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Cathay Bank · 3 days ago

VP, Treasury Management Sales Consultant

El Monte, CA

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $125K/yr

5+ years exp

Cathay Bank is a financial institution that values its team members and fosters a caring culture. The VP, Treasury Management Sales Consultant is responsible for identifying and delivering treasury management solutions to clients, meeting sales revenue goals, and mentoring other consultants.

BankingFinanceFinancial Services

Responsibilities

Meet with Cathay Bank’s largest clients and prospects to assess treasury management needs, discuss initiatives and recommend effective strategies

Meet or exceed sales revenue goals

Partner with commercial relationship managers to identify and develop treasury management solutions for clients and prospects. Listen to learn and give compelling reasons for ideas and recommendations

Collaborate with relationship managers to develop cross-selling strategies and update Cathay Bank team members on product enhancements as appropriate

Work with clients and Treasury Management Implementation and Support team to deliver a seamless transition to Cathay Bank

Team up with internal partners (TMIS and Product Management team) to improve the “client experience” through continuous improvement. Share time, resources, and frequently seek input and feedback from others

Qualification

Treasury Management SalesProject ManagementAnalytical SkillsCommunication SkillsDeal with AmbiguityProblem-Solving SkillsOrganizational SkillsMentoring Skills

Required

Bachelor's degree with major in Finance, Marketing, Business or equivalent work experience required

CTP preferred

5-7 years of Treasury Management sales experience required

Excellent written communications skills – produce clear and understandable work materials which may include desktop procedures, instructions, written email communications, etc

Excellent verbal communication skills – articulates point of view effectively and ensures others understand the message

Demonstrated ability to deal effectively with all levels of management

Effective project management and organizational skills – willing to put in extra time and effort to get the job done

Excellent analytical skills and problem-solving skills

Demonstrated ability to remain productive in challenging work situations

Demonstrated ability to deal with ambiguity in an effective manner

Ability to travel 50% of the time within their assigned territory

Benefits

Coverage for medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

Flexible spending accounts (FSAs)

Health saving account (HSA) with company contributions

Voluntary coverages

401(k)

Company

Cathay Bank

Glassdoor3.1

Cathay Bank is a financial services company originally founded to support Los Angeles’ growing Chinese American community. It is a sub-organization of Cathay General Bancorp.

Founded in 1962

El Monte, California, USA

1001-5000 employees