Treasury Operations Manager PR Job at Creative Financial Staffing in Guaynabo

Primary Job Duties:

• Responsible for identifying, analyzing, selling, and supporting treasury management products and services to established business customers and targeted prospective clients across all business units.
• Maintenance and creation of the portfolio inventory.
• Purchases and sells of position analysis - Recommendations to the ALCO.
• Works closely with the Chief Financial Officer to provide banking solutions to current and prospective customers to attain the goals.
• Solidify customer retention efforts by providing a superior level of customer service during pre-sale, onboarding, and post-sale.
• Contributes to the bank's deposit growth strategies and goals by generating additional revenue from the sale of treasury management products and services.
• Evaluates profitability of treasury management products by customer to ensure volumes, usage, and fee generation.
• Update and monitor Bloomberg alerts related to the bank's portfolio positions.
• Budget creation, assumptions documentation and narrative.

• Build relationships with customers through regularly scheduled visits, sales and cross sales for referrals and potential new business.
• Provide treasury management product training to the sales teams to maximize referral opportunities.

• Responsible for completing annual training program assigned.
• Performs other functions and/or duties as assigned.