Treasury Solutions Consultant I - NYC - BankUnited
New York, NY 10016
About the Job
SUMMARY: A Treasury Solutions Consultant independently manages a portfolio of clients with complex treasury solution needs. A Treasury Solutions Consultant is also responsible for growing the portfolio via new client acquisition and cross-selling opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
* Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and treasury products and services.
* Work with the business line Relationship Manager, develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling.
* Coordinates and directs treasury solutions for clients to include development of new treasury business, expansion of existing business relationships and maintaining current client relationships.
* Leads risk assessment associated with potential solutions.
* Ensures that other client team members are informed of client needs and of the solutions to meet those needs.
* Collaborates with Relationship Management team on pricing of business to optimize relationship profitability.
* Communicates client needs to other key partners, including product and support partners as appropriate.
* Works within a client team environment, coordinating and directing strategy and client contact activities for the team in regards to Treasury Solutions.
* Partners closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.
* Maintains daily client contact through both independent and joint calling activities.
* Functions as a strategic advisor leading with working capital solutions, driving payment transformation, and delivering our capabilities.
* Ensures client satisfaction by understanding the client's business and being their advocate at the Bank.
* Influences others, inspiring them to follow his/her lead. Seeks perspectives of others with differing points of view when formulating and selling ideas. Communicates a compelling sense of purpose and direction.
* Functions as a role model and mentors to more junior employees including Treasury Sales Analysts.
* Builds partnerships and collaborates across teams to achieve sustainable results. Demonstrates and encourages collaboration and teamwork.
* Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
* Adheres to Bank policies and procedures and completes required training.
* Identifies and reports suspicious activity.
EDUCATION
Bachelor's Degreeor an equivalent combination of education and related work experience required.
EXPERIENCE
* Demonstrated success in direct treasury sales to Retail / Business Banking, Commercial, and Middle Market Clients required.
* Must have 5+ years of experience in the Alternative Investment Industry through employment at a Fund Manager / Asset Manager or relevant Service Provider (Fund Administrator, Auditor, FinTech, etc).
* Ability to lead client demonstrations of the various Bank proprietary technology solutions.
* Must have experience with treasury management systems.
* While not required, a plus is experience with the Hazeltree platform.
CERTIFICATES, LICENSES, REGISTRATIONS
* Certified Treasury Professional (CTP)-AFP preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled