Sit back and relax while we apply to 100s of jobs for you - $25
Treasury Management Officer
First Mutual Holding Company
Action officer job in Columbus, OH
The Treasury Management Officer develops new depository business, managing all elements of the sales cycle to include business development, prospect qualifications, needs analysis and closing. Responsible for all sales of depository solutions to existing and prospective clients.
We are looking for a level 1, 2, or 3.
Duties and Responsibilities Level 1:Develops new cash management business by calling on current and prospective customers; negotiates deposit pricing and terms within approval limits; builds deposit relationships by cross-selling cash management and bank products and services; works with loan officers and branch managers to present businesses with the best deposit services to meet their needs.
Strives to develop and hone sales skills while being open to coaching and direction.
Works with experienced team members to understand and build experience with needs analysis processes.
Responsible for all customer and/or prospect needs analysis.
Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
Builds, develops and maintains profitable depository relationships with new and existing customers.
Focused on building professional network for the purpose of future business growth.
Builds relationships with loan officers.
Coordinates sales efforts with loan officers in order to acquire new business and strengthen existing relationships.
Works with the commercial lending team to ensure ongoing customer service is provided to all business depository customers.
Projects a positive image of the organization while participating in community activities.
Follows the lead of experienced team members while striving to enhance the bank's image/visibility and to form and strengthen business contacts and banking customer relationships.
Develops understanding of nuances of public fund customers including courts, cities, universities, hospitals; etc.
Manages customer relationships with these organizations.
Grows relationship and understanding of internal partnership with Marketing department.
As assigned, works with Marketing to develop materials to be used by other calling officers for purposes of cross-selling non-credit business products and services; prepares sales presentations and proposals, including analysis of client accounts to determine the optimum cash management products to save them time and money; maintains knowledge of bank products and services; assists Marketing department in developing new non-credit business services and manages the rollout of the services.
Builds acumen and keeps up-to-date with government regulations and the bank's policies and procedures regarding lending, savings, and related operations and procedures; keeps current with competitive product and service offerings to maintain a level of knowledge consistent with industry demands.
Assists with training other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Assists with managing service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
Job RequirementsQualifications and Skills Level 1:1-3 years of experience in banking or financial services is required.
Sales experience is preferred.
Certified Treasury Professional or willingness to complete certification is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required, Cleartouch, Nautilus, various government and investor software/web portals is preferred.
CRM is preferred.
Bachelor's degree in Business Administration (or other related field) OR equivelant experience is required.
Master's degree is preferred.
Duties and Responsibilities Level 2:On top of the duties and responsibilities listed in Level 1, the duties and responsibilities for Level 2 include:Responsible for all customer and/or prospect needs analysis.
Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
Manages public funds on behalf of courts, cities, universities, hospitals; etc.
Manages customer relationships with these organizations.
Trains other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Other Duties as assigned.
Job RequirementsQualifications and Skills Level 2:On top of the qualifications and skills listed in Level 1, the qualifications and skills for Level 2 include:3-5 years of experience in banking or financial services is required.
1-3 years of demonstrated success in a sales role is required.
Duties and Responsibilities Level 3:On top of the duties and responsibilities listed in Level 1 and 2, the duties and responsibilities for Level 3 include:Uses extensive experience, sales skills and networking to develop new cash management business.
Takes the lead in identifying and registering for appropriate community activities.
Utilizes extensive experience to manage public funds on behalf of courts, cities, universities, hospitals; etc.
Serves as subject Matter Expert for non-credit business products.
Trains other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Other Duties as assigned.
Job RequirementsQualifications and Skills Level 3:On top of the qualifications and skills listed in Level 1 and 2, the qualifications and skills for Level 3 include:3 + years of demonstrated, progressive success in a sales role is required.
Certified Treasury Professional is required.
Physical Environment:While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in an office setting, five days a week with typical work hours being 8.
30a through 5.
15p.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties.
All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Description:At Lockheed Martin Aeronautics we are committed to shaping the future of aviation! Our Aeronautics Global Supply Chain (GSC) team is passionate about delivering innovative, affordable, and agile solutions that exceed our customer's expectations. The supply chain team touches every product and service we deliver and enables our customers to do the impossible every day.
At Aero, we leverage problem solving, creativity, and data to tackle the most exciting challenges in the industry. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
The individual selected for this position will be the ActionOfficer for the GSC Operations Vice President driving integration across Enterprise Operations (EO) as OneLM Supply Chain, Aeronautics GSC and Aeronautics GSC Operations working with the executive leadership team and their staffs. You will be an integral part of the Aeronautics GSC Operations team as a development opportunity by:
* - Driving operational excellence in managing the business rhythm, metrics, standard work, continuous improvement and day-to-day operations.
* - Having high organization, communication, and leadership skills to collaborate cross-functionally with senior leadership, Lines of Business (LOB's), functional organizations and EO.
* - Identifying opportunities, constructively navigate complex issues, and influence senior leadership on relevant topics.
* - Handling of abstract issues and development of solid plans and communication strategies to effectively respond to internal and external customers.
* - Functioning as a member of the GSC Operations staff and is called on to manage projects, assess issues,
and assist with developing resolutions.
* - Working independently as well as being a team player and willing to support other team members on a
proactive basis in any capacity needed to meet our objectives.
* - Integrating cross-functionally at various levels within the organization to drive GSC objectives across internal and external stakeholders.
Our employees play an active role in strengthening the quality of life where we live and work by volunteering more than 850,000 hours annually. Here are some of the
benefits you can enjoy:
* - Medical
* - Dental
* - 401k
* - Paid Time Off (PTO)
* - Work / Life Balance with a 4/10 Schedule
* - Career Development With Mentorship Opportunities
* - Rewards & recognition
Learn more about Lockheed Martin's comprehensive
benefits package at *****************************************************************
Must be a US Citizen. This position requires the ability to obtain a Secret Government Security Clearance and
is located at a facility that requires special access.
Aero GSC
Basic Qualifications:
* Bachelors degree from an accredited college in a related discipline, or equivalent experience/combined education, with 10 years of professional experience; or 8 years of professional experience with a related Masters degree. Considered an emerging authority.
