
Website Bank Of Nevada
Job Description:
As a Treasury Management Analyst you’ll be responsible at a divisional level for acting as a liaison between the customer, Treasury Management Support Specialists, Branch Banking, Business Development and Commercial Lenders, and other internal partners.
Job Responsibilities:
- Assists with calling on prospective or existing customers to develop and deepen business relationships. Contributes to pipeline reports, educates and markets new products to Business Development Officers, Commercial Lenders, and Portfolio Managers.
- Supports the coordination of implementation for new business set-up of treasury management products and services including pre- and post-sale customer documentation.
- Provides ongoing relationship management services and facilitates technical support needs, and acts as a liaison between customers, third-party vendors, and Treasury Management Support team.
- Prioritize the oversight of the Request for Proposal (RFP) to meet quick turnaround dates upon receipt.
- Working directly with the Relationship Manager and Treasury Management officers in additional to pulling in the relevant partners (Including but not limited to product, marketing and compliance).
- Responsible for providing sales support to internal partners for existing and prospective customers.
- Assists with the analysis of account activity to determine appropriate treasury management products and services for the needs of the customer and performs routine analysis regarding services charges, balances, fee waivers, etc.
Job Requirements:
- Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- High school diploma required
- 1+ years of direct, related experience required
- Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Bachelor’s degree in related field desired
- Strong speaking and writing skills for internal & external audiences
Job Details:
Company: Bank Of Nevada
Vacancy Type: Full Time
Job Location: San Diego, CA, US
Application Deadline: N/A
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