Bank of Hope

TMS Sales Associate

Bank of Hope • $100K — $130K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in business administration or finance
  • 3+ years relevant banking and treasury experience
  • Proficiency in Microsoft Office (PowerPoint, Excel, and Word)
  • Superior verbal and written communication skills
  • Strong time management, organizational, and multitasking abilities
  • Ability to understand Treasury Solutions and pricing processes
  • Ambition to develop into an individual sales contributor

Responsibilities

  • Collaborate on client proposals for tailored Treasury solutions
  • Prepare materials for client calls, including pitch books and account plans
  • Understand clients' Treasury cash management objectives
  • Coordinate with product partners for comprehensive solutions
  • Analyze competitors’ products and market positioning
  • Manage sales pipeline to ensure timely pricing and service setup
  • Work with internal partners for successful implementation and pricing accuracy

Benefits

  • Health, dental, and vision insurance
  • Retirement savings plan
  • Paid time off and holidays
  • Professional development opportunities
  • Flexible work arrangements
Full Job Description
  • Collaborate with the Treasury Management Sales Officer (TMSO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
  • Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
  • Develop an understanding of clients' Treasury cash management structure and objectives
  • Coordinate with product partners to develop comprehensive Treasury solutions
  • Develop and understand competitors' products and positioning within the client & market
  • Work with the TMSO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
  • Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing


Job Qualifications/Requirements

Preferred Language Requirements

  • English written and verbal
  • Korean written and verbal


Education/Credentials

  • Bachelor's Degree in business administration or finance


Prior Experience

  • Three+ years' relevant banking and treasury experience


Technical Skills

  • Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
  • Superior verbal and written communication skills with the ability to mobilize internal networks and resources
  • Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
  • Proficiency in Microsoft Office (PowerPoint, Excel and Word)
  • Ambition to develop into an individual sales contributor
  • Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
  • Sales, portfolio management or relationship management experience
  • Qualitative and quantitative skills


The salary range for this full-time position is $100,000.00 - $130,000.00 annually + bonus + benefits

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

Exact compensation may vary based on your skills and experience.

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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