Treasury Operations Manager
Creative Financial Staffing
Guaynabo, PR
Primary Job Duties:
- Responsible for identifying, analyzing, selling, and supporting treasury management products and services to established business customers and targeted prospective clients across all business units.
- Maintenance and creation of the portfolio inventory.
- Purchases and sells of position analysis – Recommendations to the ALCO.
- Works closely with the Chief Financial Officer to provide banking solutions to current and prospective customers to attain the goals.
- Solidify customer retention efforts by providing a superior level of customer service during pre-sale, onboarding, and post-sale.
- Contributes to the bank’s deposit growth strategies and goals by generating additional revenue from the sale of treasury management products and services.
- Evaluates profitability of treasury management products by customer to ensure volumes, usage, and fee generation.
- Update and monitor Bloomberg alerts related to the bank’s portfolio positions.
- Budget creation, assumptions documentation and narrative.
- Build relationships with customers through regularly scheduled visits, sales and cross sales for referrals and potential new business.
- Provide treasury management product training to the sales teams to maximize referral opportunities.
- Responsible for completing annual training program assigned.
- Performs other functions and/or duties as assigned.
MaxSalary: USD120000
MinSalary: USD80000
About the Company
Creative Financial Staffing
ABOUT US:
Creative Financial Staffing (CFS) is a leading, employee-owned staffing firm—the largest one founded by CPA firms. CFS helps companies locate, attract and hire exceptional accounting, finance & technology professionals. With three decades of experience, CFS has developed a vast network of skilled professionals and has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential.
Established in 1994, CFS today operates 30+ offices across the United States. Nationally, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire, and project support to interim management.
OVERVIEW:
Creative Financial Staffing, along with our CFS Technology Division, delivers qualified accounting, finance and technology professionals on a temporary and permanent basis across a broad range of industries. Our extensive network equips us with the resources to better understand our client’s needs, attract higher-caliber candidates, and assess their potential. We take pride in being the industry's leading employee-owned staffing firm.
100% Employee-Owned: By embracing this business model, CFS has empowered its employees to become committed owners, fostering a culture of innovation, productivity, and customer-centricity. With an engaged and empowered workforce, our customers reap the rewards.
Your Success is Our Success: Our business is all about people and personal connections, built on trust and teamwork. As employee-owners, we love what we do and we are dedicated to the success of our clients and candidates.
Highly Qualified Professionals at Every Level: We are dedicated to recruiting top accounting, finance and technology talent for our clients, from entry-level to senior professionals. Our rigorous screening process includes personal interviews, professional reference checks, and employment/degree verifications to ensure a list of quality candidates.
Personal Attention: Our clients consistently commend us for our individualized focus and service. Client and recruit satisfaction is paramount to our business, and we strive to ensure each placement is the absolute best.
Our Commitment: Our core values are the foundation of our company’s culture and success. They guide our decision-making, foster collaboration, and create a positive work environment built on transparency and accountability. At CFS, our employees embody and value: integrity, teamwork, accountability, positive mindset, disciplined, and hard work.
Career Opportunities: We are growing! CFS is always on the lookout for team-oriented, enthusiastic, entrepreneurial, and customer service-driven professionals to join our team. If this sounds like you, join us and discover what we're all about!
Headquarters:
21 Custom House St.
Suite 210
Boston, MA 02110
Interested in learning more about our current opportunities? Join our talent network today!