Treasury Management Specialist Sr - CRE

Basic Qualifications

• 6+ years of relevant experience in treasury management and/or banking focusing on Commercial Real Estate (CRE) clients and supporting treasury sales processes for commercial and multi-family residential developers, REITs, and property managers.
• Bachelor’s degree in business or related field.
• Preferred: Certified Treasury Professional (CTP) or equivalent high-level treasury certification.
• Experience in client relationship management, sales, or portfolio development.
• Passion for collaborating with treasury experts to solve clients’ unique financial challenges.
• Exceptional verbal, written, and presentation communication skills.
• Strong multitasking, analytical, and organizational abilities.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

Preferred Qualifications

• Background in client relationship management, sales, or portfolio development.
• Passion for collaborating with treasury experts to solve clients’ unique financial challenges.
• Exceptional verbal, written, and presentation communication skills.
• Strong multitasking, analytical, and organizational abilities.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

Basic Qualifications (continued)

• Experience in client relationship management, sales, or portfolio development.
• Passion for collaborating with treasury experts to solve clients’ unique financial challenges.
• Exceptional verbal, written, and presentation communication skills.
• Strong multitasking, analytical, and organizational abilities.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

Skills

• Client Relationship Management
• Sales Support
• Financial Modeling
• Treasury Solutions Development
• Industry Trends Analysis
• Competitor Offering Evaluation
• Pitch Materials Preparation
• Account Strategies Development
• Client Review Document Creation
• Collaboration with Treasury Experts
• Seamless Implementation Support
• Accurate Billing Support
• Proposal Development
• Service Activation
• Team Revenue Goal Contribution
• Portfolio Growth Enhancement

Benefits

• Health Insurance Coverage
• Wellness Program
• Life and Disability Insurance
• Retail Savings Plan
• Paid Leave Programs
• Paid Holidays
• Paid Time Off (PTO)

Pay

• $70,000 - $140,000.00 Annual Salary

Schedule

• Exempt Status: Yes (Not eligible for overtime pay)