Financial Solutions Professional
4 days ago
We are seeking a dynamic Treasury Relationship Manager to join our team, responsible for managing a portfolio of existing accounts and providing cash management and financial solutions. This role offers an exciting opportunity to work closely with sales, operations, and other internal teams to deliver exceptional client service.
Responsibilities:- Client Engagement: Build and maintain strong relationships with corporate clients, understanding their needs and preferences to provide tailored solutions.
- Treasury Solutions: Offer customized treasury and cash management solutions, including payment solutions, cash management tools, and investment options, to meet clients' evolving needs.
- Sales Team Support: Collaborate with sales teams to identify client requirements, create compelling proposals (RFPs), and ensure compliance with regulatory and internal standards.
- Operational Improvement: Participate in internal projects, such as system updates or client migration tasks, to drive operational efficiency and enhance client satisfaction.
To succeed in this role, you'll require at least 2-3 years of experience in Client Services, focusing on delivering treasury and cash management solutions to corporate/financial institutional clients. Excellent presentation, communication, time management, problem-solving, interpersonal, and teamwork skills are essential for success.
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