Treasury Management Officer Resume Sample
Hipolito Strosin
234 Makayla Mews,
Houston,
TX
+1 (555) 390 6208
Work Experience
Associate Treasury Management Officer Commercial Bank Regional Sales Center
08/2016
-
PRESENT
San Francisco, CA
- Writes professional quality proposals and respond to formal RFP’s
- Responsible for the sale of depository and Treasury Management solutions to existing and prospective clients either in conjunction with commercial lenders or on an individual basis
- Responsible for deposit generation, TM unit revenue and operating profit.
- Sets expectations for all elements of the Treasury Management sales cycle to include business development, prospect qualification, needs analysis, close and implementation of services
- Proactively reviews client base and identifies deposit and Treasury Management services solutions and cross-sale opportunities based on customer needs and completes the sale
- Understands the customer’s business environment, strategies and competition in the industry to provide the best solutions
- Develops and provides banking solutions that meet customer’s business needs by partnering with customers as a financial advisor
- Refers new business to partners (Retail, Private Banking, Mortgage, and Commercial)
Treasury Management Officer
11/2013
-
05/2016
Chicago, IL
- Actively networks within the community through memberships, outside business events and professional associations
- Remains current on all Treasury management products and services offered
- Provides assistance in response to regulatory and internal/external audit requests
- Travels as needed in order to perform other essential functions
- Valid driver’s license and a driving record that conforms to company standards
- Working towards or already obtained Certified Treasury Professional (CTP) certification
- Strong time management, organizational and planning skills gained through previous work experiences
- Strong written and verbal communications skills including the ability to build rapport and trust
Commercial Banking Treasury Sales Center Treasury Management Officer
09/2011
-
10/2013
Houston, TX
- Experience with and understanding of business cash flow and success factors
- Experience operating in a fast-paced flexible work environment with competing demands
- Proven ability to maintain high integrity and high ethical standards
- Develops new treasury management business
- Builds, develops and maintains profitable deposit relationships with new and existing customers
- Conducts customer/prospect needs analysis and develops proposed service solutions/sales presentations to assist businesses and organizations in making efficient use of cash
- Coordinates sales efforts with commercial lenders in order to acquire new business and strengthen existing client relationships
- Manages sales process to include proposal and implementation
Education
Strayer University - Orlando East Campus
2006 - 2010
Bachelor's Degree in Business
Professional Skills
- Strong PC skills (Word, Excel, Access)
- Solid commercial sales techniques and client relationship skills
- Relationship Building – Build and maintain strong relationships of a portfolio of existing clients and internal partners via the phone
- Direct experience successful selling treasury services to large complex clients across; multifamily, retail, office and industrial
- Treasury management, sales and relationship management experience supporting clients with $20 to $100million in revenues
- Strong understanding of the unique requirements of companies within various lines of business and industries
- Direct experience successful selling treasury services to large complex clients
How to write Treasury Management Officer Resume
Treasury Management Officer role is responsible for finance, retail, credit, training, planning, reporting, insurance, travel, events, government.
To write great resume for treasury management officer job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Treasury Management Officer Resume
The section contact information is important in your treasury management officer resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Treasury Management Officer Resume
The section work experience is an essential part of your treasury management officer resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous treasury management officer responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular treasury management officer position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Treasury Management Officer resume experience can include:
- Experience with and comprehensive understanding of Treasury Management products, credit process, overdraft management discipline and pricing philosophy
- Maintain effective cross selling activities
- Demonstrates products and services to business customers, such as treasury management, on-line banking via the Internet, lockbox services and sweep accounts
- Demonstrates treasury management products and services to business customers
- Possesses strong C&I industry and Baton Rouge market expertise
- Possesses strong C&I industry and Minneapolis market expertise
Education on a Treasury Management Officer Resume
Make sure to make education a priority on your treasury management officer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your treasury management officer experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Treasury Management Officer Resume
When listing skills on your treasury management officer resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical treasury management officer skills:
- Cash management, sales and relationship management experience specifically targeting local and state governments
- Years of experience in a treasury management /commercial banking sales is required
- Experience in corporate banking/sales
- Excellent knowledge of product delivery systems and on-line computer systems
