- Bank of America (New York, NY)
- …In partnership with CBK/Global TSO, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship ... + Sales and client relationship experience + Working knowledge of treasury management products and services + Proven negotiation and active listening… more
- Capital One (New York, NY)
- …satisfied and/or carefully understands the mechanics of the service + Collaborates with Treasury Management Client Services team to deliver exceptional ... process; manages issues if they arise + Performs timely follow-up concerning newly implemented treasury management services to ensure the client is… more
- Bank of America (New York, NY)
- …driving responsible growth and enhanced overall client relationship. + Evaluate treasury cash management related procedures as it relates to clients' global ... driving responsible growth and enhanced overall client relationship; + Evaluating treasury cash management related procedures as it relates to clients'… more
- Bank of America (New York, NY)
- …with Product, Implementation, Operations, Wholesale Credit, TSO/Trade PSS, Legal, and Contract Management to ensure client needs and timeline are met. * ... Treasury Product Associate - Supply Chain Finance Program...the hand off of accepting suppliers to Implementation for onboarding . * Once the program is active, provide ongoing… more
- City National Bank (New York, NY)
- …operational services activities of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. Oversees KYC, BSA, ... that have an impact on the customer experience. WHAT WILL YOU DO? * Oversee client and operation onboarding workflow from initial meeting to client servicing… more
- SMBC (New York, NY)
- …update project status, share best practices, and coordinate feedback + **Project Management :** + Manage multiple client onboarding projects simultaneously, ... our overall client experience. **Role Objectives** + ** Client Onboarding & Implementation:** + Serve as... functions, including knowledge of financial systems, ERP platforms, Treasury Management Systems + Demonstrated capability in… more
- City National Bank (New York, NY)
- …position is responsible for leading the day-to-day service activities related to accounts, treasury , and loans. Oversees all aspects of client experience from ... standard is met. Identifies and escalates exception conditions as appropriate. Advises management on issues affecting client experience ensuring the timely… more
- Bank of America (New York, NY)
- …peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management . The future of treasury management is here at ... - Comfortable interacting with senior colleagues - Understanding of Treasury Management (Global Payments Solutions) business -...to execution. - Knowledge of large corporate or institutional client needs within cash management or liquidity… more
- Citigroup (New York, NY)
- …goals. Citi's Services division offers the industry's most comprehensive suite of Treasury and Trade Solutions (TTS) including cash management , payments, ... process that ensures globally consistent usage of our Client Relationship Management platforms and Deal Design...management governance. * A disciplined approach to sales management and ideally relevant experience in Treasury … more
- TD Bank (New York, NY)
- …make an impact with top tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and trade finance ... of four business lines: Global Trade Finance ("GTF"), Corporate Cash Management ("CCM"), Financial Institutions ("FI"), and Export and Agency Finance ("EAF").… more