Treasury Relationship Manager san Francisco, CA

Treasury Relationship Manager

 
Job ID: Job-1575       
Job Title:      Treasury Relationship Manager  
location:       San Francisco, CA      
Jobtype:        Permanent      
Rate:   $120K - $140K +bonus   
Primary Skills:        
Description:    Responsible for the solicitation and retention of large and complex treasury management relationships and prospects. 

Major Responsibilities: 
Increase Bank''s share of Technology customers'' treasury management wallet. monitor and enhance profitability of all assigned relationships cross sell Bank products and services. 
Organize and implement a written account retention program for customers, which best meets their needs. 
Maintain a detailed and complete tracking system of all assigned customers and prospects in Enterprise Solutions for Bankers (ESB). 
Work with customers, cash management, and product management to create innovative solutions that assure customers receive superior systems specific to their industry. 
Work closely as a "team player" with all department members to provide superior service to customers. 
Work closely with Commercial Customer Service Unit personnel to assure customers receive superior operational support. 
Prepare proposals and proformas for new services sold to assigned customers and prospects. Analyze pricing requests for assigned and prospective customers and prepare pricing models. 
Actively ensure compliance with Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. 
Actively participate in any required corporate and business line Compliance Training. 
Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position. Actively work with customers to understand each customer''s normal account activity, as appropriate for this position. 
Perform related duties as assigned. 

Qualifications 
Typically requires a BA or BS degree, with 10+ years of sales and relationship management experience. 
Thorough working knowledge of the Bank''s products and their benefit to the customer, Bank operations and services, and federal and state banking regulations. 
Requires frequent travel within assigned geographic territory. 
CTP or CCM preferred. 
Detailed knowledge of Cash Management products and services. 
Territory, calling and proposal experience. 
Excellent verbal and written communication skills to include selling of bank services dealing with customers and bank personnel in resolving operational problems giving presentations. 
Working knowledge of Microsoft Word, PowerPoint and Excel, Rumba, Lotus Notes, LAN AMMO, and ESB. 

Candidate Must Have : CTP or CCM preferred,Working knowledge of Microsoft Word, PowerPoint and Excel, Rumba, Lotus Notes, LAN AMMO, and ESB.,Typically requires a BA or BS degree, with 10+ years of sales and relationship management experience. 

Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume. 

NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES. 
To receive a complimentary subscription to my job search ezine, No B.S. Job Search Advice, go to www.JeffAltman.com to subscribe. Receive tweets from Twitter with job search tips and job listings – TheBigGameHuntr