Non-Bank Financial Institutions

Non-Bank Financial Institutions Finance Jobs

2 jobs found

1mo ago

Treasury Sales Officer II- Global Payment Solutions - Non Bank Financial Institutions

Bank of America New York, NY

New York, NY

1mo ago Closed

$133k - $235k/yr Full time Client Relations Financial Services Institutional Sales

This position is no longer accepting applications (closed Aug 17, 2026).

Job Description

Delivery of integrated treasury solutions to Non-Bank Financial Institution clients and prospects globally, with a focus on growing treasury revenue, expanding product penetration, and leading client-facing treasury engagements including digital payments adoption.

Responsibilities

Deliver integrated treasury solutions to Non-Bank Financial Institution clients and prospects within the Global Commercial Bank coverage.
Actively manage and pursue treasury revenue streams while expanding product penetration across the assigned portfolio.
Partner with client-facing teammates to advise on sales opportunities and tailor solutions to client needs.
Provide in-depth product knowledge to deliver optimal solutions aligned with client and prospect requirements.
Serve as a digital ambassador to drive mobile, digital and real-time payments adoption; lead strategic dialogues on client-centric issues using benchmarking, industry data analytics, and solution positioning.
Own revenue and product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and client-facing treasury presentations.
Identify and evaluate treasury solutions based on client focused cost-benefit analyses and bank profitability analyses.
Maintain a strong client focus while understanding the operational aspects of the bank.
Demonstrate broad knowledge of treasury products and services to support client success.
Lead pricing and negotiation discussions with clients to optimize profitability and year-over-year growth.
Coach Treasury Analysts and coordinate with Servicing and Implementation teams to deliver client solutions.
Develop new client relationships and deepen existing ones by proactively identifying client needs.
Ensure revenue and balance sheet growth, profitability improvement, client planning, portfolio development, pricing strategy, and compelling proposals and presentations.
Partner with bankers and product specialists across the enterprise to craft customized treasury solutions using client-focused cost-benefit and bank profitability analyses.
Balance client, team, and bank needs while effectively managing risk and maintaining high levels of client satisfaction.

Requirements

Minimum 5 years of treasury sales experience.
Ability to travel up to 10 percent of the time, including extended travel and overnight stays.
Proven track record in treasury management sales with broad familiarity of global treasury management products, services, and trends.
Strong business development and relationship management skills with complex clients.
Excellent verbal and written communication and presentation abilities.
Proven negotiation and active listening skills with a strong executive presence.
Adept at critical and strategic thinking and effective problem resolution.
Solid business and financial acumen.
Ability to navigate the enterprise, engage partners, and escalate as needed.
Demonstrated ability to foster strong partnerships within the core team.
Capable of managing competing priorities in an organized fashion while maintaining high client satisfaction.
Effective as both an individual contributor and a collaborative team member in a fast paced environment.
Experience in risk management while balancing the needs of the client, the team, and the bank.

Location

New York, NY (onsite)

Compensation

Salary: USD 133,200 - 235,000 per year

Shift

First shift (United States of America)

Hours per week

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5mo ago

Corporate Banking Relationship Manager - Associate

Santander US New York, NY

New York, NY

5mo ago Closed

$109k - $175k/yr Full time Manager Associate Bachelor's Degree

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

Santander is a global leader in financial services, evolving from a high impact brand into a technology driven organization. Our people are at the center of this transformation, driving a customer‑centric shift that values bold thinking, innovation, and the courage to challenge what’s possible. This is an opportunity for driven professionals to grow, learn, and make a meaningful impact. Location is New York, NY.

Responsibilities

Support Senior Relationship Managers with client management, transaction execution, and portfolio management.
Participate in additional strategic activities, including industry sector analysis, market analysis, internal reporting, and budgeting initiatives.
Provide support to senior bankers and serve as a secondary banker for clients, with a focus on the insurance sector.
Lead client presentation preparation, including background research and analysis, and the drafting and production of client marketing materials and pitch books.
Assist senior bankers with follow-ups on identified cross-sell opportunities, coordinating Credit, Product, and stakeholders across the Global Network.
Act as the main point of contact with Risk Department, coordinating all relevant risk presentations.
Adhere to compliance procedures and internal/operational risk controls in line with regulatory standards, requirements, and policies.
Support product partners and monitor the end-to-end execution process for transactions to ensure timely delivery and client satisfaction.
Conduct client research to uncover opportunities to market bank products, develop industry views, perform industry peer and market research, and analyze trends and transformational events.

What You Bring

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with

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Non-Bank Financial Institutions Finance Jobs

Treasury Sales Officer II- Global Payment Solutions - Non Bank Financial Institutions

Corporate Banking Relationship Manager - Associate

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