* Experience working with Microsoft Office (Excel, PowerPoint, Word) and other emerging productivity tools
* Experience in Operations function(s) (At least 3 years)
* Experience with Continuous Improvement Framework (CIF) and problem-solving methodologies
* Collaborating effectively across multiple functional areas to deliver results
* Experienced communicator, with documented presentation and organizational skills
Desired Skills:
* Experience with project management within an Operations function(s)
* Experience with visualization and productivity tools (e.g., Tableau, Whiteboard, JIRA, Power Apps, etc.)
* Experience as a mentor or Team
Lead
* Experience interfacing with and briefing Executive Leadership
* Subject Matter Expert (SME) in any Operations functions (e.g., Production, Production Control, PCA, Supplier -
Performance, Demand Planning, Procurement, Quality, etc.)
Security Clearance Statement: This position requires a government security clearance, you must be a US Citizen for consideration.
Clearance Level: Secret
Other Important Information You Should Know
Expression of Interest: By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
Ability to Work Remotely: Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process.
Work Schedules: Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
Schedule for this Position: 4x10 hour day, 3 days off per week
Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.
The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility.
If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs, and apply for roles that align with your qualifications.
Experience Level: Experienced Professional
Business Unit: AERONAUTICS COMPANY
Relocation Available: Possible
Career Area: Purchasing/Procurement/Supply Chain
Type: Full-Time
Shift: First
$35k-57k yearly est. 10d ago
Treasury Management Officer - Commercial Bank
Jpmorgan Chase & Co 4.8
Action officer job in Columbus, OH
JobID: 210668767 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $128,250.00-$195,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
$128.3k-195k yearly Auto-Apply 5d ago
Commercial Treasury Management Officer II
PNC 4.1
Remote action officer job
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Treasury Management Officer II within PNC's Treasury Management Commercial Sales organization, you will be based in San Antonio TX.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.
Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty through strategic dialogue and opportunity quantification.
Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Ensures awareness of the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsBook Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesBusiness Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Prospecting., Sales Negotiating, Selling., Tech SavvyWork ExperienceRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$24k-50k yearly est. Auto-Apply 14d ago
Cleared Somali & Other Languages - US Army Africa Command
Atlas Advisors 3.8
Action officer job in Columbus, OH
Atlas Advisors, LLC (ATLAS) is seeking cleared linguists to provide general language support on the AFRICOM contract. Candidates should have an active security clearance and be fluent in one of the target languages to work in the US Army Africa Command (AFRICOM) Area of Responsibility (AOR). Additional requirements include experience transcribing and analyzing documents, and conducting real -time interpretation during interviews and meetings with high ranking military and police officials, tribal leaders, and government officials.
Fluency is required in English and at least one of the following target languages: Acholi, Afar, Amharic, Arabic, Arabic - Yemeni, Chinese Mandarin, French, French/Somali, Hausa, Somali, Somali/Amharic, Somali/Arabic, Somali/Swahili, Swahili, Swahili/Turkish, Turkish, and Zarma.
RequirementsMINIMUM QUALIFICATIONS
• US Citizen
• Possess a Secret or higher security clearance
• Excellent command of both English and the target language
• Ability to successfully complete all US Government required pre -deployment medical and psychological screening
• Willing to travel overseas to the AFRICOM AOR
• Provide concise interpretation and translation in both English and the target language
• Able to remain flexible with long work hours, difficult assignments and multiple work locations
• Must be able to live and work in austere and harsh environments
• Ability to manage stressful situations and function at a high level for extended periods of time
• Ability to function as a professional team member, making informed, accurate, and timely decisions as needed
• Possess basic computer and typing skills (Windows, Word, Excel, PowerPoint)
DESIRED QUALIFICATIONS
• Able/willing to obtain TS/SCI clearance
• Able/willing to work in AFRICOM AOR under austere conditions
ROLES/RESPONSIBILITIES
• Provide operational contract language support to US Army Africa Command (AFRICOM) Area of Responsibility (AOR)
• Provide general language support for military operations and interpret during interviews, meetings, and conferences
• Interpret and translate written and spoken communications
• Transcribe and analyze communications
• Scan, research, and analyze foreign language documents for key information
• Translate foreign language documents
• Identify and extract information components meeting military information requirements
• Provide input to reports
BenefitsCompetitive compensation package
$44k-73k yearly est. 60d+ ago
Treasury Management Officer
First Federal Lakewood 4.2
Action officer job in Lakewood, OH
Full-time Description
The Treasury Management Officer develops new depository business, managing all elements of the sales cycle to include business development, prospect qualifications, needs analysis and closing. Responsible for all sales of depository solutions to existing and prospective clients. We are looking for a level 1, 2, or 3.
Duties and Responsibilities Level 1:
Develops new cash management business by calling on current and prospective customers; negotiates deposit pricing and terms within approval limits; builds deposit relationships by cross-selling cash management and bank products and services; works with loan officers and branch managers to present businesses with the best deposit services to meet their needs. Strives to develop and hone sales skills while being open to coaching and direction.
Works with experienced team members to understand and build experience with needs analysis processes. Responsible for all customer and/or prospect needs analysis. Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
Builds, develops and maintains profitable depository relationships with new and existing customers. Focused on building professional network for the purpose of future business growth.
Builds relationships with loan officers. Coordinates sales efforts with loan officers in order to acquire new business and strengthen existing relationships.
Works with the commercial lending team to ensure ongoing customer service is provided to all business depository customers.
Projects a positive image of the organization while participating in community activities. Follows the lead of experienced team members while striving to enhance the bank's image/visibility and to form and strengthen business contacts and banking customer relationships.
Develops understanding of nuances of public fund customers including courts, cities, universities, hospitals; etc. Manages customer relationships with these organizations.
Grows relationship and understanding of internal partnership with Marketing department. As assigned, works with Marketing to develop materials to be used by other calling officers for purposes of cross-selling non-credit business products and services; prepares sales presentations and proposals, including analysis of client accounts to determine the optimum cash management products to save them time and money; maintains knowledge of bank products and services; assists Marketing department in developing new non-credit business services and manages the rollout of the services.
Builds acumen and keeps up-to-date with government regulations and the bank's policies and procedures regarding lending, savings, and related operations and procedures; keeps current with competitive product and service offerings to maintain a level of knowledge consistent with industry demands.
Assists with training other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Assists with managing service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
Job Requirements
Qualifications and Skills Level 1:
1-3 years of experience in banking or financial services is required.
Sales experience is preferred.
