Treasury Management Officer III

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

Descrizione del lavoro

Sunflower Bank Mortgage Lending in Irvine, CA is seeking a Treasury Management Officer III. This full-time role focuses on developing and selling treasury management solutions to commercial clients, building strategic relationships, and managing proposals and contracts.

Responsibilities include analyzing customer needs, preparing pricing proposals, collaborating across departments on RFPs, and staying current on TM products, cash flow cycles, and risk management. Must be local to Orange County.

Competenze

• Bachelors degree or higher in Finance/Accounting/Business/Management/Economics or similar.
• Minimum of 10 years in a financial institution.
• CTP designation preferred.
• Ability to self-source opportunities and lead share.
• Minimum of 5 years of RFP experience and ability to create proposals.
• Knowledge of treasury management products, cash-flow cycles and working capital.
• Strong risk/fraud assessment and value proposition understanding.
• Strong verbal and written communication skills.
• Strategic thinking, time management and organizational skills.

Mansioni

• Provide high-quality service to internal and external customers, addressing needs and questions promptly.
• Prepare pro-forma analyses of product sales potential and pricing proposals.
• Review commercial relationships and recommend TM products and services.
• Design marketing and sales materials for TM products and support the sales cycle.
• Prepare contracts and documentation for TM products per company policies.
• Collaborate across departments on Commercial Banking proposals and RFPs.
• Maintain knowledge of TM solutions and pricing to stay competitive.
• Utilize reporting tools to identify and convert sales opportunities.
• Comply with applicable laws, regulations, and company policies.
• Perform other duties as assigned.

Conoscenze

Treasury management

RFP experience

Sales leadership

Pricing proposals

Risk management

Verbal and written communication

Formazione

Bachelor’s degree in Finance/Accounting/Business

Strumenti

CRM software

Descrizione del lavoro

Job Type: Full‑time

Location: Irvine, CA (Orange County). Must be local to Orange County/Irvine.

Role: Treasury Management Officer III.

Responsibilities

• Provide an exceptional level of quality service for internal and external customers and respond to customers’ needs, questions and concerns in an accurate, effective and timely manner.
• Prepare pro‑forma analyses of customer’s product sales potential and preparation of pricing proposal.
• Review and analyze current and potential commercial relationships and recommend appropriate products and services.
• Participate in design of marketing and sales programs aimed at the commercial customers for treasury management related products; develop various prospecting and sales related materials and reporting to be used throughout the sales cycle.
• Prepare appropriate contracts, agreements and documentation relative to the Treasury Management products and services offered in accordance with Sunflower Bank, N.A. policies and procedures.
• Collaborate with other departments and team members on the preparation and presentation of Commercial Banking proposals and requests for financial proposals (RFPs).
• Maintain industry knowledge of treasury management solutions and pricing to stay competitive.
• Leverage reporting and sales tools to proactively identify and successfully convert sales opportunities.
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Management, Economics or similar; previous experience may be considered in lieu of a degree.
• Minimum of 10 years of experience working in a financial institution.
• Certified Treasury Professional (CTP) designation preferred.
• Ability to self‑source opportunities with a successful track record in team selling and lead sharing.
• Minimum of 5 years of RFP experience with ability to create proposals.
• Current understanding of general Treasury Management products, offerings, cash‑flow cycles, and working capital.
• Ability to assess and manage risk/fraud with a strong understanding of value propositions related to TM solutions.
• Strong verbal and written communication skills.
• Strong problem‑solving, strategic thinking, time‑management and organizational skills.
• Strong ability to formulate partnerships with all levels in an organization.

Salary

$150k - $190k, dependent on knowledge, skills, experience, and location.

Company Culture

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused

Associate Benefits

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company‑paid Life Insurance
• Tuition ReimbursementSure, here's……... (tanging…... maybe