Treasury Management Officer

The Anderson Search Group; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

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

Treasury Management Relationship Manager

The Anderson Search Group has been retained by a California affiliate of an $80 billion financial institution to identify a Treasury Management Relationship Manager to partner with a newly created Specialized Industries Banking Group in San Francisco, California. This person will be tasked with mining the existing portfolios of 15+ bankers to generate new treasury management fee revenue. This is a ground floor opportunity with a rock solid bank and specialty banking group experiencing tremendous growth.

The Ideal Candidate Shall Possess:

• 10+ years of documented commercial and middle market treasury management sales and relationship management experience
• CTP preferred
• Deep understanding and knowledge of middle market banking treasury management needs focused on tech clients in and around the San Francisco Market
• Experience identifying new business from existing clients and cross sell opportunities

The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.