Certified Treasury Professional or willingness to complete certification is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required, Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Bachelor's degree in Business Administration (or other related field) OR equivelant experience is required. Master's degree is preferred.
Duties and Responsibilities Level 2:
On top of the duties and responsibilities listed in Level 1, the duties and responsibilities for Level 2 include:
Responsible for all customer and/or prospect needs analysis. Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
Manages public funds on behalf of courts, cities, universities, hospitals; etc. Manages customer relationships with these organizations.
Trains other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Other Duties as assigned.
Job Requirements
Qualifications and Skills Level 2:
On top of the qualifications and skills listed in Level 1, the qualifications and skills for Level 2 include:
3-5 years of experience in banking or financial services is required.
1-3 years of demonstrated success in a sales role is required.
Duties and Responsibilities Level 3:
On top of the duties and responsibilities listed in Level 1 and 2, the duties and responsibilities for Level 3 include:
Uses extensive experience, sales skills and networking to develop new cash management business.
Takes the lead in identifying and registering for appropriate community activities.
Utilizes extensive experience to manage public funds on behalf of courts, cities, universities, hospitals; etc.
Serves as subject Matter Expert for non-credit business products. Trains other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Other Duties as assigned.
Job Requirements
Qualifications and Skills Level 3:
On top of the qualifications and skills listed in Level 1 and 2, the qualifications and skills for Level 3 include:
3 + years of demonstrated, progressive success in a sales role is required.
Certified Treasury Professional is required.
Physical Environment:
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in an office setting, five days a week with typical work hours being 8.30a through 5.15p.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$60k-109k yearly est. 60d ago
Treasury Management Officer
SB Financial Group Inc. 4.0
Action officer job in Wauseon, OH
Job Description Education
A B.S. or B.A. degree in related field of study, or specialized banking education and training in related field preferred.
Experience
A minimum of three (3) years' related experience normally required.
Preferred Skills
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations, communicative, and sales skills.
A thorough knowledge of bank deposit services and deposit services software programs.
Valid driver's license.
Visual and auditory skills.
Role and Responsibilities
Responsible for identifying sales opportunities for the Bank's Treasury Management area; achieving goals as assigned; communicating with appropriate management and staff personnel; providing periodic reports
ESSENTIAL DUTIES
Identifies sales opportunities for the Bank's Treasury Management Services area as follows:
Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be integrated with the Bank's annual marketing/sales plan.
Participate in independent and/or joint calling with business partners (Regional Leaders, Commercial Lenders, Small Business Lenders, Retail, Wealth Management and Private Banking) to develop prospects for sale of Treasury Management services such as online banking, remote deposit capture, positive pay, merchant services, etc.
Solicits new Treasury Management business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.
Develops, proposes and professionally presents comprehensive Treasury Management solutions based on client needs and objectives.
Participates in the development and promotion of new Treasury Management products.
Works with the Director of Treasury Management to increase Treasury Management clients and balances; jointly monitors Treasury Management services.
Works with the Director of Treasury Management and Information Technology personnel to identify new and emerging information technologies to be assimilated, integrated, and introduced within the Bank which will significantly impact the deposit services function.
Educates business partners in assigned region(s) in the knowledge and use of Treasury Management services. Assists them with pre-qualifying prospects with Treasury Management needs.
Achieve goals assigned to the Director of Treasury Management as established in the Division's annual operating plan.
Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel.
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within give time frames and within established policy.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Communicates with the Director of Treasury Management, other department managers, and appropriate staff personnel in order to integrate goals and activities.
Provides periodic reports to the Director of Treasury Management and other groups as required throughout the bank.
Ancillary Duties
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.
physical requirements:
Occasionally remains in a stationary position, often standing or sitting for prolonged periods.
The person in this position needs to occasionally move about inside the office to accomplish tasks.
Occasionally adjust or move objects in all directions.
Frequently communicates with others to exchange information.
Constantly moves wrists, hands, and/or fingers.
Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
Sedentary work that primarily involves sitting/standing.
$57k-97k yearly est. 5d ago
Commercial Treasury Management Officer II
PNC Financial Services Group, Inc. 4.4
Remote action officer job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Treasury Management Officer II within PNC's Treasury Management Commercial Sales organization, you will be based in Charleston SC.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.
* Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
* Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
* Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty through strategic dialogue and opportunity quantification.
* Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Ensures awareness of the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
Competencies
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Prospecting., Sales Negotiating, Selling., Tech Savvy
Work Experience
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$69k-103k yearly est. 60d+ ago
Treasury Management Officer III
Fifth Third Bank 4.6
Action officer job in Cincinnati, OH
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients and prospects business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Must be able to persuasively articulate Fifth Third's value proposition to both internal and external clients to influence the outcome within the sales process.
Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.
Demonstrate ability to understand payment and commerce solutions/ processes.
Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.
Understand competitions' capabilities and gaps and how to position 5/3's services against them.
Prepares and deliver quarterly client service reviews to clients.
Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations.
Devise and execute a plan to exceed sales goals.
Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision.
Actively manage a pipeline using the CRM tool.
Maintain lines of communications with RMs individually and as a group.
Review sales goals with RMs and ensure RMs are advised of calling strategies.
Educate and advise RMs of new TM product development initiatives.
Assess knowledge level of individual RMs and bring each up to a minimum standard.
Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients.
Work closely with assigned client specialists to ensure excellent client service on an on-going basis.
Assist with general bank communications to clients.
Take ownership and deliver timely resolution of client issues.
Develop knowledge of internal resources for accurate response to client issues.
Understand and communicate implementation time-line to align with client expectations.
Ensure proper account documentation and all requisite agreement execution.
Communicate recurring or serious product issues to management.
Recommend viable solutions to improve client service.
Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience.
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
Undergraduate degree is required.
MBA or advanced degree is desirable.
CTP certification is strongly encouraged.
Minimum of 2 years Wholesale/Commercial Banking experience, prefer at least 1 to 3 years of experience in a financial services sales environment is preferred.
Demonstrated record of consistently exceeding performance goals.
Possess a strong desire to constantly strive to improve oneself.
Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process.
Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
Demonstrated ability to articulate the benefits of strong working capital management solutions to clients.
Proven product and sales knowledge sufficient to help mentor new team members.
Demonstrated knowledge of a wide array of treasury management products.
Excellent oral and written skills.
Basic proficiency in PC software (MS Office).
