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East West Bank · 1 week ago

GTP Senior Treasury Associate

US-CA-Pasadena

Full-time

Onsite

Mid, Senior Level

$110K/yr - $140K/yr

3+ years exp

East West Bank is a premier financial institution serving as a bridge between the East and West. The GTP Senior Treasury Associate is responsible for supporting Treasury Relationship Managers by introducing treasury management solutions to clients, analyzing client activity, and ensuring compliance with bank policies.

BankingFinanceFinancial Services

Comp. & Benefits

No H1B

Responsibilities

Analyze client activity, including client deposits, fee activity to proactively identify client deepening opportunities

Prepare proformas, product proposals, relationship reviews and RFPs

Customer facing support to propose banking services to commercial and corporate customers in a wide range of treasury solutions including online banking, remote deposit, fraud prevention products, lockbox, merchant card processing, payment solutions and cash vault

Gather Industry information and conduct Client Research

Core or single product sales to clients

Submit, track and follow up on implementation requests

Maintain thorough knowledge of all Bank products and services

Track new exception pricing requests through approval process and manage renewals

Assist internal and external customers with account analysis statement review

Act as liaison with GTP TRMs and other GTP departments as needed

Provide back up for GTP TRMs when out of the office on sales calls

Assist TRMs to keep sales activities tracking up to date in CRM system to ensure adequate recordkeeping of bank relationships, calling activities and sales opportunities

Responsible for meeting or exceeding all assigned sales and portfolio goals of the TRMs supported by this position

Actively ensure compliance with all EWB policies and procedures such as Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, Information Security and suspicious activity reporting requirements, etc

Qualification

Treasury management knowledgePayments sales supportCertified Treasury ProfessionalCustomer relationship buildingBusiness software proficiencyVerbal communicationWritten communicationTime managementProblem solvingDecision making

Required

Minimum 3-5 years of Treasury and Payments sales support experience in Corporate/Commercial segments

Knowledge of treasury management concepts and principles as related to Bank products and services

Bachelor's degree is typically required

Excellent verbal and written communication skills to include selling of Bank services and coordinating with others throughout the Bank to ensure clients receive superior operational support

Ability to work under minimal supervision and work well under pressure

Strong time management skills and ability to organize and coordinate multiple assignments and follow through to completion while ensuring a consistent customer experience

Ability to build effective relationships with customers, staff and members of the community

Strong problem solving and decision-making skills

Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint