Commercial Global Treasury Management Solutions Advisor

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Commercial Global Treasury Management Solutions Advisor

Bank of Hope

icon Los Angeles, CA, US, 90010

iconFull Time

icon6 June 2024

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Job details

Description

  • 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.
  • Communication – strong ability to effectively communicate (oral and written) within multiple levels of the organization.
  • Strong problem-solving skills with the ability to identify root cause and drive a resolution. Quickly escalates to ensure follow through and closure of issue.
  • Adhere to policies and procedures plus industry and regulatory compliance.

 

Job Qualifications/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.
  • Required: Must be able to work independently, a motivated self-starter with a disciplined approach to business development.
  • Preferred: Existing network of deposit and COI contacts.
  • Preferred: Certified Treasury Professional (CTP).
  • Computer/software skills: Proficient in Excel, Word, PowerPoint, and Outlook.

The salary range for this full-time position is $100,000 - $175,000 + bonus + benefits

Salary ranges are determined based on qualifications, level, and location.

Exact compensation may vary based on your skills and experience.

Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

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