking Consultant
4 weeks ago
San Francisco, California, United States Citizens Full timeJob SummaryAs a Private Bank Treasury Advisor at Citizens, you will play a crucial role in providing support to Private Bank Relationship Managers and teams. Your primary responsibility will be to develop client solutions, ensuring coordination among product partners, Relationship Managers, and other internal partners.Key Responsibilities:Work with...
-
Digital Banking Advisor
4 weeks ago
San Francisco, California, United States Citizens Full timeJob DescriptionJob Title: Private Bank Digital Banking AdvisorJob Summary: We are seeking a highly skilled Digital Banking Advisor to join our team at Citizens Private Bank. As a Digital Banking Advisor, you will be responsible for working closely with Preferred Bankers and Relationship Managers to prospect, build, and strengthen client relationships with...
-
Digital Banking Advisor
4 weeks ago
San Francisco, California, United States Citizens Financial Group, Inc. Full timeDigital Banking Advisor Job DescriptionIn your role as a Digital Banking Advisor with Citizens Private Bank, you will be able to work closely with Preferred Bankers and Relationship Managers to prospect, build, and strengthen client relationships with digital banking expertise. Digital Banking Associates are leveraged throughout the bank as client-facing...
-
Account Executive, BaaS Product Sales Specialist
4 weeks ago
San Francisco, California, United States Stripe Full timeAbout the RoleWe are seeking a highly skilled Account Executive to join our BaaS Product Sales team at Stripe. As a key member of our team, you will be responsible for driving revenue growth, increasing attach rates, and acquiring new clients across a range of customers, including SMBs, startups, and digital natives.You will collaborate with product,...
-
Corporate Counsel, Director
1 month ago
San Francisco, California, United States Brex Full timeAbout BrexBrex is the AI-powered spend platform that helps companies spend with confidence. We provide integrated corporate cards, banking, and global payments, along with intuitive software for travel and expenses.Our platform is used by tens of thousands of companies, from startups to enterprises, including DoorDash, Flexport, and Compass. We help these...
-
Fixed Income Client Service Specialist
4 weeks ago
San Diego, California, United States PIMCO Full timeAbout the RolePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become...
-
Treasury Product and Business Banking Consultant
2 weeks ago
SAN FRANCISCO, United States Citizens Full timeDescriptionAs the Private Bank Treasury Advisor you will provide support to Private Bank Relationship Managers and teams with accountability for briefing memos, account plans and Pitch Books, while ensuring coordination among product partners, Relationship Managers and other internal partners to develop client solutions. This role will be a conduit for all...
-
Private Bank Digital Banking Advisor
2 weeks ago
SAN FRANCISCO, United States Citizens Full timeDescriptionIn your role as a Digital Banking Advisor with Citizens Private Bank, you will be able to work closely with Preferred Bankers and Relationship Managers to prospect, build, and strengthen client relationships with digital banking expertise. Digital Banking Associates are leveraged throughout the bank as client-facing experts on all digital treasury...
-
Director of Accounting
4 days ago
san francisco, United States Robert Half Full timeDescriptionReach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a rapidly expanding company with a strong legacy in the leasing industry. Our client partners with renowned shipping lines and logistics providers worldwide, offering a vibrant international presence and an exceptional work culture. You’ll...
-
Banking Advisor
6 months ago
San Francisco, United States Northern Trust Corporation Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our...
-
Director of Accounting
1 week ago
San Francisco, CA, United States Robert Half Full timeDescriptionReach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a rapidly expanding company with a strong legacy in the leasing industry. Our client partners with renowned shipping lines and logistics providers worldwide, offering a vibrant international presence and an exceptional work culture. You’ll...
-
Chief Financial Officer
4 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeChief Financial Officer - Strategic LeaderCreative Financial Staffing is seeking a seasoned Chief Financial Officer to lead our client's financial strategy and operations. As a key member of the executive leadership team, you will oversee all financial activities, strategic planning, and financial growth of the organization.Key Responsibilities:Lead and...
-
Director of Treasury
3 weeks ago
San Antonio, United States Howard Energy Partners Full timeDuties/Responsibilities: Manage the company's liquidity, identifying financing options when required to fund strategy and initiatives. Ensure compliance in accordance with various credit agreements and debt indentures, including tracking restrictive covenants and ensuring reporting requirements are met. Oversee daily cash operations, including determining...
