Jobs
>
Los Angeles

    Sr. Treasury Management Officer - Los Angeles, United States - CalPrivate Bank

    CalPrivate Bank
    CalPrivate Bank Los Angeles, United States

    3 weeks ago

    Default job background
    Description
    CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion

    Job title:
    Sr. Treasury Management Officer


    Department:
    Treasury Management

    Reports to:
    VP/ Treasury Management Sales Manager

    FLSA Status:
    Exempt


    Job Summary:


    Generate deposit growth and fee income by assisting in the development of new business relationships and expansion of existing relationships through a professional and consultative sales approach.

    Attain the highest level of client satisfaction, revenue, and profitability. Stay abreast of current products, policies, technology, industry trends and pricing.


    Demonstrate a high level of awareness of the Bank's value proposition, work with sales teams in engaging clients in discussions around products and services holistically.


    Duties & Responsibilities:


    Work with sales teams by participating in client/prospect calls and/or engaging directly with clients/prospects to present TM products and services as well as pricing terms.

    Identify client needs and recommend treasury services to meet those needs.
    Support client-facing teams to trouble-shoot and answer TM related inquiries.
    Analyze complex treasury operations; develop, propose, and professionally present comprehensive cash management solutions in response to that analysis.

    Keep abreast of industry offerings and pricing trends; utilize that knowledge to add value to the Bank's TM pricing strategies.

    Educate client-facing teams in the knowledge and use of treasury services.
    Assist in developing new training courses when new products are introduced.
    Participate in the client implementation process ensuring accuracy in client documentation and quality of service.
    Oversee and participate in phone and in field client training.
    Provide technical assistance to new and existing E-Banking and/or TM clients in all E-Banking platforms & TM services.
    Work with others within TM dept. in establishing project timelines, system requirements, procedural changes & training of new products or services
    Participate in testing new products and services and provide timely feedback on gaps, performance findings and overall user experience.
    Perform all other duties as assigned including but not limited to client/bank presentations, operations responsibilities, conversions, implementations, etc.
    Required to work

    a minimum of 2 full days in a branch location

    per week, rotating between locations. Additional travel for in-person training and meetings will also be required.


    Required Qualifications:
    High school diploma or equivalent. College coursework desired.

    Minimum of 3-5 years of direct experience in Treasury Management Sales and/or Operations including online banking, bill payment system, remote deposit capture, ACH Origination, positive pay, completing proformas, account analysis functionality and bank core processing.

    Superior problem solving, researching and decision-making skills.

    Strong ability, desire and enjoyment in working with others as part of a diverse team as well as work independently.

    Desire to serve and act in the best interest of the customer and effectively manage customer relationships.

    Must possess excellent communication skills and customer service skills with a high level of professionalism, whether over the phone, in person, or in writing.

    Must possess excellent judgment, and the ability to accept responsibility and handle confidential information.
    Strong keyboarding and computer skills. MS Office experience including MS Word, Excel and PowerPoint required.
    Ability to work independently, set priorities and handle multiple tasks. Must be dependable in completing tasks with strong attention to detail and accuracy.
    Ability to utilize your own vehicle to drive to/from client or other meetings;
    Must be willing to be mobile including use of a laptop and email on personal mobile device while working from other locations;
    Travel to other bank offices may be required
    Travel to Client locations is required.


    Competencies:
    Analytical Skills
    Customer Service
    Communications
    Problem Solving
    Dependability
    Adaptability
    Innovation
    Initiative
    Use of Technology
    Business Ethics
    Approachability

    #J-18808-Ljbffr
  • A-max Insurance Services Inc

    Office Sales Manager

    4 days ago

    A-max Insurance Services Inc Los Angeles, CA, United States

    About A-MAX: · A-MAX Auto Insurance focuses on our customers and provides them with affordable auto insurance. We are looking to invest in top talented individuals who enjoy going above and beyond to help our customers. We created the MaxRespect Initiative, which is our pledge t ...

  • Weshoplive

    Office Manager

    2 weeks ago

    Weshoplive Los Angeles, United States

    Job Description · Job DescriptionBenefits:401(k) · Competitive salary · Dental insurance · Health insurance · Paid time off · Training & development · Vision insurance · Benefits/PerksFlexible Scheduling · Competitive Compensation · Careers Advancement · Job Summary · is a leadin ...

  • Ghost

    Office Manager

    2 weeks ago

    Ghost Los Angeles, United States

    Job Description · Job DescriptionGhost is a private, b2b marketplace that helps scale distribution for the best brands in the world. Ghost works with leading brands in streetwear, apparel, footwear, beauty, and home to find alternative distribution channels for surplus inventory. ...

  • Consultative Search Group

    Office Manager

    2 weeks ago

    Consultative Search Group Los Angeles, United States

    Job Description · Job DescriptionA fast-growing residential real estate company seeks and Office Assistant/Office Manager to join their dynamic team. In this role you will help with the organization and running of the daily administrative operations of the company. The ideal cand ...

  • Little Sleepies

    Office Manager

    3 days ago

    Little Sleepies Los Angeles, United States

    About Us · Little Sleepies is one the fastest growing companies in America, according to Inc. Magazine (#1 in retail) We are an eCommerce company that specializes in buttery soft pajamas for the whole family and baby & children's daywear. Our proprietary LunaluxeTM & SoluxeTM ba ...

