4 дня назад
Treasury Management Officer II
91 000 - 185 900$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Treasury Management Officer II (Treasury Management and Financial Services): Managing and expanding client relationships for treasury products and services with an accent on financial analysis, sales growth, and customer engagement. Focus on originating and negotiating non-credit solutions, identifying and mitigating regulatory and operational risks, and converting treasury management opportunities.
Location: In-office role based in Pittsburgh, PA; Atlanta, GA; Charlotte, NC; Columbus, OH; or Cleveland, OH, United States
Base salary: $91,000–$185,900 per year, plus incentive-eligible compensation
Company
is a financial services company serving customers through banking and treasury management products.
What you will do
- Manage new and existing client relationships within a book of business to grow sales, revenue, and market share.
- Acquire, expand, and retain client relationships while originating, analyzing, negotiating, and documenting non-credit treasury products and services.
- Assess and mitigate regulatory, reputational, operational, and other risks associated with client activities.
- Provide treasury management insights and tailored solutions based on client needs and financial objectives.
- Build internal, external, community, and industry relationships to acquire clients and improve the customer experience.
- Use reporting and sales tools to identify and convert opportunities, including product positioning and industry benchmarking.
Requirements
- Bachelor’s degree or an equivalent combination of education, certifications, and experience.
- 5+ years of industry-relevant experience.
- Experience with book-of-business management, client relationship building, customer engagement, financial analysis, and sales opportunity identification.
- Strong business acumen, communication, prospecting, negotiation, selling, decision-making, critical-thinking, and technology skills.
- Must work in an in-office setting at one of the listed United States locations.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive workplace focused on customer service, collaboration, respect, and employee contribution.
- Medical, prescription, dental, vision, life, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, dependent care support, and family-related reimbursements.
- Educational assistance, including select fully paid programs, plus wellness incentives.
- Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.
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