5 часов назад
CRB Treasury Management Specialist
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
CRB Treasury Management Specialist (Treasury Management/Commercial Banking): Managing and expanding an existing Business Banking treasury management portfolio through cross-sales, relationship reviews, pricing analyses, and direct client outreach with an accent on revenue generation, risk management, and accurate execution. Focus on independently managing portfolio workflows, identifying sales opportunities, and coordinating calls with advisors and relationship partners.
Location: St Louis, Missouri, United States; office-based
Company
is a banking organization providing business banking and treasury management services.
What you will do
- Identify and execute cross-sales across an existing Business Banking treasury management portfolio.
- Compile data, complete relationship reviews, and prepare pro-forma pricing analyses for Treasury Management Sales Advisors.
- Handle client sales needs through telephone outreach and individual or joint calls with advisors and relationship partners.
- Manage an assigned portion of an advisor’s portfolio and contribute to team revenue goals.
- Proactively manage portfolio risk and pricing activities while independently organizing workflows and deadlines.
- Complete special projects accurately and on schedule.
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.
- Current full-time authorization to work in the United States is required.
- Immigration sponsorship is not available for this position.
- Ability to manage workflows and expectations independently with limited oversight.
Nice to have
- Three or more years of Treasury Management experience.
- At least one year of Commercial Banking experience.
- Sales experience with a record of exceeding goals.
- Advanced Microsoft Office knowledge.
- Working knowledge of Salesforce.
Culture & Benefits
- Office-based workplace arrangement.
- Minimal travel may be required.
- Exempt position, not eligible for overtime pay.
- Tobacco-free hiring practice.
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