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Firstrust Bank · 1 month ago

Deposit and Treasury Advisor

Conshohocken, PA

Full-time

Hybrid

Mid Level

Firstrust Bank is one of the region’s foremost community banking institutions, dedicated to fostering leadership among its employees. The Deposit and Treasury Advisor serves as a trusted financial partner, assisting clients with deposit strategies and cash management solutions to optimize their banking relationships.

BankingCommercialFinanceFinancial Services

Responsibilities

Advise business clients on deposit strategies, liquidity structures, and cash management tools that align with their financial goals

Assess client needs to identify opportunities for efficiency, automation, and improved working capital management

Deliver tailored treasury management and payment solutions

Support new business development through strategic prospecting, client onboarding, and cross-selling of deposit and treasury services

Monitor client portfolios to ensure optimal use of the bank’s platforms, technology, and risk management tools

Provide ongoing education and consultation to clients on treasury innovations, digital banking features, and market trends

Qualification

Treasury managementCommercial depositsPayment systemsCash flow managementRelationship managementAdvisory skillsClient onboardingCross-sellingBank technology platforms