Treasury Relationship Manger
CivicMinds, Inc, Monterey Park, CA, United States
As a Treasury Relationship Manager, you will focus primarily on generating new business while growing existing revenue from existing clients. You will maintain and develop trusted relationships with your client sector. A critical part of this role includes providing superior customer service, ensuring clients receive prompt, professional, and solutions-oriented support that deepens relationships and drives long-term value.
As a member of the team you will implement, develop, and execute product strategies while leading and managing key client pursuits and relationships. Additionally, you will ensure proper alignment of strategies and credit capacity for a treasury services product.
Essential Job Functions
Grow revenue as directed by senior management by successfully prospecting for new deposits and payment products, and treasury management business, and retaining and expanding existing customer relationships.
Source prospects and develop new customer relationships
Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-driven framework
Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification, and solution positioning
Monitor and enhance the profitability of all assigned relationships
Develop and enhance in-depth client knowledge and share it with the client coverage team for both new business development and management of client risk
Work independently and in partnership with internal staff to develop new profitable business from prospective clients
Manage the non-credit risk for the customer portfolio
Develop and maintain constructive relationships with trade associations, cooperative councils, the financial community, and other institutions to enhance performance and relationships;
Understand the competitors\' capabilities and gaps, and how to position Treasury Services against them
Manage proposal writing and the entire sales process
Secondary Job Functions
Advise management on potential improvements of processes and/or products.
Perform other duties and responsibilities as required or assigned by the Manager.
Comply with all BSA and other Bank’s training and procedures.
Keep up to date with all MSB regulations and requirements.
Qualifications/Requirements
Minimum seven years of operations experience in a similar position.
Commercial banking experience required.
Thorough knowledge of bank operations, systems, and products and services.
Knowledge of Treasury /Cash Management experience with products and services required.
Knowledge
Knowledge of risk with banking operations and payment systems.
Knowledge of applicable regulatory requirements.
Knowledge of business and management principles.
Knowledge of Audit standards and Payment systems requirements (Fedwire, Swift, etc.)
Knowledge of the financial and budget process.
Thorough understanding and practical application of applicable Federal and State laws and regulations.
Strong project management skills. Excellent verbal and written communication skills.
Excellent interpersonal, verbal, and written communication skills.
Seasoned problem-solving, analytical, and decision-making skills.
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As a member of the team you will implement, develop, and execute product strategies while leading and managing key client pursuits and relationships. Additionally, you will ensure proper alignment of strategies and credit capacity for a treasury services product.
Essential Job Functions
Grow revenue as directed by senior management by successfully prospecting for new deposits and payment products, and treasury management business, and retaining and expanding existing customer relationships.
Source prospects and develop new customer relationships
Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-driven framework
Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification, and solution positioning
Monitor and enhance the profitability of all assigned relationships
Develop and enhance in-depth client knowledge and share it with the client coverage team for both new business development and management of client risk
Work independently and in partnership with internal staff to develop new profitable business from prospective clients
Manage the non-credit risk for the customer portfolio
Develop and maintain constructive relationships with trade associations, cooperative councils, the financial community, and other institutions to enhance performance and relationships;
Understand the competitors\' capabilities and gaps, and how to position Treasury Services against them
Manage proposal writing and the entire sales process
Secondary Job Functions
Advise management on potential improvements of processes and/or products.
Perform other duties and responsibilities as required or assigned by the Manager.
Comply with all BSA and other Bank’s training and procedures.
Keep up to date with all MSB regulations and requirements.
Qualifications/Requirements
Minimum seven years of operations experience in a similar position.
Commercial banking experience required.
Thorough knowledge of bank operations, systems, and products and services.
Knowledge of Treasury /Cash Management experience with products and services required.
Knowledge
Knowledge of risk with banking operations and payment systems.
Knowledge of applicable regulatory requirements.
Knowledge of business and management principles.
Knowledge of Audit standards and Payment systems requirements (Fedwire, Swift, etc.)
Knowledge of the financial and budget process.
Thorough understanding and practical application of applicable Federal and State laws and regulations.
Strong project management skills. Excellent verbal and written communication skills.
Excellent interpersonal, verbal, and written communication skills.
Seasoned problem-solving, analytical, and decision-making skills.
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