What are the responsibilities and job description for the Treasury Management Officer position at Opportunities?
Job Overview: Fidelity’s treasury services department provides businesses a comprehensive suite of tools to help improve their cash flow, streamline investment activities, minimize instances of fraud and provide information reporting. Treasury services team members operate with a problem-solving mindset, considering the different ways in which Fidelity can assist with increasing efficiencies and maximizing our customer’s return on cash. Are you passionate about business and helping others succeed? Let’s talk.
The candidate for this position will be responsible for:
- Identifying opportunities and assisting in the marketing and sales of treasury management products
- Participating in outside business development activities and driving portfolio growth
- Preparing and presenting proposals to prospects as well as accompanying lenders on sales presentations
- Communicating with customers and staff to provide support and to resolve customer issues
Requirements for the position include:
- A Bachelor’s degree (may be waived in lieu of experience)
- A minimum of five years of commercial financial services experience, preferably with a proven track record selling financial products
- High attention to detail and organization
- Strong verbal and written communication skills
- The ability to work in a deadline-driven environment
- Occasional road and/or air travel
EEO/Veterans/Disability