Treasury Management Solutions Specialist

2 weeks ago


Livermore, California, United States Fremont Bancorporation Full time
Treasury Management Solutions Specialist

Fremont Bank, a leading financial institution in the Bay Area, is seeking a highly skilled Treasury Management Solutions Specialist to join its team. As a key member of the bank's treasury management team, you will be responsible for developing new business and expanding existing relationships by directing sales efforts.

Key Responsibilities:

  • Partner with Branch Managers to identify and develop treasury management solutions for clients and prospects
  • Conduct needs analysis to develop proposed service solutions through sales presentations and business development efforts
  • Manage existing business client relationships and increase value through relationship deepening
  • Execute strategic market-based sales plans to target prospects and existing clients
  • Meet or exceed sales revenue and proposal goals
  • Maintain current knowledge of all treasury management products and services offered
  • Promptly escalate any potential fraud or loss situations
  • Adhere to all Bank Policies and procedures

Requirements:

  • Bachelor's Degree or equivalent combination of training and related experience
  • 3 years of experience in financial services, including a minimum of 2 years Treasury Management or related area
  • Proven selling and negotiation skills; Sales and marketing aptitude
  • Strong working relationships with clients, prospects, and colleagues with an ability to articulate complex ideas and solutions
  • Ability to interpret business financial statements, including working capital and cash conversion cycle
  • Ability to use various PC and internet-based systems, including Word, PowerPoint, and Excel
  • Strong verbal and written communication skills; Strong presentation skills
  • Ability to travel to various locations throughout the assigned geographic territory
  • Strong time management, organizational, and planning skills
  • Ability to work independently and have strong acumen for business and relationship development

About Fremont Bank:

Fremont Bank, founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2023 and for the past thirteen consecutive years, Fremont Bank is committed to providing exceptional service and innovative solutions to its clients.



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