Treasury Solutions Officer

Job description

Responsibilities include but are not limited to: - Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services. - Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate. - Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client. - Network in the related field to aquire new customers and make introductions to lending teams. - Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs and being their advocate at the bank. - Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services. - Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives. - Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Boa...