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Treasury Management Officer III

$150k - $190k

Sunflower Bank Mortgage Lending

Job Type: Full‑time Location: Irvine, CA (Orange County). Must be local to Orange County/Irvine. Role: Treasury Management Officer III. Responsibilities Provide an exceptional level of quality service for internal and external customers and respond to customers’ needs, questions and concerns in an accurate, effective and timely manner. Prepare pro‑forma analyses of customer’s product sales potential and preparation of pricing proposal. Review and analyze current and potential commercial relationships and recommend appropriate products and services. Participate in design of marketing and sales programs aimed at the commercial customers for treasury management related products; develop various prospecting and sales related materials and reporting to be used throughout the sales cycle. Prepare appropriate contracts, agreements and documentation relative to the Treasury Management products and services offered in accordance with Sunflower Bank, N.A. policies and procedures. Collaborate with other departments and team members on the preparation and presentation of Commercial Banking proposals and requests for financial proposals (RFPs). Maintain industry knowledge of treasury management solutions and pricing to stay competitive. Leverage reporting and sales tools to proactively identify and successfully convert sales opportunities. Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company. Perform other duties as assigned. Qualifications Bachelor’s degree in Finance, Accounting, Business, Management, Economics or similar; previous experience may be considered in lieu of a degree. Minimum of 10 years of experience working in a financial institution. Certified Treasury Professional (CTP) designation preferred. Ability to self‑source opportunities with a successful track record in team selling and lead sharing. Minimum of 5 years of RFP experience with ability to create proposals. Current understanding of general Treasury Management products, offerings, cash‑flow cycles, and working capital. Ability to assess and manage risk/fraud with a strong understanding of value propositions related to TM solutions. Strong verbal and written communication skills. Strong problem‑solving, strategic thinking, time‑management and organizational skills. Strong ability to formulate partnerships with all levels in an organization. Salary $150k - $190k, dependent on knowledge, skills, experience, and location. Company Culture Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associate Benefits 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company‑paid Life Insurance Tuition ReimbursementSure, here's……... (tanging…... maybe #J-18808-Ljbffr Sunflower Bank Mortgage Lending

Vacancy posted 3 days ago
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