- Possesses strong C&I industry Los Angeles market expertise
- Possesses strong C&I industry and Overland Park and Kansas City market expertise
List of Typical Experience For a Treasury Management Officer Resume
1
Experience For Associate Treasury Management Officer Commercial Bank Regional Sales Center Resume
- Develops and maintains long-term relationships with current and future banking customers
- Active networking within the community through memberships, outside business events and professional associations
- Initiates and develops new commercial relationships cross selling all services of the Bank
- Relationship Review and Working Capital Analysis of client relationships along with other internal stakeholders
- Provide functional assistance and training to partners as it relates to Treasury Management products and services
- Conduct annual relationship reviews to ensure proper pricing is realized, and appropriate cross-sell opportunities are identified
2
Experience For Commercial Banking Treasury Management Officer Treasury Sales Center Resume
- Centrally Manages a portfolio of small to medium sized revenue producing analysis customers (Tier 1 and Tier 2)
- Calls upon customers regarding Bank products and services through a coordinated effort with relationship managers and branch managers
- Understands and follows operating procedures for all business products
- Drives to various business locations when calling upon customers
- Provides Treasury Management Sales Manager with monthly activity and pipeline reports regarding sales performance on a weekly basis
- Submits to supervisor monthly activity and pipeline reports regarding sales performance
- Provide functional assistance and training to partners, as it relates to Treasury Management products and services
- B.A./B.S in Accounting/Finance
- Remains current on all cash management products and services offered
3
Experience For Associate Treasury Management Officer Commercial Bank Middle Market Resume
- Retain valued and profitable client relationships
- Portfolio Profitability Management: Deposit Spread Income, Fee Income, Product Penetration
- Risk Management reviews for ACH, Corporate Credit Card, and RDC Services
- Certified Treasury Professional Certification
- Industry and Relational Treasury Management Networks
- Coordinate necessary follow-up with Treasury Management Analysts , Product Management, and operational support areas
- Maintain client portfolio and manage to retention, needs satisfaction, portfolio growth and other established or negotiated sales objectives
4
Experience For Commercial Banking Middle Market Treasury Management Officer Resume
- Remain abreast of current developments in the Treasury Management marketplace
- Position responsibilities are sales; maintenance/support activities are those necessary to coordinate preparation of proposals and implementation of services sold
- Assist in the development of departmental strategies, tactics and objectives
- In direct partnership with cash management services, work with external vendors to evaluate current and future product offerings and service deliveries
- Actively call on clients and source prospects through a proactive outreach
5
Experience For Commercial Banking Middle Market VP Treasury Management Officer Resume
- Generally 20% or less travel required
- Provides professional sales support to all Bank areas involved with business services products
- Analyzes business customer needs to determine competitive strategies for treasury management services
- Prepares and provides cash management and deposit services proposals
- Manages treasury management client portfolio
- Cultivates business leads and calls on businesses
- Open new business accounts when necessary
6
Experience For Commercial Banking Associate Treasury Management Officer Treasury Sales Center Resume
- Participates in product development and conversions as necessary
- Assists in product and proposal comparisons
- Assists with sales promotions
- Works with Relationship Managers and Branch Managers to identify and resolve questionable transactions
- Understands and follows operating procedures for all business products. Provides professional sales support to all Bank areas involved with business services products
- Analyzes business customer needs to determine competitive strategies for treasury management services. Recommends changes to facilitate customer services while increasing profitability
- Maintains a professional appearance at all times before customers
7
Experience For Associate Treasury Management Officer Resume
- Opens new business accounts when necessary to prepare and provides deposit services proposals
- Prepares and provides deposit services proposals/contracts for title companies, municipalities and government agencies
- Assists in product and price comparisons with competition
List of Typical Skills For a Treasury Management Officer Resume
1
Skills For Associate Treasury Management Officer Commercial Bank Regional Sales Center Resume
- Maintain effective cross selling and referral activities
- Maintain strong working relationships with other Relationship Managers (Commercial, Wealth Management, Retail) within the designated sales territory
- Possesses strong C&I industry background
- Possesses strong C&I industry and Seattle market expertise
- Possesses strong C&I industry and Arizona market expertise
- Possesses strong C&I industry and Salt Lake market expertise
- Possesses strong C&I industry and Las Vegas market expertise
2
Skills For Commercial Banking Treasury Management Officer Treasury Sales Center Resume
- Direct experience with Financial Sponsors of similar scale and scope
- Possesses strong C&I industry background and knowledge of the local C&I market
- Direct experience with clients of similar scale and scope
- Five or more years of Treasury Management sales experience
