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

• Research client financial structures and cash flow needs to recommend tailored treasury solutions.
• Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability.
• Stay ahead of industry trends and competitor offerings to position our solutions effectively.
• Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts.
• Possess strong collaboration and communication skills to build and maintain client relationships.
• Support the full client engagement cycle, from proposal development to service activation.
• Contribute to overall team revenue goals and continued growth of the Treasury Management business.

Benefits

• Health insurance coverage.
• Wellness program.
• Life and disability insurance.
• Retail savings plan.
• Paid leave programs.
• Paid holidays and paid time off (PTO).

Pay

• $70,000 - $140,000.00 Annual Salary.

Schedule

• Exempt Status: Yes (not eligible for overtime pay).