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CRB Treasury Management Specialist (Treasury Management)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
CRB Treasury Management Specialist (Treasury Management): Managing and expanding an existing Business Banking Treasury Management portfolio with an accent on cross-sales, relationship reviews, pricing analyses, and revenue growth. Focus on proactively managing portfolio risk, executing sales opportunities, and completing complex projects accurately with limited oversight.

Location: St Louis, Missouri, United States; office-based

Company

hirify.global provides banking and treasury management services for business clients.

What you will do

  • Identify and execute cross-sales across an existing Business Banking Treasury Management portfolio.
  • Compile data for Treasury Management Sales Advisors, complete relationship reviews, and prepare pro-forma pricing analyses.
  • Manage assigned portfolio segments and handle client sales needs by telephone and through individual or joint calls.
  • Contribute to team revenue goals by identifying and executing sales opportunities.
  • Manage workflow independently while overseeing portfolio risk, pricing activities, and special projects.
  • Complete assigned projects accurately and within expected deadlines.

Requirements

  • Bachelor's degree in Business, Finance, or a related discipline, or five years of banking and/or Treasury experience in lieu of a degree.
  • At least one year of Treasury Management experience.
  • Must be currently authorized to work full-time in the United States.
  • Ability to manage workflow and expectations with limited oversight.
  • Strong sales, portfolio management, risk management, and pricing skills.

Nice to have

  • Three or more years of Treasury Management experience.
  • At least one year of Commercial Banking experience.
  • Sales experience with a proven record of exceeding goals.
  • Advanced Microsoft Office knowledge and working knowledge of Salesforce.

Culture & Benefits

  • Office-based workplace with possible flexible arrangements for certain positions outside the branch network.
  • Minimal travel may be required.
  • Exempt position and not eligible for overtime pay.
  • Visa sponsorship and immigration assistance are not available for this position.
  • Equal opportunity and tobacco-free hiring practices.

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