9 дней назад
VP, Treasury Relationship Manager (Fintech)
120 000 - 140 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Treasury Relationship Manager (Fintech): Driving commercial deposit growth and treasury management revenue by developing client relationships and delivering customized cash-management solutions with an accent on consultative sales, liquidity analysis, and treasury product expertise. Focus on originating middle-market banking relationships, designing pricing proposals, and managing the full sales cycle from prospecting through implementation and ongoing portfolio growth.
Location: HQ - San Diego, California, United States; travel within assigned markets is required to meet clients, prospects, and industry partners.
Salary: $120,000–$140,000 per year. Eligible for discretionary annual cash and restricted stock unit bonus targets of 12.5% each.
Company
provides technology-driven financial tools and services for individuals, small businesses, and companies.
What you will do
- Drive commercial banking sales, deposit growth, and treasury management revenue across assigned industry verticals and target markets.
- Develop new middle-market and commercial banking relationships through direct sales, networking, and consultative business development.
- Assess client cash flow, liquidity, working capital, and operational needs to recommend treasury management solutions.
- Manage the treasury management sales cycle from consultation and pricing through implementation, follow-up, and relationship reviews.
- Partner with lending relationship managers and sales leaders to win operating relationships with companies generating more than $10 million in annual revenue.
- Manage the client portfolio for growth, risk mitigation, referrals, cross-selling, and retention.
Requirements
- Bachelor’s degree in business, finance, accounting, economics, or a related field, or equivalent education and experience.
- At least 5 years of experience in treasury management, commercial banking, business development, cash management, or relationship management.
- Proven success generating commercial deposits, treasury management revenue, and new client relationships through direct sales.
- Strong knowledge of treasury products including ACH, wires, positive pay, lockbox, remote deposit capture, merchant services, fraud prevention, and online banking.
- Experience analyzing cash flow, liquidity, operating accounts, and working capital requirements.
- Strong sales, negotiation, presentation, communication, CRM, Microsoft Office, and portfolio management skills; ability to travel within assigned markets.
Culture & Benefits
- Medical, dental, vision, and life insurance may be available.
- Paid sick leave, three weeks of vacation, and approximately 11 holidays.
- HSA or FSA accounts and other voluntary benefits.
- 401(k) retirement savings plan with employer match and a 529 savings plan.
- Employee mortgage loan program and access to an account with self-directed trading.
- Employment is contingent on credit, criminal background, drug screening, and employment eligibility verification.
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