Technical Treasury Management competencies.
Understanding of Treasury Management products and solutions.
Ability to build new & existing client relationships.
Ability to evaluate client needs.
Basic understanding of financial statement analysis.
Treasury Management Officer III
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$86k-109k yearly est. Auto-Apply 7d ago
Treasury Management Officer
Civista Bank 3.9
Action officer job in Dayton, OH
At Civista Bank, we pride ourselves on being a vibrant community of dedicated professionals committed to positively impacting the lives of our customers and the communities we serve.
Our culture is built on a foundation of integrity, innovation, and inclusivity, where every team member is valued and empowered to contribute their unique insights and skills towards our collective success. We believe in fostering a supportive environment that champions professional growth and personal well-being, offering a suite of competitive benefits tailored to meet the diverse needs of our employees, reinforcing our dedication to work-life balance, and enabling our team to excel in their careers and personal lives.
Civista Bank is currently looking for a Treasury Management Officer to cover the Dayton Ohio area.
Position Purpose:
The Treasury Management Officer is responsible for proactively attracting new business and expanding current company relationships in treasury management and depository products. The TMO will partner with Commercial Lenders and other sales units to develop and deliver customized treasury solutions.
Key Accountabilities, Responsibilities and Expectations:
Actively call on new and existing commercial clients to develop and grow cash management sales business.
Monitor and enhance profitability of all assigned relationships. Proactively review assigned client base and identify deposit and cash management services, solutions, and cross-sale opportunities based on customer needs.
Create & evaluate cash management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships.
Prepare for pre-proposal discussions to fully understand client needs and shape preferred solutions.
Directly responsible for management and retention of client's operating business by ensuring client satisfaction with cash management services and solutions and increasing portfolio revenue.
Promote business for the Bank by maintaining up to date and thorough knowledge of cash management sales programs, products and services, as well as applicable regulatory and compliance requirements.
Work closely with service and operational areas of the Bank, third party vendors, etc. providing input to Bank systems designs, modifications, and implementation of cash management services implementation processes.
All other duties assigned and any activities that support the key accountabilities.
Requirements
Qualifications, Knowledge and Skills:
Minimum five years' experience in the banking or financial industry; sales or marketing experience preferred.
Bachelor's degree in business or finance related field or equivalent work experience.
Treasury Management designation preferred (CTP).
Above average computer literacy (Microsoft Office Suite). Ability to become proficient in use of specific software required for position.
A high level of initiative, thoroughness, accuracy and confidentiality required.
Detail oriented with strong analytical skills.
Solid oral and written communication, sales and public relations skills.
Must have strong client interaction skills and has demonstrated the ability to influence the outcome of sales process.
Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
Proven product and sales knowledge
Understanding of Treasury Management, Payments and Commerce products and solutions.
Ability to build new & existing client relationships.
Ability to evaluate client needs.
Advanced understanding of financial statement analysis.
Ability to provide strategic treasury advisory services.
Understanding of investment management techniques.
Work involves travel to make customer calls, attend meetings, training, civic functions, and so forth.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
$33k-51k yearly est. 48d ago
Relationship Management Officer, Wealth Advisory
Glenmede Trust Co 4.6
Action officer job in Beachwood, OH
Empowering Financial Futures.
For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.
Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.
Private Wealth:
Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.
This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH), however you are expected to be in the office full time for the first 90 days.
OVERVIEW:
The Relationship Management Officer, Wealth Advisory position is part of an interdisciplinary private client wealth management team responsible for goals-based wealth management, effective trust administration, and overall excellence in client experience. This position will provide day-to-day client management for designated relationships and will provide Wealth Advisory service and support for other designated relationships. The scope of responsibilities includes relationship management, fiduciary and account administration, wealth advice, and other functions as required to ensure excellent relationships with clients and business partners, and success with firm-wide initiatives.
RESPONSIBILITIES:
Relationship Management and Client Service: Manage designated client relationships and provide client service and support for moderately complex relationships as a part of an interdisciplinary Relationship Management team. Identify client needs, address client concerns, resolve issues (with guidance from senior officers where appropriate) and respond to client inquiries while keeping relevant parties involved. Effectively communicate with clients, external partners and colleagues regarding fiduciary, tax, legal, administrative, investment and other wealth management matters. Plan and prepare for client meetings, including pre-call, preparation of meeting materials and post-meeting follow up.
Fiduciary and Account Administration: Serve as fiduciary advisor for designated clients, including preparing summaries and recommendations for discretionary actions, communicating with trustees and beneficiaries, administering special assets, preparing annual trust reviews, preparing and maintaining Client Wealth Objectives, and ensuring that fiduciary standards and practices are observed at all times. In addition, provide daily administration for trust and investment accounts, including transaction management and/or execution, overdraft and tax lot management, account opening, set-up and funding, account termination, and other administrative functions in support of Relationship Management team clients. Consult with Fiduciary Practices Committee, Trust Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys and CPAs as appropriate.
Wealth Advisory: Exhibit strong knowledge of relevant aspects of wealth advisory for all account types and provide client-appropriate advice, with guidance from senior officers, where appropriate. Prepare Wealth Advisory materials for client meetings in collaboration with Wealth Planning, Portfolio Management, Tax and other team members, including relationship summaries, goals-based wealth plans and trust synopses. Analyze and interpret relevant legal documents including wills, trusts, agreements and entity documents, and explain to clients basic to moderately complex estate, tax and financial plans (including net worth, cash flow, and Monte Carlo analysis).
Firm Building: Participate in special projects and firm-wide initiatives to deepen understanding of multidisciplinary wealth management practice areas, create effective working relationships with colleagues and peers across the firm, and to develop effective presentation skills. Collaborate with colleagues and associates across the firm to enhance best practices, engage appropriate resources and foster strong team dynamics. As part of an integrated wealth management team, hold a basic understanding of asset classes, allocation, risk and Prudent Investor standards, as well as Glenmede's investment philosophy and process, with the ability to effectively communicate relevant basic principles to clients. Participate in new business development and presentations for prospective clients, develop referrals and expand client relationships, cultivate your professional network consistent with Glenmede's reputation and business goals.
REQUIRED QUALIFICATIONS:
Bachelor's degree required.
5+ years of experience in financial services, preferably in a fiduciary operating environment or in a wealth management, law or accounting firm.
