Commercial Global Treasury Management Solutions Advisor

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

Job summary

Bank of Hope is seeking a Commercial Global Treasury Management Solutions Advisor in New York. The role focuses on growing deposits and fee income, developing market strategies, and selling treasury management solutions to corporate clients.

You will manage client relationships, enroll new customers, and expand existing business through cross-sell, while maintaining CRM records. The position requires 7+ years in commercial banking, a finance/economics background, and strong communication skills.

Qualifications

• Bachelor’s degree in Finance, Business or Economics.
• 7+ years’ experience in commercial banking with strong treasury management knowledge.
• Independent self-starter with disciplined business development approach.
• CTP certification preferred.
• Proficient in Excel, Word, PowerPoint and Outlook.

Responsibilities

• Prospect and develop new relationships to drive deposit and fee income growth.
• Develop and execute market strategy aligned with scorecard goals.
• Identify, analyze, sell, and support treasury management to build new corporate clients.

Skills

Relationship building

Business development

Treasury management

CRM proficiency

Education

Bachelor's degree in Finance/Business/Economics

Tools

Excel

Word

PowerPoint

Outlook

Job description

Commercial Global Treasury Management Solutions Advisor

• 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 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.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.