- BMO Financial Group (Newport Beach, CA)
- … sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing ... Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes… more
- Zions Bancorporation (Walnut Creek, CA)
- …flow, drive operational efficiencies, and implement innovative payment solutions. As a **Senior Treasury Management Sales Consultant** , you will lead with ... insight and influence-serving as a strategic advisor to commercial clients while driving revenue growth through...with 6+ years of experience in treasury management , commercial banking, or financial services sales .… more
- Citizens (Los Angeles, CA)
- …or 5 years of direct experience. + 4+ years of Cash Management sales experience preferred + Detailed knowledge of Treasury Solutions Products and an ... Description The Business Banking Treasury Sales Specialist II is responsible...market to support and drive the value of Cash Management to existing and new to bank clients. +… more
- Deloitte (Costa Mesa, CA)
- …+ Serve as a trusted advisor to clients, providing SAP treasury , risk management , and technology advisory services to enhance operational efficiency, ... offerings, and by supporting business development activities such as sales pursuits and proposal development. + Foster a culture...treasury , with a strong focus on technology and treasury management systems, specifically SAP Treasury… more
- KeyBank (CA)
- …(Computer Science, Engineer, Physics) (preferred) **Experience Qualifications** + 5+ years payments/ treasury , or cash management consultative sales ... set. Sr. Payments Advisors serve as the client's trusted advisor for cash management solutions to develop,...to acquire expand and retain business clients who have payments/ treasury management needs. + Demonstrate willingness and… more
- Fifth Third Bank, NA (Ontario, CA)
- …statement analysis, in order to offer beneficial banking solutions (eg loans, treasury management , capital markets) based on clients and prospects needs. ... statements and understanding of accounting principles. + Thorough knowledge of Commercial, Treasury Management , and alternative lending and financing options. +… more
- Medtronic (Northridge, CA)
- …They will be a proactive problem-solver, a collaborative leader, and a trusted advisor to executive management and the Board of Directors. Responsibilities may ... liaison with auditors and regulatory bodies, and serve as a trusted advisor to executive leadership on complex technical accounting matters. The successful Director… more
- JPMorgan Chase (Palo Alto, CA)
- …aligning with RM teams and the Banker and Treasury team to achieve individual sales goals + Serves as a trusted advisor and client advocate, leveraging core ... RM teams and an established team of Bankers and Treasury Sales teams to ensure proper alignment...+ Possesses a minimum of 8+ years of related sales and relationship management experience + Strong… more
- JPMorgan Chase (Palo Alto, CA)
- …You will work closely with an established team of Bankers and Treasury Sales teams. **Job Responsibilities:** + Cultivate new business opportunities ... within the portfolio by aligning with the Banker and Treasury team to achieve individual sales goals...qualifications, skills and capabilities** + 8+ years of related sales and relationship management experience + Strong… more
- BMO Financial Group (Newport Beach, CA)
- …leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key ... Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy...RFPs + Experience with Sales Strategy and Sales referral process development + Risk Management … more
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