- Bank of America (New York, NY)
- …+ Sales and client relationship experience + Working knowledge of treasury management products and services + Proven negotiation and active listening ... Treasury Sales Client Officer New York,...team member in a fast- paced environment + Certified Treasury Professional certification or equivalent and knowledge… more
- City National Bank (New York, NY)
- …* 3-5 years financial service & banking industry experience, preferably handling treasury services * 3-5 years of experience with Microsoft, project and/or ... job experience * Seasoned problem-solving, analytical and decision-making skills * Preferred client facing treasury services implementation experience. * Has… more
- Flatirons Bank (Boulder, CO)
- …developing personal relationships with our clients while maintaining the highest level of professional service . Our suite of services includes Personal and ... Business Banking services , Professional Services Banking, Treasury Management,...point of contact for commercial deposit clients, ensuring superior client service and responsiveness. + Proactively generates… more
- Huntington National Bank (Charlotte, NC)
- …+ Strong understanding of risk management and regulatory awareness + Certified Treasury Professional (CTP) or equivalent high-level treasury certification ... (for Healthcare; CTP (Certified Treasury Professional ) or CRCR (Certified Revenue Cycle Representative)) + Master's...a relevant field + Recognition for outstanding performance in treasury services sales or corporate banking +… more
- Bank of America (Los Angeles, CA)
- …+ Exercises the desire to mentor and sponsor other Associates + Certified Treasury Professional certification or equivalent + Prior treasury sales/corporate ... The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers,...bank. A strong bank and industry awareness of various treasury products and services used by clients… more
- Huntington National Bank (Detroit, MI)
- …+ Strong understanding of risk management and regulatory awareness + Certified Treasury Professional (CTP) or equivalent high-level treasury certification ... treasury solutions, coordinating with product specialists to address client needs + Product Pricing and Structuring : Develop...a relevant field + Recognition for outstanding performance in treasury services sales or corporate banking +… more
- Bank of America (Denver, CO)
- …+ Exercises the desire to mentor and sponsor other Associates + Certified Treasury Professional certification or equivalent **Shift:** 1st shift (United States ... others across the enterprise to develop and deliver customized treasury solutions that meet client objectives. +...the operational aspects of global cash management products and services . + Coaches and mentors Treasury Analysts… more
- Bank of America (Denver, CO)
- …+ Exercises the desire to mentor and sponsor other Associates + Certified Treasury Professional certification or equivalent **Skills:** + Account Management + ... calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations + Partners with bankers and… more
- UMB Bank (Montgomery, AL)
- As the ** Treasury ** ** Service Specialist** will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, ... deliverables and due dates + Ensure TUCE through quality service and coordination of client needs with...clients with product solution needs and implement incremental new Treasury Management Products & Services for on… more
- Bank of America (Milwaukee, WI)
- …+ Exercises the desire to mentor and sponsor other Associates + Certified Treasury Professional certification or equivalent preferred + Bachelor's Degree or ... calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations + Partners with bankers and… more
- Huntington National Bank (Cincinnati, OH)
- …and accurate billing for treasury services + Support the full client engagement cycle, from proposal development to service activation + Build strong ... Treasury Professional (CTP) or equivalent high-level treasury certification + Background in client relationship...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- Huntington National Bank (Charlotte, NC)
- …and accurate billing for treasury services + Support the full client engagement cycle, from proposal development to service activation + Build strong ... Treasury Professional (CTP) or equivalent high-level treasury certification + Background in client relationship...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- Bank of America (Chicago, IL)
- …needs analysis + Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed + Produce pricing/cost benefit models and ... clients in navigating the bank by liaising with the Client Service , Fulfillment, Credit and other partner...experience + Preferred candidates will have their CTP (Certified Treasury Professional ) and proven experience prospecting and… more
- SolomonEdwards (Charleston, WV)
- … Remote - USA,USA About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial, operational, and ... and collaborative individuals who can help us deliver exceptional client service . For more information, visit SolomonEdwards...treasury transformation at our leading banking and financial services client . This role requires a strong… more
- Umpqua Bank (Walnut Creek, CA)
- …account schematics and proformas. Execute and manage treasury management service agreement, and other client -facing sales related documentation to promote ... service level agreements (SLAs). + Identify and cross-sell treasury management solutions through needs analysis approach, and use...clients in navigating the bank by liaising with the Client Service , Account Analysis, and other partner… more
- First Horizon Bank (Charlotte, NC)
- …capabilities, legal/regulatory/compliance matters, sharing sales success, and competitive or client opportunities surrounding Treasury Management. + Monitors the ... sales, and joint calls on prospects and clients for cross sell and client retention. + Conducts regular Treasury Management training sessions and product… more
- Capital One (Mclean, VA)
- …This role is focused on generating new to the bank and developing existing full- service treasury management relationships. He or she is responsible for directly ... business acumen + Strong oral and written communication skills + Certified Treasury Professional designation or equivalent certification **At this time, Capital… more
- Deloitte (Jersey City, NJ)
- …Bank Communication Management (BCM). + Oversee and mentor teams delivering treasury technology transformation services , ensuring high-quality execution from ... through implementation. + Serve as a trusted advisor to clients, providing SAP treasury , risk management, and technology advisory services to enhance operational… more
- Bank of America (Boston, MA)
- …to detail **How to stand out:** + MBA or equivalent + Certified Treasury Professional (CTP) designation + International banking experience + Intrinsic motivation ... Treasury Sales Officer - Transformative Technology Group (Mid-Market)...trade and supply chain finance, FX and commercial card services through a high-tech approach with a personalized touch.… more
- Deloitte (Arlington, VA)
- …hedge accounting, and liquidity planning. + Guide and develop teams delivering treasury technology transformation services , from strategy through execution. + ... Recruiting for this role ends on 12/31/25 Work you'll do: As an SAP Treasury Senior Consultant, you'll play a pivotal role in helping clients transform their … more