Commercial Global Treasury Management Solutions Advisor

Bank of Hope • New York, NY

7d • $130,000 - $170,000

About The Position

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.

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.
• Computer/software skills: Proficient in Excel, Word, PowerPoint, and Outlook.

Nice To Haves

• Preferred: Existing network of deposit and COI contacts.
• Preferred: Certified Treasury Professional (CTP).
• Preferred: Korean speaking and writing proficiency

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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees