GTP Senior Treasury Associate

Treasury Associate

This position is responsible for supporting GTP Treasury Relationship Managers (TRMs) introducing working capital and treasury management solutions to customers. The Treasury Associate will serve as the primary sales support partner for multiple TRMs to drive fee revenue and new deposits focusing on commercial banking, corporate and specialty industry verticals.

Responsibilities include:

• Analyze client activity, including client deposits, fee activity to proactively identify client deepening opportunities
• Prepare proformas, product proposals, relationship reviews and RFPs.
• Customer facing support to propose banking services to commercial and corporate customers in a wide range of treasury solutions including online banking, remote deposit, fraud prevention products, lockbox, merchant card processing, payment solutions and cash vault
• Gather industry information and conduct client research
• Core or single product sales to clients
• Submit, track and follow up on implementation requests
• Maintain thorough knowledge of all bank products and services
• Track new exception pricing requests through approval process and manage renewals
• Assist internal and external customers with account analysis statement review
• Act as liaison with GTP TRMs and other GTP departments as needed
• Provide back up for GTP TRMs when out of the office on sales calls
• Assist TRMs to keep sales activities tracking up to date in CRM system to ensure adequate recordkeeping of bank relationships, calling activities and sales opportunities.
• Responsible for meeting or exceeding all assigned sales and portfolio goals of the TRMs supported by this position.
• Actively ensure compliance with all EWB policies and procedures such as Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, Information Security and suspicious activity reporting requirements, etc.

Qualifications include:

• Minimum 3-5 years of Treasury and Payments sales support experience in Corporate/Commercial segments.
• Knowledge of treasury management concepts and principles as related to bank products and services.
• Bachelor's degree is typically required.
• Certified Treasury Professional (CTP) accreditation preferred.
• Excellent verbal and written communication skills to include selling of bank services and coordinating with others throughout the bank to ensure clients receive superior operational support.
• Ability to work under minimal supervision and work well under pressure
• Strong time management skills and ability to organize and coordinate multiple assignments and follow through to completion while ensuring a consistent customer experience
• Ability to build effective relationships with customers, staff and members of the community
• Strong problem solving and decision-making skills
• Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation range is USD $110,000.00/Yr. - USD $140,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.