- WSFS Bank (Great Neck, NY)
- …and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth managementOther subsidiaries or ... moreWe are the premiere, locally headquartered bank and wealth management company in the region and are honored to...name, it's our mission and our purposeThe Mortgage Loan Officer will market and originate reverse mortgage loans, many… more
- WSFS Bank (MD)
- …and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth managementOther subsidiaries or ... (Nationwide Mortgage Licensing System and Registry)Must have effective proven effective sales skillsMust have excellent time management skillsMust be… more
- Multi-Color Corporation (Rosemont, IL)
- …will have primary responsibility for strategic initiatives in the order to cash function, including planning and execution of plant transfers, managing the Company's ... will have high visibility and be responsible for executive management level reporting. This position will report to the...level reporting. This position will report to the Director, Order-to- Cash and will be an integral member of the… more
- WSFS Bank (Wilmington, DE)
- …and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth managementOther subsidiaries or ... opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a Top Workplace by… more
- Fidelity TalentSource LLC (Boston, MA)
- …positioning, market update and investment outlook. There are no sales /business development components to this role.Relationship Management . Cultivate ... Description:The TeamWith more than $800 billion in assets under management as of December 31, 2023, Fidelity s Strategic...this new role reports to SAI s Chief Investment Officer of Alternatives and will be instrumental in the… more
- Amerant Bank (Tampa, FL)
- …creative skills, budgeting, ethics management and conducting effective meetings and research assessment are required. Must possess sales and negotiation skills. ... judgment in authorizing overdrafts and uncollected funds.Make presentations to senior management and loan committee.Maintain active contact with client base, meeting… more
- Creative Financial Staffing (Charlotte, NC)
- …Procedures (SOPs) for the Finance team and all departments. Manage and develop daily cash flow and tracking tools. Team Management : Build, direct, and manage the ... and identify cost-reduction opportunities. Manage bank accounts with precision, including cash flow management and timely reconciliation. Reporting, Analysis,… more
- Citigroup (San Francisco, CA)
- The Cash Management Sales Officer is a strategic professional who closely follows latest trends in own field and adapts them for application within own ... strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation...to RM and Client + Shares knowledge wtih other sales consultants and junior staff + Provides input on… more
- Citigroup (San Francisco, CA)
- The Cash Management Sales Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy ... to RM and Client + Shares knowledge with other sales consultants and junior staff + Executes on strategic...assigned as required. **Job Family Group:** Commercial and Business Sales **Job Family:** Commercial Product Sales **Time… more
- SMBC (New York, NY)
- …SA, and Sumitomo Mitsui Finance and Leasing Co., Ltd. **Role Description** Support the cash management sales manager and team by positioning the products ... sales team members and report KPI results to management . + Attend training sessions, seminars, and conferences to...a major financial institution + Strong knowledge of Corporate Cash Management / Treasury services + Strong… more
- Citigroup (New York, NY)
- …clients and take global, regional, and local accountability for delivering Treasury and Cash Management solutions to their clients. + Responsible for actively ... and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending money, making… more
- Woodforest National Bank (Dallas, TX)
- …become a part of one of the largest employee-owned banks in the country! The Cash Management Officer I is responsible for identifying, analyzing, selling and ... and time management skills. Minimum Qualifications/Experience: . 8-10 years of cash management sales , support and business development experience in… more
- City National Bank (Los Angeles, CA)
- ** SALES OFFICER SENIOR- TREASURY MANAGEMENT **...Degree or equivalent experience + Minimum 7 years of cash management sales experience in a ... that can assist the client with the management and efficient use of cash . + Develops treasury management sales plans in conjunction with relationship… more
- Berkshire Bank (Milford, MA)
- …The SVP, CM Municipal Sales Officer works closely with the Cash Management team to solidify existing relationships and obtain new ones. **Key ... Products **Reports to:** Managing Director of Cash Management & Treasury Services **Status:** Exempt/ Officer **Grade:**...years sales experience selling bank products, including Cash Management , with demonstrated results **Skills &… more
- NBT Bank (Albany, NY)
- …of marketing strategies and establishment of sales objectives. The Treasury Management Sales Officer manages a regional business customer portfolio ... $79,283.00 - $105,857.00 Responsible for the development of new cash management business, the expansion of existing...working outside of normal business hours Tasks Performed: 50% Sales - structures and sells new treasury management … more
- Bank of America (Los Angeles, CA)
- …have these skills to be minimally qualified.** **Minimum 4+ years of Treasury/ Cash Management Sales experience** Excellent communication, presentation, ... Treasury Sales Client Officer II Los Angeles,...leadspricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth… more
- Bank of America (New York, NY)
- Treasury Sales Officer New York, New York...to be minimally qualified.** + **Minimum 10+ years of Treasury/ Cash Management Sales ** + Excellent ... **Job Description:** Treasury Sales Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with… more
- Bank of America (New York, NY)
- Treasury Sales Officer II New York, New...of bank structure and the operational aspects of global cash management products and services. + Coaches ... Powered by people. Driven by Technology. The Fintech Treasury Sales Officer (TSO) is responsible for managing...and sharing knowledge. + Successful track record in treasury management sales . Broad and deep familiarity with… more
- Bank of America (Chicago, IL)
- Treasury Sales Officer II New York, New...direct sales roles in a treasury or cash management capacity. + Strong business/financial acumen ... who can advocate for our clients in providing liquidity management , payments and receipts, trade, FX and commercial card...Powered by people. Driven by Technology. **Job Description:** Treasury Sales Officer (TSO) is responsible for managing… more
- HNTB (San Diego, CA)
- …to a Division Marketing Sales Manager and organization to ensure the Division Sales Officer remains focused on significant sales related issues and to ... + Provides leadership and takes ownership for total Sophisticated Sales Approach (SSA) process for the division under the...resources on project pursuits and project performance. + Supports cash management goals and objectives. + Acts… more
