Sr Treasury Advisor - Newport Beach
1 month ago
Job summary
The Sr Treasury Advisor will apply consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.Maintains the integrity of client data by analyzing trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives.
Resolves document exceptions and maturity report discrepancies ensuring record accuracy addressing potential issues.Cultivates strong relationships with bank's high-value clients providing strategic advice on financial solutions.
Job description
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