
Cash Flow Specialist
17 hours ago
Level: AVP/VP
Role Overview:We are seeking an experienced Treasury Service Relationship Manager to join our Client Relations team at the AVP/VP level. The role involves managing and growing relationships with corporate clients, delivering tailored treasury solutions, and driving business growth.
Key Responsibilities:- Develop and manage relationships with corporate clients to understand their treasury needs and provide customized solutions.
- Drive sales of treasury and risk management products including liquidity, cash management and investments.
- Partner with internal teams (risk, compliance, operations, product) to deliver seamless client experience.
- Stay updated on market developments, regulatory changes, and competitive landscape to provide insights and advice to clients.
- Acquire new corporate clients and expand wallet share from existing ones by identifying their needs and selling treasury products
- Leverage technology and digital platforms to enhance client servicing and efficiency.
- Maintain a disciplined approach to pipeline management, client coverage, and revenue growth.
- Strong technology orientation and ability to adopt digital platforms for client engagement.
- Prioritizing a service mindset is essential for supporting clients.
- Sharp intelligence and market acumen to interpret economic, regulatory, and industry trends.
- Exceptional relationship management skills with ability to engage CXO-level stakeholders.
- Excellent communication, presentation, and negotiation skills.
- Results-driven, entrepreneurial mindset with ability to thrive in a fast-paced environment.
- Bachelor's degree or higher
- 8-12 years of experience in Treasury Sales/Corporate Treasury Relationship Management, preferably with financial institutions
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