Senior Treasury Management Lead - TM Strategy & RFPs

Sunflower Bank Mortgage Lending; Irvine (CA); Ibrido; USD 150.000 - 190.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Company-paid Life Insurance

Tuition Reimbursement

Paid Time Off

Paid Holidays

Descrizione del lavoro

Sunflower Bank, N.A. in Irvine, CA is seeking a Treasury Management Officer III to drive treasury product marketing, perform pricing analyses, and craft formal proposals for prospective clients.

You will evaluate current relationships, design marketing and sales programs, and support RFP responses to win new business. Requires a Bachelor's in Finance/related field and 10+ years in a financial institution; CTP preferred.

Competenze

• Minimum of 10 years of experience in a financial institution.
• Certified Treasury Professional (CTP) designation preferred.
• Ability to self-source opportunities with a successful track record with team selling and lead sharing.
• Current understanding of Treasury Management products, offerings, Cash Flow cycles, and working capital.

Mansioni

• Provide exceptional service to internal and external customers and respond to needs timely.
• Prepare pro-forma analyses of product sales potential and pricing proposals.
• Review and analyze current and potential commercial relationships; recommend products/services.
• Design marketing and sales programs for treasury management products; develop sales materials.

Conoscenze

10+ years of experience in a financial

CTP designation preferred

Self-source opportunities with team

Treasury management products knowledge

Formazione

Bachelor’s degree in Finance/ Economics/ Business

Descrizione del lavoro

Sunflower Bank, N.A. in Irvine, CA is seeking a Treasury Management Officer III to drive treasury product marketing, perform pricing analyses, and craft formal proposals for prospective clients.

You will evaluate current relationships, design marketing and sales programs, and support RFP responses to win new business. Requires a Bachelor's in Finance/related field and 10+ years in a financial institution; CTP preferred.