Treasury Management Advisor I

Location: Columbus, OH; office-based role. Applicants must be currently authorized to work full-time in the United States; immigration sponsorship is not available.

Company

hirify.global provides banking and financial services.

What you will do

• Acquire and develop profitable treasury management relationships.
• Retain and deepen existing customer relationships through proactive account management.
• Prospect for new opportunities, prepare customer proposals, and support product pricing and structuring.
• Build internal relationships with regional partners and relationship managers to generate treasury management opportunities.
• Cross-sell bank products and monitor competitor offerings to identify product improvement opportunities.
• Manage banker relationships, sales pipelines, relationship plans, joint calls, and weekly and monthly sales reporting.

Requirements

• At least 3 years of financial services experience.
• Bachelor's degree, or an additional 4 years of financial services experience in lieu of a degree.
• Current full-time work authorization in the United States.
• Strong verbal and written communication skills.

Nice to have

• Three or more years of treasury management experience.

Culture & Benefits

• Office workplace with in-person collaboration.
• Certain positions may offer flexible work arrangements combining office and work-from-home schedules; the specific arrangement is determined by the hiring team.
• Exempt position and not eligible for overtime pay.