Global Treasury Growth Advisor: Solutions & Strategy

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

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.