PREFERRED QUALIFICATIONS:
Advanced degree/certification preferred. (JD, MBA, CTFA, CFP, CPA)
Knowledge of trust management, financial planning, philanthropic planning and fiduciary law.
Strong verbal and written communication skills for effective interactions with clients, colleagues and external advisors.
Detail-oriented, especially with financial calculations and administrative requirements. Full understanding of client privacy and confidentiality.
Superior team orientation.
Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney, InvestEdge).
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************
Our Benefits Overview:
-Competitive health and welfare benefits, including company HSA contributions
-Numerous voluntary benefit choices available
-Superior 401k match
-Tuition reimbursement
-Company subsidized commuter benefits
-Generous paid time off, including parental leave
-Plus more!
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. ****************************************************
** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
#LI-Hybrid
$35k-60k yearly est. Auto-Apply 60d+ ago
Treasury Management Officer
First Mutual Holding Company
Action officer job in Lakewood, OH
The Treasury Management Officer develops new depository business, managing all elements of the sales cycle to include business development, prospect qualifications, needs analysis and closing. Responsible for all sales of depository solutions to existing and prospective clients.
We are looking for a level 1, 2, or 3.
Duties and Responsibilities Level 1:Develops new cash management business by calling on current and prospective customers; negotiates deposit pricing and terms within approval limits; builds deposit relationships by cross-selling cash management and bank products and services; works with loan officers and branch managers to present businesses with the best deposit services to meet their needs.
Strives to develop and hone sales skills while being open to coaching and direction.
Works with experienced team members to understand and build experience with needs analysis processes.
Responsible for all customer and/or prospect needs analysis.
Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
Builds, develops and maintains profitable depository relationships with new and existing customers.
Focused on building professional network for the purpose of future business growth.
Builds relationships with loan officers.
Coordinates sales efforts with loan officers in order to acquire new business and strengthen existing relationships.
Works with the commercial lending team to ensure ongoing customer service is provided to all business depository customers.
Projects a positive image of the organization while participating in community activities.
Follows the lead of experienced team members while striving to enhance the bank's image/visibility and to form and strengthen business contacts and banking customer relationships.
Develops understanding of nuances of public fund customers including courts, cities, universities, hospitals; etc.
Manages customer relationships with these organizations.
Grows relationship and understanding of internal partnership with Marketing department.
As assigned, works with Marketing to develop materials to be used by other calling officers for purposes of cross-selling non-credit business products and services; prepares sales presentations and proposals, including analysis of client accounts to determine the optimum cash management products to save them time and money; maintains knowledge of bank products and services; assists Marketing department in developing new non-credit business services and manages the rollout of the services.
Builds acumen and keeps up-to-date with government regulations and the bank's policies and procedures regarding lending, savings, and related operations and procedures; keeps current with competitive product and service offerings to maintain a level of knowledge consistent with industry demands.
Assists with training other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Assists with managing service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
Job RequirementsQualifications and Skills Level 1:1-3 years of experience in banking or financial services is required.
Sales experience is preferred.
Certified Treasury Professional or willingness to complete certification is required.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required, Cleartouch, Nautilus, various government and investor software/web portals is preferred.
CRM is preferred.
Bachelor's degree in Business Administration (or other related field) OR equivelant experience is required.
Master's degree is preferred.
Duties and Responsibilities Level 2:On top of the duties and responsibilities listed in Level 1, the duties and responsibilities for Level 2 include:Responsible for all customer and/or prospect needs analysis.
Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
Manages public funds on behalf of courts, cities, universities, hospitals; etc.
Manages customer relationships with these organizations.
Trains other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Other Duties as assigned.
Job RequirementsQualifications and Skills Level 2:On top of the qualifications and skills listed in Level 1, the qualifications and skills for Level 2 include:3-5 years of experience in banking or financial services is required.
1-3 years of demonstrated success in a sales role is required.
Duties and Responsibilities Level 3:On top of the duties and responsibilities listed in Level 1 and 2, the duties and responsibilities for Level 3 include:Uses extensive experience, sales skills and networking to develop new cash management business.
Takes the lead in identifying and registering for appropriate community activities.
Utilizes extensive experience to manage public funds on behalf of courts, cities, universities, hospitals; etc.
Serves as subject Matter Expert for non-credit business products.
Trains other lending officers in the bank's non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank's regulatory policies, procedures, and guidelines.
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Other Duties as assigned.
Job RequirementsQualifications and Skills Level 3:On top of the qualifications and skills listed in Level 1 and 2, the qualifications and skills for Level 3 include:3 + years of demonstrated, progressive success in a sales role is required.
Certified Treasury Professional is required.
Physical Environment:While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in an office setting, five days a week with typical work hours being 8.
30a through 5.
15p.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties.
All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
**Description:** At Lockheed Martin Aeronautics we are committed to shaping the future of aviation\! Our Aeronautics Global Supply Chain \(GSC\) team is passionate about delivering innovative, affordable, and agile solutions that exceed our customer's expectations\. The supply chain team touches every product and service we deliver and enables our customers to do the impossible every day\.
At Aero, we leverage problem solving, creativity, and data to tackle the most exciting challenges in the industry\. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work\.
The individual selected for this position will be the ActionOfficer for the GSC Operations Vice President driving integration across Enterprise Operations \(EO\) as OneLM Supply Chain, Aeronautics GSC and Aeronautics GSC Operations working with the executive leadership team and their staffs\. You will be an integral part of the Aeronautics GSC Operations team as a development opportunity by:
\-\- Driving operational excellence in managing the business rhythm, metrics, standard work, continuous improvement and day\-to\-day operations\.
\-\- Having high organization, communication, and leadership skills to collaborate cross\-functionally with senior leadership, Lines of Business \(LOB's\), functional organizations and EO\.
\-\- Identifying opportunities, constructively navigate complex issues, and influence senior leadership on relevant topics\.
\-\- Handling of abstract issues and development of solid plans and communication strategies to effectively respond to internal and external customers\.
\-\- Functioning as a member of the GSC Operations staff and is called on to manage projects, assess issues,
and assist with developing resolutions\.
\-\- Working independently as well as being a team player and willing to support other team members on a
proactive basis in any capacity needed to meet our objectives\.
\-\- Integrating cross\-functionally at various levels within the organization to drive GSC objectives across internal and external stakeholders\.
