5 дней назад
Treasury Management Officer II
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Treasury Management Officer II (Treasury Management/Financial Services): Managing and expanding client relationships while originating, analyzing, negotiating, and documenting treasury management products with an accent on customer engagement, financial analysis, and sales growth. Focus on identifying and converting sales opportunities, quantifying client needs, and managing regulatory, reputational, and operational risks.
Location: In-office role based in Philadelphia, Berwyn, or Horsham, Pennsylvania, United States
Company
is a financial services company providing banking and treasury management solutions to business clients.
What you will do
- Coordinate relationship management activities across a book of business to grow sales, revenue, market share, and client loyalty.
- Acquire, expand, and retain client relationships while originating, analyzing, negotiating, and documenting non-credit products and services.
- Identify client opportunities and provide treasury product insights, industry benchmarking, and solution positioning.
- Use reporting and sales tools to identify and convert new business opportunities.
- Manage regulatory, reputational, operational, and other risks while maintaining solution quality.
- Build internal, external, community, and industry relationships to strengthen client engagement.
Requirements
- Bachelor’s degree or a comparable combination of education, job-specific certifications, and experience.
- 5+ years of industry-relevant experience.
- Experience with client relationship management, customer engagement, financial analysis, and identifying sales opportunities.
- Business acumen, effective communication, critical thinking, prospecting, negotiation, selling, and industry knowledge.
- Ability to work in the office in Philadelphia, Berwyn, or Horsham, Pennsylvania.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive workplace focused on customer needs, respect, collaboration, and employee contribution.
- Medical, prescription, dental, vision, life insurance, disability protection, and Health Savings Account options.
- 401(k) matching, pension, stock purchase plans, dependent care support, and educational assistance.
- Wellness programs with financial incentives and family support benefits.
- Paid holidays, occasional absence days, parental leave, and 15 to 25 vacation days depending on career level and service.
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