Bank of Hope
Bank of Hope·2 months ago

Commercial global treasury management solutions advisor

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Location

onsite, New York, New York, United States

Commitment

Full Time

Level

Senior (5+ years)

Required skills

Treasury managementBusiness developmentCommercial bankingDeposit gatheringRelationship managementSales strategyFinancial analysisCRMProblem-solvingCommunicationRegulatory complianceExcelWordPowerPointOutlook

Job Description

  • Prospect and develop new relationships that will drive deposit and fee income growth.
  • Develop and execute market strategy aligned with scorecard card goals.
  • Identify, analyze, sell, and support treasury management sales to establish business customers and targeted prospective corporate clients.
  • Meet with existing customers to ensure proper servicing of treasury management services and to expand existing business relationships through cross-sell of products and services.
  • Meet with new customers to promote and complete enrollment of treasury management product(s) to increase non-interest revenue, residual income, and new/existing deposits.
  • Document all facets of client engagement through CRM, keeping pipeline of prospects and client deals updated. Link all activity to assigned deal team for executive awareness.
  • Maintain high level knowledge of treasury management products in order to provide recommendations and resolutions to reported issues.
  • Represent Bank of Hope at industry events as subject matter expert and develop the Bank of Hope brand awareness within targeted deposit industry sectors.
  • Participate in pipeline and partner meetings – communicate key deposit and treasury objectives and identify areas to support the deal team.
  • Communication – strong ability to effectively communicate (oral and written) within multiple levels of the organization.
  • Strong problem-solving skills with the ability to identify root cause and drive a resolution. Quickly escalates to ensure follow through and closure of issue.
  • Adhere to policies and procedures plus industry and regulatory compliance.

Job Qualifications/Requirements

  • Minimum Education Level: Bachelor’s Degree (preferably in Finance, Business or Economics).
  • Minimum Job Experience: 7+ years’ experience in commercial banking with a strong understanding of deposit gathering and treasury management solutions.
  • Required: Must be able to work independently, a motivated self-starter with a disciplined approach to business development.
  • Preferred: Existing network of deposit and COI contacts.
  • Preferred: Certified Treasury Professional (CTP).
  • Computer/software skills: Proficient in Excel, Word, PowerPoint, and Outlook.

Preferred Language Requirements

  • English written and verbal
  • Korean written and verbal

Ready to join the team?

Apply now