- Understanding of the LA County C&I market
3
Skills For Associate Treasury Management Officer Commercial Bank Middle Market Resume
- Understanding of the San Gabriel Valley C&I market
- Understanding of the multifamily, retail, office and industrial Treasury Market
- Understanding of the Los Angeles C&I market
- Understanding of the commercial real estate market and the treasury solutions applicable to it
- Understanding of the South Bay C&I market
- Understanding of the local C&I market
- Marketing Expertise – Leverage expert knowledge to proactively and creatively present solutions to clients and prospects
4
Skills For Commercial Banking Middle Market Treasury Management Officer Resume
- Supervise Treasury Management Analysts within the banking platform ensuring they are trained, motivated and supported properly to achieve sales goals
- Create organic growth in commercial deposits and fee income using solution selling techniques to exceed annual sales goals
- Proactive servicing and maintaining of client portfolio
- Advanced understanding of Cash Management concepts and Working Capital Management
- Thorough knowledge of banking and cash management products
5
Skills For Commercial Banking Middle Market VP Treasury Management Officer Resume
- Basic knowledge of banking and cash management products
- B.A./B.S in Accounting/Finance or equivalent industry expertise
- Cash management; sales support and/or direct sales responsibility in a banking environment
- Open customer accounts using Bank sales new accounts software
- Identify client needs and present working capital solutions to clients and prospects
- Understand competitors’ products and positioning within the client & market
6
Skills For Commercial Banking Associate Treasury Management Officer Treasury Sales Center Resume
- Actively participate in the sales planning process
- Thorough knowledge of product delivery systems and on-line computer systems
- Areas covered would be parts of North Los Angeles County
- Basic knowledge of treasury products and services, processes and procedures
- Treasury Sales background within a top tier bank
- Influence matrix partners in implementation & product
7
Skills For Associate Treasury Management Officer Resume
- Business Acumen – Understand the overarching Treasury Services business environment and mobilize internal networks and resources. Drive business results in alignment with strategic objectives. Possess knowledge and understanding of Treasury Services products, credit process, and pricing philosophy
- Drive and Motivation - Demonstrate tenacity, focus, and discipline to accomplish results
- Time Management – Establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives
- Judgment and Professionalism – Make sound decisions that consider and balance the needs of the customer and the bank. Display professionalism in written and oral communications, both internally and externally
- Other key competencies – Use of various PC and Internet-based systems to manage a client portfolio
- Relationship Building – Build and maintain strong relationships of a portfolio of existing clients and internal partners via the phone. Influence those outside of direct Management control
- Drive and Motivation - Demonstrate tenacity, focus, discipline and self impetus to accomplish results
- Healthcare – Hospitals , Health Systems Large Physician Groups, LTC Facilities, ETC
8
Skills For Commercial Banking Associate Treasury Management Officer Ghhn Treasury Sales Center Resume
- Higher Education – College and Universities
- Not For Profits – Social/Human Services, Membership Organization, Foundations, and Cultural Institutions
- Proficiency with technical basics of PC-based cash management services
- Adapt to fast-paced work environments and meet deadlines
- Perform each duty and responsibility satisfactorily
- Knowledgeable of all strategic TM solutions and processes
- Understand competitions’ capabilities and gaps and how to position 5/3’s services
9
Skills For Senior Treasury Management Officer Resume
- Devise and execute a plan to exceed sales goals
- Develop and manage sales pipeline of new and cross-sell opportunities
- Partner with, educate and provide recommendations to internal partners on TM products/solutions
- Independently solicit and develop new account relationships through an aggressive calling program; build and manage a portfolio of corporate and municipal clients in the capacity of relationship manager
- Lead assigned market growth and development through treasury management sales
10
Skills For Commercial Banking Treasury Sales Center Treasury Management Officer Resume
- Stay informed about current developments in the treasury management marketplace
- Provide team members with functional guidance
- Independently solicit and develop new account relationships through an aggressive calling program; manage a portfolio of corporate clients in the capacity of relationship manager
- Sell Treasury Management products and services to established corporate customers and prospects through an aggressive joint sales calling program with the commercial staff
- Conduct an effective, needs based sales program consistent with overall Treasury Management Division objectives in conjunction with other relationship managers in the designated market
- Maintain an in-depth working knowledge of all Treasury Management products and services, including Treasury Management technical products (e.g.- treasury workstations), and present client demonstrations as necessary
- Actively participate in the sales planning process. Focus on strategic sales objectives of retention, needs satisfaction, and portfolio growth
- Establishes, builds, manages and maintains professional banking relationships with clients/prospects which utilize depository/cash management services
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