Candidate Profile #418378

California – Orange County Area – Treasury Management Officer

• Years of Related Experience: 17
• Minimum Salary: $95K
• Work Area:  Orange County, California
• Experience:
  • Responsible for all TM sales, service, and support.
  • Write or review bank policies and procedures for Treasury Management.
  • Produced fee income of $120K and $120K in the last 2 years.
  • Manage a high-performing team with diverse backgrounds and skill sets.
  • Perform Treasury Management product and services training presentations for all internal employees, clients, and prospective clients.
  • Assist in developing and implementing new and enhanced Treasury Management products and services.
  • Establish relationships with vendors to ensure competitive pricing.
  • Identify areas of improvement within existing systems or procedures to improve workflow processes.
  • Review policies and procedures to meet the bank’s objectives, needs, and regulatory requirements.
  • Support annual audits by preparing requested documents and reports accurately and timely.
  • Perform annual review of all Treasury Management services.
  • Work closely with relationship bankers to identify new product and service opportunities to add fee income and deepen customer relationships.
  • Perform daily reviews, monitoring, and analysis of various reports, logs, and transaction data, track trends, and report unusual or suspicious activity.
  • Review and analyze client statements to prepare client pro forma and proposals for relationship bankers.
• Leadership Experience:  Managed six FTEs, up to nine, and started the Treasury Department for the bank.
• Other Attributes:  Proficient in all Microsoft Applications, bilingual in Spanish.
• Education: Associate’s Degree in Finance.
• Reference #:  418378
• Send Candidate’s Resume:  Click Here