Commercial Global Treasury Management Solutions Advisor

Bank of Hope • New York, NY

6d

About The Position

The Commercial Global Treasury Management Solutions Advisor will be responsible for prospecting and developing new relationships to drive deposit and fee income growth. This role involves developing and executing market strategy, identifying, analyzing, selling, and supporting treasury management sales to establish business customers and targeted prospective corporate clients. The advisor will also meet with existing customers to ensure proper servicing and expand relationships through cross-selling, and with new customers to promote and complete enrollment of treasury management products. Maintaining a high level of knowledge of treasury management products, representing the bank at industry events, and participating in pipeline and partner meetings are also key aspects of this role. Strong communication, problem-solving, and adherence to policies and regulatory compliance are essential.

Requirements

• Bachelor’s Degree (preferably in Finance, Business or Economics).
• 7+ years’ experience in commercial banking with a strong understanding of deposit gathering and treasury management solutions.
• Must be able to work independently, a motivated self-starter with a disciplined approach to business development.
• Proficient in Excel, Word, PowerPoint, and Outlook.

Nice To Haves

• Existing network of deposit and COI contacts.
• Certified Treasury Professional (CTP).
• Korean written and verbal

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior