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What we are looking for: Manages all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale. Uses this knowledge to design customer-centric treasury management solutions and provide consultative expertise on the liquidity management cycle.
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Reporting to the Controller, the Assistant Controller will collaborate extensively with cross-functional partners, including HR, Sales Operations, and the CFO. The Assistant Controller should be efficient in working in a fast-growing start-up environment, with a strong sense of operational aspects of the Accounting function, and help contribute to building a world-class accounting team.
$155,000 - $175,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury management. Required Skill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge retail and wealth solutions referred, knowledge of business deposit and cash management solutions, business development, networking and building centers of influence.
$69,375 - $120,250 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience.
$150ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products.
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Non-sales roles starting salaries are expressed as base salary and short-term incentives are in the form of the Annual Incentive Plan (AIP). We are seeking an experienced and dedicated Senior Manager, Hedging and Foreign Exchange to lead our Treasury Hedging team.
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Experience with Sales Strategy and Sales referral process development. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
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Deep expertise with finance, particularly in budgeting, cost management, financial accounting, treasury, risk management and key financial metrics. Explore and execute opportunities for partnerships to drive business growth in alignment with the CEO and other stakeholders, while providing finance leadership for finance function, which includes planning, detailed sales and trade forecasting, pricing, promotional strategy, and innovation support.
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Supports Treasury Management Sales with the implementation of more complex Treasury Management Services client requests including testing, mapping of data files and service implementation.
$86,295 - $143,825 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Accredited Artificial Intelligence (AI) / Machine Learning (ML) certifications (e.g., AWS, Google Data Analytics, Microsoft Azure)Ability to interact at all levels of the client organization, build consensus and foster changeAbility to work independently, manage small engagements or parts of larger engagementsExperience with pre-sales, proposals and RFP activitiesSuperior critical thinking, analytical and problem-solving skillsWillingness to mentor and counsel junior staff.
$125,000 - $255,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Consulting with internal customers on the taxability of potential transactions including with sales, order management, Treasury, accounting and income tax teams. Bachelor’s degree in accounting or finance (CPA, CMI for sales tax is a plus.
$140,000 - $260,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago
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