MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (2024)

Table of Contents
Treasury Management Sales Specialist Security verification Security verification Save job Welcome back Employment type Job function Industries Similar jobs Treasury Management Specialist Treasury Management Specialist Treasury Management Implementation and Support Specialist Treasury Management Specialist Treasury Management Specialist Treasury Management Specialist Treasury Management Implementation and Support Specialist Treasury Specialist (Cash Management) Treasury Management Specialist III Treasury Management Operations Specialist Treasury Management Implementation Specialist II Director of Treasury Management Director of Treasury Management Cash Manager, Treasury Management Director of Treasury Management Treasury Management Specialist Lead Director of Treasury Management Director of Treasury Management Implementation Lead - Treasury Management Commercial Card Director of Treasury Management Treasury Management Specialist Cash Management Specialist Treasury Management Specialist Sr. Treasury Manager - Cash Management & Corporate Cards Manager, Enrollments - Order-to-Cash Treasury Management Operations Specialist I VP Treasury Management Officer People also viewed Cash Management Specialist Cash/ Treasury Service Manager Client Treasury Management Specialist Manager, Treasury, Cash Management Treasury Management Specialist Sr. Treasury Management Advisor Cash Manager Treasury Management Operations Specialist Director, Treasury Investment & Debt Management & Special Projects Sr. Cash Management Specialist Looking for a job? References

MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (1)

Treasury Management Sales Specialist

MidFirst Bank Los Angeles, CA

Security verification

MidFirst Bank Los Angeles, CA

1 week ago

See who MidFirst Bank has hired for this role

Security verification

Save job

Welcome back

Sign in to save Treasury Management Sales Specialist at MidFirst Bank.

  • Report this job

1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Southern California. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered.

A Treasury Management Sales Specialist will support Relationship Managers throughout all aspects of the sales cycle. This position will provide skilled and knowledgeable assistance with treasury management solutions, perform a variety of support activities such as sales proposals and pro-formas, document preparation and review for new product setup and maintenance requests, technical support to clients regarding product usage and functionality, in-person / WebEx training, and ensure proper onboarding of products within our published service level agreement.

  • Facilitates and manages onboarding of major client relationships or complex industry types.
  • Demonstrates exceptional organizational skills throughout the onboarding process.
  • Responsible for gathering pertinent information required for the preparation and or coordination of all agreements as well as making sure customer executes and returns agreements.
  • Manages the implementation of new products and services for bank clients from start to finish and completes all necessary client training.
  • Partners with internal implementations and operations departments to ensure new services are established correctly and timely and that customer issues are addressed in a professional and responsive manner.
  • Reviews Account Analysis and understand clients’ current and future treasury management needs to expand and cross-sell business relationships.
  • Calls on prospective customers individually and with RMs in order to develop new Treasury Management relationships.
  • Creates and delivers sales presentations, explains services offered, and makes recommendations based on client needs.
  • Maintains sufficient knowledge of all treasury management products including, but not limited to Account Analysis, Online Banking, Remote Deposit Capture, Positive Pay, ACH Origination, Cash Vault, Lockbox, Business/Commercial Card, etc.
  • Manages and pre-plans tasks and meeting schedule to maintain an effective support of clients and business units.
  • Identifies product improvements and solutions by communicating client and prospect needs and participating in the development of new services or modifications of existing services.
  • Assists Relationship Managers and Personal Banking Officers in onboarding clients by accompanying them to a client site to provide product expertise, providing a response to a client’s request for proposal, preparing client applications, agreements, and other required documentation.
  • Assists with implementation of new products and services for the client in a timely manner as well as train the clients in the appropriate use of the products. Also, provide notice of upcoming customer reviews by providing information necessary to their review, assisting with any questions, and following up for a timely response.
  • Assists clients with inquiries and problems related to Treasury Management and Electronic Banking questions and problems, or refer client to appropriate party. Follow up with clients or internal staff as necessary until the problem is resolved to the client’s satisfaction.
  • Proactively keeps Relationship Managers informed of client service issues and provides sufficient back up information to support any client requests being made. Provide multiple solutions when making suggestions.
  • Acts as a liaison with other departments of the bank to provide stellar service to the bank’s internal and external clientele.
  • Position Requirements:

    • 3-5 years of treasury management support and/or sales experience
    • Understanding the risk associated with all treasury management products and services and working with lenders and risk department to ensure all risks are identified and mitigated.
    • Demonstrated knowledge of treasury management products and related business, financial and risk management processes
    • Proficiency with word processing, spreadsheet and presentation software
    • Possess strong verbal and written communication skills to provide necessary product training and demonstrations to prospects and customers.
    • Superior customer service and presentation skills.
    • Demonstrated ability to manager time and multiple projects effectively.
    • Possess a thorough knowledge of all the services offered by the Bank and good understanding of account analysis statements. Have good marketing skills which are essential for cross selling.

    Salary Range: $30.00 - 44.00 per hour

    • Employment type

      Full-time
    • Job function

      Finance and Sales
    • Industries

      Banking

    MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (8) MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (9) MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (10)

    Referrals increase your chances of interviewing at MidFirst Bank by 2x

    See who you know

    Get notified about new Treasury Management Specialist jobs in Los Angeles, CA.