Our employees play an active role in strengthening the quality of life where we live and work by volunteering more than 850,000 hours annually\. Here are some of the
benefits you can enjoy:
\-\- Medical
\-\- Dental
\-\- 401k
\-\- Paid Time Off \(PTO\)
\-\- Work / Life Balance with a 4/10 Schedule
\-\- Career Development With Mentorship Opportunities
\-\- Rewards & recognition
Learn more about Lockheed Martin's comprehensive
benefits package at ***********************************************************************
Must be a US Citizen\. This position requires the ability to obtain a Secret Government Security Clearance and
is located at a facility that requires special access\.
Aero GSC
**Basic Qualifications:**
\- Bachelors degree from an accredited college in a related discipline, or equivalent experience/combined education, with 10 years of professional experience; or 8 years of professional experience with a related Masters degree\. Considered an emerging authority\.
\- Experience working with Microsoft Office \(Excel, PowerPoint, Word\) and other emerging productivity tools
\- Experience in Operations function\(s\) \(At least 3 years\)
\- Experience with Continuous Improvement Framework \(CIF\) and problem\-solving methodologies
\- Collaborating effectively across multiple functional areas to deliver results
\- Experienced communicator, with documented presentation and organizational skills
**Desired Skills:**
\- Experience with project management within an Operations function\(s\)
\- Experience with visualization and productivity tools \(e\.g\., Tableau, Whiteboard, JIRA, Power Apps, etc\.\)
\- Experience as a mentor or Team
Lead
\- Experience interfacing with and briefing Executive Leadership
\- Subject Matter Expert \(SME\) in any Operations functions \(e\.g\., Production, Production Control, PCA, Supplier \-
Performance, Demand Planning, Procurement, Quality, etc\.\)
**Security Clearance Statement:** This position requires a government security clearance, you must be a US Citizen for consideration\.
**Clearance Level:** Secret
**Other Important Information You Should Know**
**Expression of Interest:** By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match\. Should this match be identified you may be contacted for this and future openings\.
**Ability to Work Remotely:** Part\-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility\. The specific weekly schedule will be discussed during the hiring process\.
**Work Schedules:** Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees\. Schedules range from standard 40 hours over a five day work week while others may be condensed\. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits\.
**Schedule for this Position:** 4x10 hour day, 3 days off per week
**Lockheed Martin is an equal opportunity employer\. Qualified candidates will be considered without regard to legally protected characteristics\.**
**The application window will close in 90 days; applicants are encouraged to apply within 5 \- 30 days of the requisition posting date in order to receive optimal consideration\.**
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges\. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work\.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility\. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work\. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility\.
If this sounds like a culture you connect with, you're invited to apply for this role\. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs , and apply for roles that align with your qualifications\.
**Experience Level:** Experienced Professional
**Business Unit:** AERONAUTICS COMPANY
**Relocation Available:** Possible
**Career Area:** Purchasing/Procurement/Supply Chain
**Type:** Full\-Time
**Shift:** First
$35k-57k yearly est. 10d ago
Regional Treasury Management Officer I
PNC 4.1
Remote action officer job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Regional Treasury Management Officer I within PNC's Treasury Management Commercial Sales organization, you will be based in Cleveland OH.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ The Virtual Treasury Manager is a regional sales position working within multiple markets. This individual utilizes strong virtual communication skills in lieu of in-person meetings to manage new and existing clients. This role works with clients with basic levels of risk and complexity of needs. This role is responsible for new client acquisition as well as growing share of wallet with existing clients.
+ Identifies customer needs to help them succeed financially by presenting the full range of PNC's products and services. Provides ideas and insights based on understanding of the clients needs and their financial well-being while focusing on increasing client engagement and loyalty. Remotely develops and manages clients across multiple markets, aimed at growing sales, increasing revenue and deepening share of wallet in an effort to transition them to primary clients. Coordinates the implementation and documentation of non-credit products and services.
+ Actively call on internally generated lists of targeted prospective clients. Leverages knowledge of the industry and market to prioritize efforts. Manages the origination, financial analysis, negotiation and documentation of non-credit products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ Collaborates with Virtual TM team to share best practices and opportunities. Leverages corporate sales development partners to engage in effective client and prospect outreach. Coordinates with market Relationship Managers and Market Leaders to transition larger relationships or more complex clients, as appropriate. Utilizes technology to enhance client engagement and loyalty through multiple channels of communication.
+ Effectively manages risk/return in accordance with PNC's risk profile and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Client Outreach, Content Development, Credit Products, Customer Engagement, Customer Loyalty, Customer Solutions, Identifying Sales Opportunities, Small Businesses
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Prospecting., Sales Negotiating, Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $55,000.00 - $109,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 01/05/2026, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$29k-56k yearly est. 13d ago
Commercial Treasury Management Officer II
PNC Financial Services Group, Inc. 4.4
Remote action officer job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Treasury Management Officer II within PNC's Treasury Management Commercial Sales organization, you will be based in Nashville TN.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.
* Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
* Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
* Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty through strategic dialogue and opportunity quantification.
* Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Ensures awareness of the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
Competencies
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Prospecting., Sales Negotiating, Selling., Tech Savvy
Work Experience
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$54k-80k yearly est. 27d ago
Relationship Management Officer, Wealth Advisory
Glenmede 4.6
Action officer job in Beachwood, OH
Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.
Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.
This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH), however you are expected to be in the office full time for the first 90 days.
OVERVIEW:
The Relationship Management Officer, Wealth Advisory position is part of an interdisciplinary private client wealth management team responsible for goals-based wealth management, effective trust administration, and overall excellence in client experience. This position will provide day-to-day client management for designated relationships and will provide Wealth Advisory service and support for other designated relationships. The scope of responsibilities includes relationship management, fiduciary and account administration, wealth advice, and other functions as required to ensure excellent relationships with clients and business partners, and success with firm-wide initiatives.
RESPONSIBILITIES:
Relationship Management and Client Service: Manage designated client relationships and provide client service and support for moderately complex relationships as a part of an interdisciplinary Relationship Management team. Identify client needs, address client concerns, resolve issues (with guidance from senior officers where appropriate) and respond to client inquiries while keeping relevant parties involved. Effectively communicate with clients, external partners and colleagues regarding fiduciary, tax, legal, administrative, investment and other wealth management matters. Plan and prepare for client meetings, including pre-call, preparation of meeting materials and post-meeting follow up.
