Commercial Global Treasury Management Solutions Advisor

Bank of Hope • New York, NY

5d • Onsite

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.

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.
• 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).
• English written and verbal
• 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.

Benefits

• bonus
• benefits

What This Job Offers

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