Treasury Management Officer - Real Estate Banking - Vice President

Boston, MA, United StatesSenior6+ years

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.

Job responsibilities

Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships

Required qualifications, capabilities, and skills

6+ years of cash management, sales and relationship management experience
Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
Excellent verbal and written communication skills
Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
Strong time management, organizational and planning skills
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor

Preferred qualifications, capabilities, and skills

Bachelor’s degree
Certified Treasury Professional designation
Strong creative solution and problem-solving abilities

U.S. Private Bank - Head of Next Generation Strategy & Engagement - Executive DirectorNew York, NY, United States

Relationship Banker - Euless Branch - Euless, TX.Euless, TX, United States

Business AssistantLONDON, LONDON, United Kingdom

U.S. Private Bank - Program AnalystPhoenix, AZ, United States

Branch Manager - Dallas Metro Market - Dallas, TXDallas, TX, United States

Treasury Management Officer - Real Estate Banking - Vice President

Similar Jobs