Fiduciary and Account Administration: Serve as fiduciary advisor for designated clients, including preparing summaries and recommendations for discretionary actions, communicating with trustees and beneficiaries, administering special assets, preparing annual trust reviews, preparing and maintaining Client Wealth Objectives, and ensuring that fiduciary standards and practices are observed at all times. In addition, provide daily administration for trust and investment accounts, including transaction management and/or execution, overdraft and tax lot management, account opening, set-up and funding, account termination, and other administrative functions in support of Relationship Management team clients. Consult with Fiduciary Practices Committee, Trust Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys and CPAs as appropriate.
Wealth Advisory: Exhibit strong knowledge of relevant aspects of wealth advisory for all account types and provide client-appropriate advice, with guidance from senior officers, where appropriate. Prepare Wealth Advisory materials for client meetings in collaboration with Wealth Planning, Portfolio Management, Tax and other team members, including relationship summaries, goals-based wealth plans and trust synopses. Analyze and interpret relevant legal documents including wills, trusts, agreements and entity documents, and explain to clients basic to moderately complex estate, tax and financial plans (including net worth, cash flow, and Monte Carlo analysis).
Firm Building: Participate in special projects and firm-wide initiatives to deepen understanding of multidisciplinary wealth management practice areas, create effective working relationships with colleagues and peers across the firm, and to develop effective presentation skills. Collaborate with colleagues and associates across the firm to enhance best practices, engage appropriate resources and foster strong team dynamics. As part of an integrated wealth management team, hold a basic understanding of asset classes, allocation, risk and Prudent Investor standards, as well as Glenmede's investment philosophy and process, with the ability to effectively communicate relevant basic principles to clients. Participate in new business development and presentations for prospective clients, develop referrals and expand client relationships, cultivate your professional network consistent with Glenmede's reputation and business goals.
REQUIRED QUALIFICATIONS:
* Bachelor's degree required.
* 5+ years of experience in financial services, preferably in a fiduciary operating environment or in a wealth management, law or accounting firm.
PREFERRED QUALIFICATIONS:
* Advanced degree/certification preferred. (JD, MBA, CTFA, CFP, CPA)
* Knowledge of trust management, financial planning, philanthropic planning and fiduciary law.
* Strong verbal and written communication skills for effective interactions with clients, colleagues and external advisors.
* Detail-oriented, especially with financial calculations and administrative requirements. Full understanding of client privacy and confidentiality.
* Superior team orientation.
* Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney, InvestEdge).
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************
Our Benefits Overview:
* Competitive health and welfare benefits, including company HSA contributions
* Numerous voluntary benefit choices available
* Superior 401k match
* Tuition reimbursement
* Company subsidized commuter benefits
* Generous paid time off, including parental leave
* Plus more!
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. ****************************************************
We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
#LI-Hybrid
$35k-60k yearly est. 60d+ ago
Treasury Management Officer
SB Financial Group Inc. 4.0
Action officer job in Edon, OH
Job Description Education
A B.S. or B.A. degree in related field of study, or specialized banking education and training in related field preferred.
Experience
A minimum of three (3) years' related experience normally required.
Preferred Skills
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations, communicative, and sales skills.
A thorough knowledge of bank deposit services and deposit services software programs.
Valid driver's license.
Visual and auditory skills.
Role and Responsibilities
Responsible for identifying sales opportunities for the Bank's Treasury Management area; achieving goals as assigned; communicating with appropriate management and staff personnel; providing periodic reports
ESSENTIAL DUTIES
Identifies sales opportunities for the Bank's Treasury Management Services area as follows:
Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be integrated with the Bank's annual marketing/sales plan.
Participate in independent and/or joint calling with business partners (Regional Leaders, Commercial Lenders, Small Business Lenders, Retail, Wealth Management and Private Banking) to develop prospects for sale of Treasury Management services such as online banking, remote deposit capture, positive pay, merchant services, etc.
Solicits new Treasury Management business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.
Develops, proposes and professionally presents comprehensive Treasury Management solutions based on client needs and objectives.
Participates in the development and promotion of new Treasury Management products.
Works with the Director of Treasury Management to increase Treasury Management clients and balances; jointly monitors Treasury Management services.
Works with the Director of Treasury Management and Information Technology personnel to identify new and emerging information technologies to be assimilated, integrated, and introduced within the Bank which will significantly impact the deposit services function.
Educates business partners in assigned region(s) in the knowledge and use of Treasury Management services. Assists them with pre-qualifying prospects with Treasury Management needs.
Achieve goals assigned to the Director of Treasury Management as established in the Division's annual operating plan.
Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel.
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within give time frames and within established policy.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Communicates with the Director of Treasury Management, other department managers, and appropriate staff personnel in order to integrate goals and activities.
Provides periodic reports to the Director of Treasury Management and other groups as required throughout the bank.
Ancillary Duties
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.
physical requirements:
Occasionally remains in a stationary position, often standing or sitting for prolonged periods.
The person in this position needs to occasionally move about inside the office to accomplish tasks.
Occasionally adjust or move objects in all directions.
Frequently communicates with others to exchange information.
Constantly moves wrists, hands, and/or fingers.
Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
Sedentary work that primarily involves sitting/standing.
$56k-97k yearly est. 5d ago
Global Command & Control Business Development Sr Stf
Lockheed Martin 4.8
Remote action officer job
The Work The C4ISR Global Command & Control (GC2) Business Development role is responsible to lead the planning and execution of new business opportunities in the US and internationally. This includes supporting offer designs, cross-functional coordination, capture plan development and execution, and internal deal development and approval. The GC2 growth campaign is complex, with multi-phased opportunities to help enable Joint All Domain warfighting capabilities. It brings together best-of-breed capabilities from all four LM business areas and a broader industry team. The GC2 Business Development role will assist in coordinating and collaborating across functions, lines of business and business areas to ensure clear communication of activities / opportunities and alignment to customer objectives and business goals.
