5 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): Directing client relationship strategies and sales activities for complex treasury management needs with an accent on financial analysis, non-credit product origination, and risk management. Focus on acquiring, expanding, and retaining client relationships, quantifying opportunities, and positioning treasury solutions through strategic client engagement.
Location: Phoenix, Arizona, United States; in-office
Company
is a banking and financial services company providing treasury management products and services to business clients.
What you will do
- Set relationship strategies and direct management activities for new and existing clients across a book of business.
- Acquire, expand, and retain client relationships to grow revenue and share of wallet.
- Originate, analyze, negotiate, and document non-credit treasury products and services.
- Manage regulatory, reputational, operational, and other risks while maintaining quality for client relationships.
- Provide treasury product ideas, industry benchmarking, and solutions positioning based on client needs.
- Build senior internal and external networks, identify sales opportunities, and mentor other team members.
Requirements
- Bachelor’s degree or a comparable combination of education, job-specific certifications, and experience.
- Typically 8+ years of relevant industry experience.
- Experience with book-of-business management, client relationship building, customer engagement, financial analysis, prospecting, and sales opportunities.
- Strong business acumen, communication, critical thinking, negotiation, selling, and client relationship management skills.
- Must work in the Phoenix office; employment visa sponsorship and STEM OPT participation are not provided.
Culture & Benefits
- Inclusive, supportive, and accessible workplace culture.
- Medical, prescription, dental, vision, life insurance, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care reimbursement.
- Educational assistance, wellness programs, and family-related reimbursements.
- Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level.
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