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Wells Fargo Senior Commercial Banking Relationship Manager - Sponsor United States, New York, New York
Support leadership and senior relationship managers in all aspects of the business, including but not limited to client management, industry research, capital structure, financial modeling, CB and CIB partnership, and...
Lead and mentor a team of technical & non-technical support specialists and engineers. Oversee day-to-day support operations, ensuring timely and accurate responses to customer issues. Manage and prioritize technical escalations...
Develops a product strategy and product vision that delivers value to customers. Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap. Owns,...
Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models. Assist with client call...
Lead a team of managersoverseeing multiple Subpoenas functional processes. Specialize on Legal verbiage, Regulatory laws and Chase documents to ensure subpoena's are fulfilled correctly and timely. Act as a liaison...
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash...
Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client....
Support leadership and senior relationship managers in all aspects of the business, including but not limited to client management, industry research, capital structure, financial modeling, CB and CIB partnership, and...
The role of a Treasury Manager is one of the most critical, complex, and fast-paced positions available in the tech industry. Treasury Managers are responsible for finding optimal solutions to support the financial needs of an organization. They must closely monitor their company's financial activity, manage cash flow and foreign exchange, develop liquidity and capital expense analyses, and comply with regulatory requirements. Treasury Managers are project managers, problem solvers, financial analysts and decision makers.
Professionals in this role need to have an in-depth knowledge and understanding of financial services, corporate finance, insurance, risk management and investments. They must possess excellent analytical and organizational skills, financial and technical knowledge, communication skills, and the ability to work independently.
At Expoint, our exceptional Treasury Managers possess excellent financial acumen and the ability to think outside the box to identify creative solutions and strategies. They are experienced in evaluating financial risks, completing established policies and procedures, developing metrics to measure and analyze financial performance, and optimizing working capital.
Treasury Managers at Expoint understand how to identify and minimize potential risks, how to develop and monitor budgets, and how to continually communicate their results, requirements and status. They use a wide range of advanced financial tools and processes such as cash forecasting, forecasting liquidity, using foreign exchange and financial market instruments, and performing alternative investments.
The technical skills and financial proficiency of our Treasury Managers make them a valuable asset to our organization. We are looking for experienced and highly motivated professionals who are passionate about finance and supporting our organization’s growth.