обновлено 11 дней назад
Treasury Management Officer II - Insurance Coverage (Insurance)
91 000 - 185 900$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Treasury Management Officer II - Insurance Coverage (Insurance): Managing treasury product sales and client relationships for P&C and life insurance carriers with an accent on financial analysis, relationship growth, and risk management. Focus on originating and negotiating non-credit solutions, identifying sales opportunities, and deepening client engagement across complex insurance accounts.
Location: In-office in Pittsburgh, PA; Atlanta, GA; Charlotte, NC; Columbus, OH; or Cleveland, OH
Base salary: $91,000–$185,900 per year, plus incentive eligibility.
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, and market share.
- Acquire, expand, and retain client relationships through treasury product sales and solution positioning.
- Originate, analyze, negotiate, and document non-credit products and services.
- Identify and mitigate regulatory, reputational, operational, and other business risks.
- Provide client insights, quantify opportunities, and increase engagement and loyalty.
- Build internal, external, community, and industry relationships to acquire clients and improve the client experience.
Requirements
- Bachelor’s degree or a comparable combination of education, certifications, and experience.
- 5+ years of industry-relevant experience.
- Experience or knowledge in book-of-business management, client relationship building, customer engagement, financial analysis, and sales opportunity identification.
- Competence in business acumen, critical thinking, communication, prospecting, negotiation, selling, and technology use.
- Ability to work in-office in one of the specified United States locations.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive, supportive, and in-office work environment.
- Medical, prescription, dental, vision, life, and disability coverage options.
- 401(k) matching, pension, stock purchase, and dependent-care benefits.
- Educational assistance, wellness programs, and family support reimbursements.
- Paid holidays, absence days, and 15–25 vacation days depending on career level and service.
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