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9134 Treasury Management Position

Posted by: Financial Services Firm

Posted date: Sep-27-2008

Location: San Francisco, CA

Hits: 35, Applications: 4

Duties / Responsibilities:

This position manages, sells, installs and supports Treasury Management products, including: sales calls, demonstrations, product training/education, correspondence, and technical support for existing and potential clients.

Job Location 

Is Employer willing to Relocate:   No


Candidate Qualifications 

Education Requirements:   Bachelors

Mandatory Minimum Yrs Exp in Current Position:   1-2

Preferred Total Years Exp Level:   4-6

  

Mandatory Minimum Qualifications:

Familiarity with various Treasury Management products such as lockbox, ACH, positive pay, online banking, sweeps, remote deposit, and web-based information reporting and disbursement services. • Strong understanding of accounting and technology as it relates to a companys financial operations. • Demonstrated ability to lead and/or conduct effective training to internal banking partners, clients and prospects. • Ability to multi-task implementations and client demands. • Ability to simultaneously work independently and as a member of a functional team. • Meets established deadlines for assigned projects with minimal supervision. • A firm understanding of banking regulations and compliance preferred. • Excellent verbal and written communication, presentation and interpersonal skills required with an intermediate proficiency in Microsoft Office products

Preferred Qualifications:

Skills and Responsibilities: • Ability to effectively utilize consultative and strategic solutions selling skills. • Provide excellent client service by addressing clients and prospects needs, concerns and inquiries regarding services offered, products, fees and operational questions. • Conduct demonstrations and provide technical support to potential and current clients and Bank employees. • Interacts directly with internal banking partners and clients to effectively provide a superior level of client service. • Call on potential Treasury Management clients, responds in writing to formal and informal requests for proposal, and prepares pro-forma pricing and cost-benefit analysis. • Keep informed of current activities in the Treasury Management field, help identify deficiencies, make recommendations, and implement new products. • Meet periodically with existing clients to ensure proper servicing of accounts, resolve complex operational issues/concerns, and to expand existing business relationships. • Serve as liaison between current and potential clients and the Bank to resolve questions regarding Treasury Management products/services. • Participate in industry specific trade organizations.

 

Compensation and Benefits
Bonus, Incentives, etc:   Yes

Benefits:Great


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