Treasury Management Growth Lead - SF Tech Banking

The Anderson Search Group

San Francisco (CA)

On-site

USD 100,000 - 150,000

Full time

14 days+
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Job summary

A financial recruitment firm is seeking a Treasury Management Relationship Manager for a prominent financial institution in San Francisco. This role involves partnering with a new banking group to uncover revenue opportunities from existing portfolios. The ideal candidate should have over 10 years of experience in treasury management sales and strong relationship management skills, particularly within the tech sector. This is a promising opportunity with a rapidly growing specialty banking group.

Qualifications

  • 10+ years of documented experience in treasury management.
  • Deep knowledge of middle market banking treasury management needs.
  • Experience in identifying new business from existing clients.

Responsibilities

  • Partner with bankers to generate new treasury management fee revenue.
  • Mine existing portfolios for new business opportunities.

Skills

Commercial and middle market treasury management sales experience
Relationship management experience
Cross sell opportunities identification
Understanding of middle market banking needs

Education

CTP certification

Job description

A financial recruitment firm is seeking a Treasury Management Relationship Manager for a prominent financial institution in San Francisco. This role involves partnering with a new banking group to uncover revenue opportunities from existing portfolios. The ideal candidate should have over 10 years of experience in treasury management sales and strong relationship management skills, particularly within the tech sector. This is a promising opportunity with a rapidly growing specialty banking group.
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