Association of Fundraising Professionals (AFP) Silicon Valley Chapter ยท 4 days ago
Treasury Management Officer - Healthcare, Higher Education, and Nonprofit
LA Metro Area
Full-time
Onsite
Senior Level
6+ years expThe Association of Fundraising Professionals (AFP) Silicon Valley Chapter is seeking a Treasury Management Officer who is customer focused and enjoys building relationships. This role involves generating new treasury management business, maintaining client relationships, and leveraging treasury product knowledge to develop market strategies.
Non-profit Organization Management
Responsibilities
Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Qualification
Required
6+ years of cash management, sales and relationship management experience
Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
Excellent verbal and written communication skills
Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
Strong time management, organizational and planning skills
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred
Bachelor's degree
Certified Treasury Professional designation
Strong creative solution and problem-solving abilities
Company
Association of Fundraising Professionals (AFP) Silicon Valley Chapter
The Association of Fundraising Professionals Silicon Valley Chapter consists of over 300 members working to advance philanthropy through education, advocacy, research, and certification programs.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase