Treasury Management Officer II

Job Summary

A company is looking for a Regional Treasury Management Officer II.

Key Responsibilities

• Manage new and existing clients through virtual communication, focusing on client acquisition and growth
• Identify complex customer needs and provide tailored financial solutions to enhance client engagement and loyalty
• Collaborate with internal teams to share best practices and manage risks associated with client relationships

Required Qualifications

• Bachelor's degree required
• 5+ years of industry-relevant experience preferred
• Experience in client relationship management and sales
• Knowledge of financial products and services
• No required certifications or licenses