Treasury Analyst – TalentBridge

Title of the Job: Treasury Analyst

Location: Phoenix, AZ

Job Description: Job DescriptionSummary:
Are you a competitive, results-driven professional with a passion for helping businesses grow? We are seeking a Treasury Management Officer (TMO) who thrives in a dynamic environment and is eager to make a significant impact. As a TMO, you will be responsible for acquiring new business clients, focusing on depository and treasury management solutions. Join us as we continue to lead Arizona banks in revenue and loan growth!Responsibilities:

• Identify, analyze, sell, and support treasury/cash management products and services to business clients and prospects, meeting call, deposits, and revenue goals.
• Promote treasury/cash management products internally and externally, customizing offerings to enhance client relationships.
• Build and manage referral partnerships to expand service offerings and drive new business.
• Acquire and grow fee income and deposits through strategic alliances, cold calling, networking, and relationship building.
• Collaborate with client success and lending teams to meet client needs and drive financial performance.
• Utilize reporting and sales tools to identify and convert sales opportunities effectively.
• Lead and support sales campaigns aimed at increasing fee income and deposit revenue.
• Provide insights based on a deep understanding of clients’ business needs to foster engagement and loyalty.
• Ensure outstanding service delivery that aligns with client expectations and compliance requirements.
• Participate in community and business functions to enhance the bank’s market presence.
• Serve as a Subject Matter Expert (SME) in Treasury Management, providing best practices and guidance.

Knowledge, Skills & Abilities:

• Customer Focused: Strong understanding of customer needs and ability to create customized solutions.
• Prospecting: Proven skills in identifying and engaging potential clients; ability to strategize and target key industries.
• Selling: Deep knowledge of banking products and services, with the ability to effectively communicate their value.
• Payments Expertise: Comprehensive understanding of deposit products and payment types.
• Tech Savvy: Proficiency in advising clients on technological tools and resources, with strong skills in Word, Excel, PowerPoint, and related programs.
• Risk Management: Knowledge of compliance and regulatory requirements, including NACHA, BSA, and AML.
• Collaboration: Ability to foster teamwork and share information to solve business problems.
• Decision Making: Strong analytical skills to make informed, productive decisions.
• Problem Solving: Familiarity with tools and techniques for resolving operational issues.
• Effective Communication: Ability to clearly convey ideas and information.
• Solutions Development: Skill in assessing customer needs and providing effective solutions.

Education & Experience:

• Bachelor’s degree in finance, economics, or business administration preferred.
• Minimum of 3+ years of direct experience in Treasury management sales and/or deposit product management.
• Proven success in winning new TM business deals and managing the servicing and onboarding process.

Benefits:
We offer a comprehensive benefits package, including health, dental, and vision insurance, paid time off, company-paid life insurance, short and long-term disability, 401k, and a tuition savings program.If you are a driven professional looking for an opportunity to excel and make a difference, we encourage you to apply!#INDACTJob #:28684941Position Type:Direct PlacementLocation:Phoenix, AZFlexibility:Onsite

Company Name: TalentBridge

Salary:

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