Treasury Management Officer

Banesco USA • FL

111d

About The Position

Banesco USA is seeking a Treasury Management Officer for our Treasury Management business unit. The primary responsibilities include identifying, analyzing, selling, and supporting treasury management products and services to established business customers and targeted prospective clients across all business units. The officer will work closely with account officers to provide banking solutions to current and prospective customers to attain the goals. Additionally, the role involves solidifying customer retention efforts by providing a superior level of customer service during pre-sale, onboarding, and post-sale phases. The officer will contribute to the bank’s deposit growth strategies and goals by generating additional revenue from the sale of treasury management products and services, evaluating profitability of treasury management products by customer, and building relationships with customers through regularly scheduled visits, sales, and cross sales for referrals and potential new business. The officer will also provide treasury management product training to the sales teams to maximize referral opportunities and is responsible for completing the annual training program assigned, along with performing other functions and/or duties as assigned.

Requirements

• Bachelor’s degree in Business and/or Finance or equivalent work experience.
• Three (3) to five (5) years of experience in banking, preferably in Cash Management or Treasury.
• Advanced computer skills including proficiency in Microsoft Office (Word, Excel, Power Point, etc.).
• Knowledge of related State and Federal banking compliance regulations.
• Strong verbal and written communication skills.
• Bilingual in both English and Spanish.
• Strong attention to detail and accuracy.
• Ability to multi-task with strong organization, time-management, and prioritizing skills.
• Customer service skills ensuring satisfaction of both internal and external customers.
• Ability to understand and comprehend instructions, procedures, and policies.
• Ability to work under pressure and independently.
• Strong problem solving and analytical skills.
• Strong interpersonal skills, working with integrity and ethically.
• Strong presentation skills to all levels of the organization.
• Ability to be discreet and use sound judgement when making decisions.
• Ability to drive change to improve customer experience.

Responsibilities

• Identify, analyze, sell, and support treasury management products and services to established business customers and targeted prospective clients.
• Work closely with account officers to provide banking solutions to current and prospective customers.
• Solidify customer retention efforts by providing superior customer service during pre-sale, onboarding, and post-sale.
• Contribute to the bank’s deposit growth strategies and goals by generating additional revenue from treasury management products and services.
• Evaluate profitability of treasury management products by customer.
• Build relationships with customers through scheduled visits and sales for referrals and potential new business.
• Provide treasury management product training to sales teams.
• Complete annual training program assigned.
• Perform other functions and/or duties as assigned.

Benefits

• Competitive Salary plus variable compensation.
• PTO
• Hybrid Work Model (remote and on-site work)
• Tuition Reimbursement.
• Paid Parental Leave
• Medical, Dental, Vision
• 401k
• Life Insurance
• Supplemental Insurances
• Short-Term & Long-Term Disability

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree