Commercial Global Treasury Management Solutions Advisor

Bank of Hope; New York (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Bonus

Benefits package

Job summary

Bank of Hope in New York, NY seeks an experienced banker to drive treasury management sales and deposit growth. You will cultivate new relationships, execute market strategies, and cross-sell treasury products to corporate clients.

You will engage with existing customers for service, enroll new clients in treasury products, and maintain CRM records. Strong communication, problem solving, and independence are essential for success in this role.

Qualifications

• Bachelor’s degree in Finance, Business or Economics.
• 7+ years’ experience in commercial banking with strong understanding of deposit gathering and treasury management solutions.
• Must be able to work independently, a motivated self-starter with a disciplined approach to business development.
• Preferred: Certified Treasury Professional (CTP).
• Proficient in Excel, Word, PowerPoint, and Outlook.

Responsibilities

• Prospect and develop new relationships that will drive deposit and fee income growth.
• Develop and execute market strategy aligned with scorecard card goals.
• Identify, analyze, sell, and support treasury management sales to establish business customers and targeted prospective corporate clients.
• Meet with existing customers to ensure proper servicing of treasury management services and to expand existing business relationships through cross-sell of products and services.
• Meet with new customers to promote and complete enrollment of treasury management product(s) to increase non-interest revenue, residual income, and new/existing deposits.
• Document all facets of client engagement through CRM, keeping pipeline of prospects and client deals updated.
• Maintain high level knowledge of treasury management products to provide recommendations and resolutions.
• Represent Bank of Hope at industry events as subject matter expert and develop brand awareness.
• Participate in pipeline and partner meetings – communicate key objectives and support the deal team.
• Strong communication skills across multiple levels of the organization.

Skills

Relationship development

Market strategy

Treasury management sales

CRM

Communication

Problem solving

Self-motivation

Independent work

Education

Bachelor's degree in Finance, Business or Economics

CTP preferred

Tools

Excel

Word

PowerPoint

Outlook

Job description

• Prospect and develop new relationships that will drive deposit and fee income growth.
• Develop and execute market strategy aligned with scorecard card goals.
• Identify, analyze, sell, and support treasury management sales to establish business customers and targeted prospective corporate clients.
• Meet with existing customers to ensure proper servicing of treasury management services and to expand existing business relationships through cross-sell of products and services.
• Meet with new customers to promote and complete enrollment of treasury management product(s) to increase non-interest revenue, residual income, and new/existing deposits.
• Document all facets of client engagement through CRM, keeping pipeline of prospects and client deals updated. Link all activity to assigned deal team for executive awareness.
• Maintain high level knowledge of treasury management products in order to provide recommendations and resolutions to reported issues.
• Represent Bank of Hope at industry events as subject matter expert and develop the Bank of Hope brand awareness within targeted deposit industry sectors.
• Participate in pipeline and partner meetings – communicate key deposit and treasury objectives and identify areas to support the deal team.
• Communication – strong ability to effectively communicate (oral and written) within multiple levels of the organization.
• Strong problem-solving skills with the ability to identify root cause and drive a resolution. Quickly escalates to ensure follow through and closure of issue.
• Adhere to policies and procedures plus industry and regulatory compliance.

Job Qualifications/Requirements

• Minimum Education Level: Bachelor’s Degree (preferably in Finance, Business or Economics).
• Minimum Job Experience: 7+ years’ experience in commercial banking with a strong understanding of deposit gathering and treasury management solutions.
• Required: Must be able to work independently, a motivated self-starter with a disciplined approach to business development.
• Preferred: Existing network of deposit and COI contacts.
• Preferred: Certified Treasury Professional (CTP).
• Computer/software skills: Proficient in Excel, Word, PowerPoint, and Outlook.

Preferred Language Requirements

• English written and verbal
• Korean written and verbal

The salary range for this full-time position is $125,000.00 - $150,000.00 annually + bonus + benefits

Salary ranges are determined based based on qualifications, level, and location.

Exact compensation may vary based on your skills and experience.

Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.