2 часа назад
Virtual Treasury Management Officer I (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Virtual Treasury Management Officer I (Fintech): Managing and growing treasury management relationships across multiple markets, with an accent on client acquisition, non-credit product sales, and customer engagement. Focus on performing financial analysis, negotiating and documenting services, converting sales opportunities, and mitigating regulatory, reputational, and operational risks.
Location: Based in Pittsburgh, PA or Philadelphia, PA; in-office role
Company
provides banking and treasury management products and services to business clients.
What you will do
- Manage new and existing clients across multiple markets using virtual communication.
- Acquire new clients and grow share of wallet with existing clients.
- Identify customer needs and present treasury management products and services.
- Originate, analyze, negotiate, and document non-credit products and services.
- Use reporting and sales tools to identify and convert opportunities.
- Coordinate with relationship managers and market leaders while managing regulatory, reputational, and operational risks.
Requirements
- Typically requires a bachelor's degree or a comparable combination of education, certification, and experience.
- 3+ years of relevant or direct industry experience.
- Experience with client relationship management, prospecting, sales negotiation, and customer solutions.
- Strong communication, business acumen, decision-making, critical thinking, and prioritization skills.
- Ability to manage client risk and support 's enterprise risk management framework.
- Must be based in Pittsburgh, PA or Philadelphia, PA and work in an office setting.
Culture & Benefits
- Inclusive workplace focused on customer service, collaboration, and employee contribution.
- Medical, prescription drug, dental, and vision coverage options.
- 401(k) match, pension, stock purchase plans, and financial wellness incentives.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
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