Commercial Global Treasury Management Solutions Advisor

Bank of Hope • $125K — $150K *

New York, NY 10025In-Person

Finance & Insurance

5 - 7 years of experience

1 month ago

Job Overview by Ladders

Qualifications

Bachelor's degree in Finance, Business, or Economics required.
7+ years in commercial banking with expertise in deposit gathering and treasury management.
Motivated self-starter with independent work capability.
Strong existing network of deposit and COI contacts preferred.
Certified Treasury Professional (CTP) preferred.
Proficient in Excel, Word, PowerPoint, and Outlook.

Responsibilities

Prospect and cultivate new relationships to drive income growth.
Develop and execute market strategies in line with scorecard goals.
Analyze and sell treasury management solutions to business customers.
Meet current clients to enhance treasury services and expand relationships.
Promote and onboard new customers for treasury management products.
Document all client interactions in CRM for team visibility.
Maintain comprehensive knowledge of treasury management products.

Benefits

Comprehensive health insurance plans.
Retirement savings plan with company match.
Flexible work arrangements.
Opportunities for professional development.
Participation in industry events as a representative.

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Full Job 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.

Preferred Language Requirements

English written and verbal
Korean written and verbal

The salary range for this full-time position is $125,000.00 - $150,000.00 annually + bonus + benefits

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

Exact compensation may vary based on your skills and experience.

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About Bank of Hope

Bank of Hope is a commercial bank headquartered in Los Angeles, California. It was founded in 1976 as BBCN Bank and changed its name to Bank of Hope in 2017. The bank provides a wide range of financial products and services to individuals, small businesses, and commercial clients, including deposit accounts, loans, credit cards, and wealth management services. Bank of Hope operates more than 50 branches in California, Washington, Texas, Illinois, New York, New Jersey, Virginia, Georgia, and Alabama. The bank is committed to serving the needs of the Korean-American community and other diverse communities, and has been recognized for its efforts to promote diversity and inclusion in the workplace.

Learn more about Bank of Hope

Size

1,300 employees

Industry

Finance & Insurance

* Ladders Estimates

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