Treasury Solutions & Client Growth Associate

Jobtailor; Washington (District of Columbia); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in Washington, DC is seeking a banking professional to manage client relationships, analyze financials, and drive revenue through product solutions, while ensuring regulatory and risk controls.

Candidates should have a Bachelor's degree, 2+ years of relevant experience, and the ability to communicate effectively and make decisions in a fast-paced financial services environment.

Qualifications

• Bachelor's degree required or equivalent combination of education and experience.
• 2+ years of relevant professional experience.
• Strong skills in client relationship building and financial analysis.
• Ability to mitigate risk and identify sales opportunities.
• Excellent communication and decision-making abilities.

Responsibilities

• Perform or assist in banking activities, including relationship management and/or product suite activities.
• Identify and mitigate regulatory, reputational, and operational risks.
• Help ensure quality for new and existing clients.
• Assist in preparing offerings and/or scorecards.
• Analyze information and apply critical thinking to design and/or execute client solutions.
• Take transactions from request to booking and/or move selling conversations from proposal to closed business.
• Drive fee income through internal and/or external relationship management.
• Consider internal policies, external regulatory requirements, and client needs in decision-making.
• Interact with internal and external clients to gather or clarify information and expand existing client relationships.

Skills

Client Relationship Management

Financial Analysis

Risk Mitigation

Decision Making

Customer Experience Management

Education

Bachelor's degree

Job description

Jobtailor in Washington, DC is seeking a banking professional to manage client relationships, analyze financials, and drive revenue through product solutions, while ensuring regulatory and risk controls.

Candidates should have a Bachelor's degree, 2+ years of relevant experience, and the ability to communicate effectively and make decisions in a fast-paced financial services environment.