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Treasury Management Sales Associate


Pay$70000.00 - $80000.00 / year
LocationLos Angeles/California
Employment typeFull-Time

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  • Job Description

      Req#: JR2097
      Employer Industry: Banking and Financial Services

      Why consider this job opportunity:
      - Salary range of $70,000.00/Yr. - $80,000.00/Yr.
      - Eligible for an Annual Discretionary Cash Bonus Target of 10%
      - Eligible for an Annual Discretionary Restricted Stock Units Bonus Target of 10%
      - Comprehensive benefits including Medical, Dental, Vision, and Life Insurance
      - Opportunity for career advancement and growth within the organization
      - Supportive and collaborative work environment with a focus on client satisfaction

      What to Expect (Job Responsibilities):
      - Support Treasury Management Sales Officers in the treasury sales process and ongoing relationship management
      - Collaborate with TMSOs to recommend treasury management solutions based on client needs
      - Assist in client acquisition, engagement, and deepening relationships through research and presentations
      - Document and report TM opportunities via Salesforce and other tracking systems
      - Coordinate training and support activities from sale through implementation for a seamless onboarding experience

      What is Required (Qualifications):
      - Bachelor’s degree or equivalent experience
      - Minimum of 2 years of experience in Treasury or cash management
      - Strong written and verbal communication skills
      - Ability to collaborate effectively within a cross-functional team
      - Proficiency in using Salesforce or similar CRM tools for tracking opportunities

      How to Stand Out (Preferred Qualifications):
      - Experience in financial tools and services within a digital banking environment
      - Strong analytical skills to mine data and identify revenue enhancement opportunities
      - Familiarity with cash management services and products
      - Proven ability to drive exceptional client experiences and engagement

      #Banking #FinancialServices #CareerOpportunity #CompetitivePay #ClientEngagement

      "We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."
  • About the company

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