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Treasury Operations Manager PR
Creative Financial Staffing - Puerto Rico 8 hours ago
Primary Job Duties: Responsible for identifying, analyzing, selling, and supporting treasury management products and services to ...
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Creative Financial Staffing - Puerto Rico 8 hours ago
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Go to next pageCreative Financial Staffing
Creative Financial Staffing - Puerto Rico
Work at Creative Financial Staffing
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.
See details and apply
Treasury Operations Manager PR