The GC2 Business Development role will support the GC2 BD team to help lead a new business campaign that consists of cross-business and cross-functional members across multiple time zones and countries. This position will lead briefings, strategy meetings and decision milestones with senior/executive management. In addition to the above, this position will support GC2 team with the following:
• Assist in day-to-day leadership of capture teams and coordination of all campaign activity
• Collaborate closely with team members to optimize cohesion and performance across cultures, time zones, continents, and regulatory constraints
• Lead/Support customer deliverables, workshops, demonstrations, exercises, and other shaping activity
• Provide thought leadership to support strategy development and execution
• Lead/Support ‘Win Plan' activities such as opportunity qualification, Customer Value Proposition (CVP) development, color teams, Position to Win (PTW) and Design to Cost
• Support USG engagement activities and shape policy and technology release outcomes for the campaign
• Support teaming, and other industrial offset strategies
• Lead/Support campaign resource plan development, execution, and management across multiple sources of funds
• Develop and maintain productive business relationships with relevant current and potential international organizations, partner companies, internal LM partners, and suppliers
• Develop and execute a plan to achieve awareness and involvement by LM senior management in RMS and other LM business areas
This is a US-based role requiring 25-50% domestic and international travel.
Basic Qualifications
• Command and Control domain experience
• Ability to understand and interpret requirements and relate them back to campaign strategies
• Demonstrated experience driving tasks to closure with resourceful solutions to problems
• Demonstrated ability to execute multiple internal or external deliverables simultaneously
• Familiarity with the LM Win Plan
• Demonstrated experience working with a cross-business area and cross-functional team
• Excellent communication with an ability to negotiate and work with a variety of stakeholders
• Demonstrated ability to organize and motivate individuals with diverse backgrounds and experiences in pursuit of common objectives
• Flexibility to regularly support meetings at non-standard times because of time zone differences in the US and internationally
Desired skills
• BD and/or capture experience
• US Army or USAF experience
• Demonstrated ability to form and maintain successful customer relationships - Build Effective Relationships
• Demonstrated success interacting with LM exec leadership
• Cost Account Manager (CAM) Experience
• Experience working with Lockheed Martin
• Multi-task in a fast-paced team environment and work well under pressure
• Possess effective relationship-building skills with peers, leadership and suppliers
• You bring positivity and enthusiasm to every project you touch. In addition to the work, you love being part of a team and working collaboratively through the process.
Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.
The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.
*
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility.
If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs, and apply for roles that align with your qualifications.
Other Important Information
By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
Ability to work remotely
Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process.
Work Schedule Information
Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
Security Clearance Information
This position requires a government security clearance, you must be a US Citizen for consideration.
Pay Rate: The annual base salary range for this position in California, Massachusetts, and New York (excluding most major metropolitan areas), Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, Vermont, Washington or Washington DC is $128,400 - $226,435. For states not referenced above, the salary range for this position will reflect the candidate's final work location. Please note that the salary information is a general guideline only. Lockheed Martin considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer.
Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays.
(Washington state applicants only) Non-represented full-time employees: accrue at least 10 hours per month of Paid Time Off (PTO) to be used for incidental absences and other reasons; receive at least 90 hours for holidays. Represented full time employees accrue 6.67 hours of Vacation per month; accrue up to 52 hours of sick leave annually; receive at least 96 hours for holidays. PTO, Vacation, sick leave, and holiday hours are prorated based on start date during the calendar year.
This position is incentive plan eligible.
Pay Rate: The annual base salary range for this position in most major metropolitan areas in California, Massachusetts, and New York is $147,700 - $255,990. For states not referenced above, the salary range for this position will reflect the candidate's final work location. Please note that the salary information is a general guideline only. Lockheed Martin considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer.
Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays.
This position is incentive plan eligible.
$44k-72k yearly est. 54d ago
Commercial Treasury Management Officer II
PNC 4.1
Remote action officer job
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Treasury Management Officer II within PNC's Treasury Management Commercial Sales organization, you will be based in Denver CO.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.
Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty through strategic dialogue and opportunity quantification.
Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Ensures awareness of the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsBook Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesBusiness Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Prospecting., Sales Negotiating, Selling., Tech SavvyWork ExperienceRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) Pay TransparencyBase Salary: $74,750.00 - $165,600.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 01/15/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$26k-45k yearly est. Auto-Apply 4d ago
Treasury Management Officer
SB Financial Group Inc. 4.0
Action officer job in Edgerton, OH
Job Description Education
A B.S. or B.A. degree in related field of study, or specialized banking education and training in related field preferred.
Experience
A minimum of three (3) years' related experience normally required.
Preferred Skills
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations, communicative, and sales skills.
A thorough knowledge of bank deposit services and deposit services software programs.
Valid driver's license.
Visual and auditory skills.
Role and Responsibilities
Responsible for identifying sales opportunities for the Bank's Treasury Management area; achieving goals as assigned; communicating with appropriate management and staff personnel; providing periodic reports
ESSENTIAL DUTIES
Identifies sales opportunities for the Bank's Treasury Management Services area as follows:
Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be integrated with the Bank's annual marketing/sales plan.
Participate in independent and/or joint calling with business partners (Regional Leaders, Commercial Lenders, Small Business Lenders, Retail, Wealth Management and Private Banking) to develop prospects for sale of Treasury Management services such as online banking, remote deposit capture, positive pay, merchant services, etc.
Solicits new Treasury Management business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.
Develops, proposes and professionally presents comprehensive Treasury Management solutions based on client needs and objectives.
Participates in the development and promotion of new Treasury Management products.
Works with the Director of Treasury Management to increase Treasury Management clients and balances; jointly monitors Treasury Management services.
Works with the Director of Treasury Management and Information Technology personnel to identify new and emerging information technologies to be assimilated, integrated, and introduced within the Bank which will significantly impact the deposit services function.
Educates business partners in assigned region(s) in the knowledge and use of Treasury Management services. Assists them with pre-qualifying prospects with Treasury Management needs.
Achieve goals assigned to the Director of Treasury Management as established in the Division's annual operating plan.
Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel.
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within give time frames and within established policy.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Communicates with the Director of Treasury Management, other department managers, and appropriate staff personnel in order to integrate goals and activities.
Provides periodic reports to the Director of Treasury Management and other groups as required throughout the bank.
Ancillary Duties
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.
physical requirements:
Occasionally remains in a stationary position, often standing or sitting for prolonged periods.
The person in this position needs to occasionally move about inside the office to accomplish tasks.
Occasionally adjust or move objects in all directions.
Frequently communicates with others to exchange information.
Constantly moves wrists, hands, and/or fingers.
Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
Sedentary work that primarily involves sitting/standing.