  • Ghost

    Office Manager

    2 weeks ago

    Ghost Los Angeles, United States

    Job Description · Job DescriptionGhost is a private, b2b marketplace that helps scale distribution for the best brands in the world. Ghost works with leading brands in streetwear, apparel, footwear, beauty, and home to find alternative distribution channels for surplus inventory. ...

  • Huckabee

    Office Manager

    6 days ago

    Huckabee Los Angeles, United States

    Job Description · Job DescriptionHuckabee is one of the fastest growing A/E firms in the nation and one of the top educational design firms. We are a mission-driven company that is dedicated to the success of all students. What we do matters, which is why we look for people who s ...

  • Little Sleepies

    Office Manager

    3 days ago

    Little Sleepies Los Angeles, United States

    Job Description · Job DescriptionSalary: $ $38.46 Hourly DOE · About Us · Little Sleepies is one the fastest growing companies in America, according to Inc. Magazine (#1 in retail) We are an eCommerce company that specializes in buttery soft pajamas for the whole family and baby ...

  • Mission Recruiting

    Office Manager

    2 weeks ago

    Mission Recruiting Los Angeles, United States

    Job Description · Job DescriptionA dynamic and client-focused law practice located in Los Angeles is seeking an experienced and proactive Legal Office Manager/Bookkeeper to oversee their office operations and manage their financial accounts. This role is ideal for someone who com ...

  • Purlisse Beauty Inc.

    Executive Assistant and Office Manager

    1 week ago

    Purlisse Beauty Inc. Los Angeles, United States

    Company Overview: · pūrlisse Beauty Inc. is a beauty company based in Los Angeles, CA, that specializes in creating products inspired by Asian Wisdom with modern philosophy. We are seeking a motivated and detail-oriented individual to join our team as a Retail Operations Manager. ...

  • PNC Bank NA

    Treasury Management Officer III

    2 weeks ago

    PNC Bank NA Los Angeles, United States Full time

    Description · Sets relationship strategies and directs relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with advanced levels of risk and compl ...

  • Restore Dental

    Dental Office Manager

    2 weeks ago

    Restore Dental Los Angeles, United States

    Job Description · Job DescriptionBeautiful dental office located close to Staple Center and USC looking for reliable, experienced, and Spanish Speaking office manager and treatment coordinator. We hope to provide you a lot of growth opportunities and a long-term position to grow ...

  • Living Room LA

    Front Office Manager

    1 week ago

    Living Room LA Los Angeles, California, United States Permanent

    About Us · Living Room will serve as a home away from home where creatives celebrate music, art, design, and culture. We are deeply passionate about our work, and our endeavors are driven by a sense of nobility. Living Room embraces a dynamic, people-centric approach that values ...

  • Marriott

    Front Office Manager

    2 weeks ago

    Marriott Los Angeles, United States

    **Job Number** · **Job Category** Rooms & Guest Services Operations · **Location** Los Angeles Airport Marriott, 5855 West Century Boulevard, Los Angeles, California, United States · **Schedule** Full-Time · **Located Remotely?** N · **Relocation?** N · **Position Type** Managem ...

  • United Truck Centers Inc

    Bookkeeper office Manager

    3 weeks ago

    United Truck Centers Inc Los Angeles, United States

    Job Description · Job Description · United Truck Centers, a leading Full Service Isuzu Truck Dealership in the automotive industry, is seeking a motivated and detail-oriented Bookkeeper, Accountant, Office Manager to join our growing team. As the Bookkeeper Office Manager, you ...

  • Vaco

    Temp Office Manager

    2 days ago

    Vaco Los Angeles, United States

    Vaco LA is working with a client in the Defense and Technology industry who is looking for an experience and qualified Office Manager to help support all Office responsibilities. This opportunity is located in South Bay LA and will be fully in the office. This opportunity will st ...

  • Adams & Martin Group

    Legal Office Manager

    4 weeks ago

    Adams & Martin Group Los Angeles, United States

    Job Description · Job DescriptionReputable boutique civil litigation firm in DTLA are looking for an experienced Office Manager to join their team. The Office Manager will oversee the LA Office, which consists of about 15 individuals. The Office Manager will assist with recruitin ...

  • Hilton

    Front Office Manager

    2 weeks ago

    Hilton Los Angeles, United States

    **Hilton Los Angeles Airport** located off I\-405\. SoFi Stadium and The Forum are three miles from us\.Our property has 1,234 guest rooms with over 52,000 square feet of banquet space\. Enjoy fun perks such as free meals during shifts PLUS discounted hotel room stays for you and ...

  • Proper Hospitality

    Front Office Manager

    2 weeks ago

    Proper Hospitality Los Angeles, United States

    Hotel June is seeking a Front Office Manager for our ideally located 250-room re-imagined Hotel on the Westside with two restaurants, creative event venues, and a spectacular pool deck. Hotel June is the flagship of a new thoughtful, accessible, lifestyle brand from the team that ...

  • Hilton

    Front Office Manager

    2 weeks ago

    Hilton Los Angeles, United States OTHER

    Hilton Los Angeles Airport located off I-405. SoFi Stadium and The Forum are three miles from us. Our property has 1,234 guest rooms with over 52,000 square feet of banquet space. Enjoy fun perks such as free meals during shifts PLUS discounted hotel room stays for you and your f ...