    Sign in to create job alert

    Similar jobs

    • Treasury Management Specialist MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (11)

      Treasury Management Specialist

      INSPYR Solutions

      Los Angeles, CA

    • Treasury Management Implementation and Support Specialist MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (13)

      Treasury Management Implementation and Support Specialist

      Axos Bank

      San Diego, CA

    • Treasury Management Specialist MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (14)

      Treasury Management Specialist

      UnionState Bank

      Hoover, AR

    • Treasury Management Specialist MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (15)

      Treasury Management Specialist

      UnionState Bank

      Center, IN

    • Treasury Management Specialist MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (16)

      Treasury Management Specialist

      Lake Ridge Bank

      Monona, WI

    • Treasury Management Implementation and Support Specialist MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (17)

      Treasury Management Implementation and Support Specialist

      Axos Bank

      Los Angeles, CA

    • Treasury Specialist (Cash Management) MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (18)

      Treasury Specialist (Cash Management)

      Hitachi Rail

      Pittsburgh, PA

    • Treasury Management Specialist III MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (19)

      Treasury Management Specialist III

      Hedy Holmes Staffing Services

      Lodi, CA

    • Treasury Management Operations Specialist MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (20)

      Treasury Management Operations Specialist

      Glacier Bancorp, Inc.

      Greenwood Village, CO

    • Treasury Management Implementation Specialist II MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (21)

      Treasury Management Implementation Specialist II

      First Western Trust

      Denver, CO

    • Director of Treasury Management MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (22)

      Director of Treasury Management

      Farmers National Bank of Canfield

      Canfield, OH

    • Director of Treasury Management MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (23)

      Director of Treasury Management

      Farmers National Bank of Canfield

      Canton, OH

    • Cash Manager, Treasury Management MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (24)

      Cash Manager, Treasury Management

      Affordable Equity Partners, Inc.

      Columbia, MO

    • Director of Treasury Management MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (25)

      Director of Treasury Management

      Farmers National Bank of Canfield

      Pittsburgh, PA

    • Treasury Management Specialist Lead MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (26)

      Treasury Management Specialist Lead

      The First National Bank in Sioux Falls

      Sioux Falls, SD

    • Director of Treasury Management MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (27)

      Director of Treasury Management

      Farmers National Bank of Canfield

      Pittsburgh, PA

    • Director of Treasury Management MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (28)

      Director of Treasury Management

      Farmers National Bank of Canfield

      Emlenton, PA

    • Implementation Lead - Treasury Management Commercial Card MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (29)

      Implementation Lead - Treasury Management Commercial Card

      PNC

      United States

    • Director of Treasury Management MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (30)

      Director of Treasury Management

      Farmers National Bank of Canfield

      Beachwood, OH

    • Treasury Management Specialist MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (31)

      Treasury Management Specialist

      Republic Bank

      Louisville, KY

    • Cash Management Specialist MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (32)

      Cash Management Specialist

      Concero

      Greater St. Louis

    • Treasury Management Specialist MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (33)

      Treasury Management Specialist

      BTC Bank

      Bethany, MO

    • MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (34)

      Sr. Treasury Manager - Cash Management & Corporate Cards

      Lennar

      Miami, FL

    • Manager, Enrollments - Order-to-Cash MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (35)

      Manager, Enrollments - Order-to-Cash

      Corcentric

      Chicago, IL

    • Treasury Management Operations Specialist I MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (36)

      Treasury Management Operations Specialist I

      Peapack-Gladstone Bank | Private Banking since 1921

      Bedminster, NJ

    • VP Treasury Management Officer MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (37)

      VP Treasury Management Officer

      JCW

      Houston, TX

    People also viewed

    • Cash Management Specialist

      Cash Management Specialist

      INSPYR Solutions

      Newport Beach, CA

    • Cash/ Treasury Service Manager

      Cash/ Treasury Service Manager

      The Donaldson Group

      Rockville, MD

    • Client Treasury Management Specialist

      Client Treasury Management Specialist

      Valley Bank

      St Petersburg, FL

    • Manager, Treasury, Cash Management

      Manager, Treasury, Cash Management

      Charles Schwab

      Lone Tree, CO

    • Treasury Management Specialist

      Treasury Management Specialist

      Seattle Bank

      Seattle, WA

    • Sr. Treasury Management Advisor

      Sr. Treasury Management Advisor

      Frandsen Corporation

      Arden Hills, MN

    • Cash Manager

      Cash Manager

      LHH

      Dallas, TX

    • Treasury Management Operations Specialist

      Treasury Management Operations Specialist

      Collegiate Peaks Bank, Division of Glacier Bank

      Greenwood Village, CO

    • Director, Treasury Investment & Debt Management & Special Projects

      Chicago Housing Authority

      Chicago, IL

    • Sr. Cash Management Specialist

      Sr. Cash Management Specialist

      Chick-fil-A Corporate Support Center

      Atlanta, GA

    MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (38)

    Looking for a job?

    Visit the Career Advice Hub to see tips on interviewing and resume writing.

    View Career Advice Hub

    MidFirst Bank hiring Treasury Management Sales Specialist in Los Angeles, California, United States | LinkedIn (2024)

    References

    Top Articles
    Latest Posts
    Article information

    Author: Van Hayes

    Last Updated:

    Views: 5815

    Rating: 4.6 / 5 (46 voted)

    Reviews: 85% of readers found this page helpful

    Author information

    Name: Van Hayes

    Birthday: 1994-06-07

    Address: 2004 Kling Rapid, New Destiny, MT 64658-2367

    Phone: +512425013758

    Job: National Farming Director

    Hobby: Reading, Polo, Genealogy, amateur radio, Scouting, Stand-up comedy, Cryptography

    Introduction: My name is Van Hayes, I am a thankful, friendly, smiling, calm, powerful, fine, enthusiastic person who loves writing and wants to share my knowledge and understanding with you.