Treasury Management Officer - Commercial Term Lending - Vice President
On-site · San Francisco, California, United States
San Francisco, California, United StatesOn-siteFull TimeSenior LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
VP-level Treasury Management Officer focusing on growing treasury management revenue through prospecting and sourcing new business while maintaining and expanding client relationships; Lead client dialogues, collaborate with bankers and clients to deliver integrated treasury solutions, drive process reviews and product development feedback, and deliver market thought leadership on working capital solutions.
Required Qualifications
- 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
- Bachelor’s degree
- Certified Treasury Professional designation
- Strong creative solution and problem-solving abilities
Desired Qualifications
- Bachelor’s degree
- Certified Treasury Professional designation
- Strong creative solution and problem-solving abilities
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Excellent verbal and written communication skills
- Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
- Strong time management, organizational and planning skills
- Ability to develop strong working relationships with clients, colleagues, external COI, and external consulting organization
- 6+ years of cash management, sales and relationship management experience
- Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
- Strong creative solution and problem-solving abilities
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