-
VP of Finance
2 months ago
South San Francisco, United States Alumis Inc. Full timeJob Description Alumis Inc is a precision medicines company with the mission to transform the lives of patients with autoimmune diseases. Even with treatment innovations of the last two decades, many patients with immunologic conditions continue to suffer – our goal is to fundamentally change the outcomes for these patients. We are seeking a Vice...
-
Chief Financial Officer
2 months ago
San Antonio, United States Creative Financial Staffing Full timeChief Financial Officer (CFO) We are seeking a highly accomplished and dynamic Chief Financial Officer (CFO) to lead our client's financial strategy and operations for one of San Antonio's most well-known companies. As the CFO, you will be a key member of the executive leadership team, responsible for overseeing all financial activities, strategic planning,...
-
San Francisco, United States GEICO Full timePosition SummaryGEICO is seeking an experienced Core Financials Solution Architect to provide expertise and guidance in supporting the Accounting and Financial Operations departments. This individual must have strong functional and technical Finance Systems background to partner with the Business to have effective discussions to drive process and systems...
-
Corporate Tax Manager
4 weeks ago
San Antonio, Texas, United States C.H. Guenther & Son Full timeJob Title: Corporate Tax ManagerThe Corporate Tax Manager will play a critical role in managing the financial aspects of the company's operations, with a specific focus on tax compliance. This individual will be responsible for ensuring compliance with tax laws and regulations, developing and implementing strategies to mitigate financial risks. The ideal...
-
Senior Finance Manager
2 months ago
san jose, United States Silq Full timeThe CompanySilq is a well-capitalized Series A supply chain startup backed by leading investors such as F Prime Capital. SILQ’s core mission is to simplify global trade and create a cost-effective and sustainable supply chain. Silq combines industry-leading software, proprietary data, and deep industry experience to deliver inspection and shipping services...
-
Senior Finance Manager
4 weeks ago
san jose, United States Silq Full timeThe CompanySilq is a well-capitalized Series A supply chain startup backed by leading investors such as F Prime Capital. SILQ’s core mission is to simplify global trade and create a cost-effective and sustainable supply chain. Silq combines industry-leading software, proprietary data, and deep industry experience to deliver inspection and shipping services...
-
Senior Finance Manager
2 months ago
San Jose, United States Silq Full timeThe CompanySilq is a well-capitalized Series A supply chain startup backed by leading investors such as F Prime Capital. SILQ’s core mission is to simplify global trade and create a cost-effective and sustainable supply chain. Silq combines industry-leading software, proprietary data, and deep industry experience to deliver inspection and shipping services...
-
Finance Manager
2 months ago
San Juan, United States Creative Financial Staffing Full timeThe Finance Manager team provides timely and accurate financial and management information, reporting solutions, and operational support to maintain the high standard of service offered to our internal and external clients. The Finance team is comprised of Business Intelligence, Financial Planning and Analysis, Finance Systems, Finance Operations, Group...
-
Sr. Relationship Manager
6 months ago
San Diego, United States Bank of America Full timeDescription : This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and...
-
Corporate Tax Manager
3 weeks ago
San Antonio, United States Vaco Full timeCOMPANY PROFILE: Well established, growth focused global food manufacturer based in San Antonio OUTSTANDING COMPENSATION AND BENEFITS: Base $140K $19K target bonus Company subsidized medical insurance with 3 plans to choose from; dental, vision, HSA 100% company paid basic life, AD&D, LTD, and STD 9 paid holidays, 3 weeks' vacation/year 401K...
-
Chief Financial Officer
4 weeks ago
San Antonio, Texas, United States Howard Energy Partners Full timeJob DescriptionJob Title: Director of TreasuryCompany: Howard Energy PartnersLocation: Not specifiedJob Type: Full-timeJob Category: Finance & AccountingAbout Us: Howard Energy Partners is a leading energy company that operates in the oil and gas industry.Key ResponsibilitiesManage Liquidity: Oversee the company's liquidity, identifying financing options...
-
Business Systems Analyst IV
2 weeks ago
San Diego, United States Navy Federal Credit Union Full timeOverviewTo research, evaluate, design, implement, and maintain system and product solutions, applying expert knowledge of engineering principles. Lead the coordination of activities between multiple disciplines within the business and vendors on both technical and non-technical issues pertaining to Salesforce, nCino tailored to the financial service...