12 дней назад
Treasury Management Officer III
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Treasury Management Officer III (Treasury Management/Financial Services): Managing and expanding complex client relationships and treasury product solutions with an accent on financial analysis, sales strategy, and risk management. Focus on originating and negotiating non-credit services, quantifying client opportunities, mitigating regulatory and operational risks, and mentoring team members.
Location: In-office role based in Austin, Texas, United States
Company
is a financial services company focused on delivering banking and treasury management solutions to business clients.
What you will do
- Set relationship strategies and direct management activities across a book of business to grow sales, revenue, and market share.
- Acquire, expand, and retain client relationships through treasury management solutions and strategic client engagement.
- Originate, analyze, negotiate, and document non-credit products and services.
- Manage risk and quality across new and existing client relationships, including regulatory, reputational, and operational risks.
- Identify and convert sales opportunities using reporting and sales tools while building senior internal, external, community, and industry relationships.
- Analyze complex treasury products, industry benchmarks, and solution positioning; generate best practices and mentor other team members.
Requirements
- Bachelor's degree or a comparable combination of education, certifications, and experience.
- Typically 8 or more years of industry-relevant experience.
- Experience with client relationship management, customer engagement, financial analysis, prospecting, sales negotiation, and identifying sales opportunities.
- Strong business acumen, communication, decision-making, critical thinking, selling, and technology skills.
- Ability to work in the Austin, Texas office environment.
- Employment visa sponsorship and STEM OPT support are not available.
Culture & Benefits
- In-office workplace with an inclusive and supportive culture.
- Medical, prescription, dental, vision, life insurance, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15 to 25 vacation days depending on career level and service.
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