Top 77 Banking consultant Jobs in Baldwin, Ny

VP, Treasury Management Sales Consultant
Cathay Bank —Flushing, NY
- $90,000 - $125,000 a year
- Full-time
- Up to 50% travel
- Marketing
- 5 years
- Health savings account
- Disability insurance
Quick Apply
Bilingual Business Financing Sales Consultant (Mandarin or Korean)
EAZZY CONSULTING LLC —Flushing, NY
- From $17 an hour
- Full-time
- Background check
- English
- Office
- Employee discount
- Professional development assistance
Quick Apply
20h
Vice President, Consultant Relations
Macquarie Group Limited —New York, NY
- $185,000 - $240,000 a year
- Full-time
- 7 years
- Senior level
- Communication skills
- Paid parental leave
- Health savings account
Branch Banking Client Consultant I - Freeport NY (Part-Time)
Flagstar Bank —Freeport, NY
- $17.00 - $22.55 an hour
- Part-time
- Office
- High school diploma or GED
- 2 years
- Disability insurance
- Health insurance
Branch Banking Client Consultant I
Flagstar Bank —Freeport, NY
- $17.00 - $22.55 an hour
- Full-time
- Office
- High school diploma or GED
- 2 years
- Disability insurance
- Health insurance
1d
HR Reinvention Consultant, Banking
Logic —New York, NY
- $59,100 - $205,800 a year
- Full-time
- Oracle
- Sales
- Writing skills
- Paid holidays
- Disability insurance
13d
Branch Banking Client Consultant I - Bellmore NY
Flagstar Bank —Bellmore, NY
- $17.00 - $22.55 an hour
- Part-time
- Office
- High school diploma or GED
- 2 years
- Disability insurance
- Health insurance
Payments Banking Consultant
Accenture —New York, NY
- $59,100 - $205,800 a year
- Full-time
- Sales
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
2d
Talent & Workforce Consultant - Banking
Logic —New York, NY
- $59,100 - $205,800 a year
- Full-time
- Oracle
- Mid-level
- Travel
- Paid holidays
- Disability insurance
2d
Branch Banking Client Consultant I-Float
Flagstar Bank —East Meadow, NY
- $17.00 - $22.55 an hour
- Full-time
- Office
- High school diploma or GED
- Entry level
- Disability insurance
- Health insurance
Treasury Solutions Consultant II
BankUnited, N. A. —Melville, NY
- $130,000 - $160,000 a year
- 5 years
- Public speaking
- Office
Branch Banking Client Consultant I - Valley Stream NY
Flagstar Bank —Valley Stream, NY
- $17.00 - $22.55 an hour
- Full-time
- Office
- High school diploma or GED
- 2 years
- Disability insurance
- Health insurance
Direct and Workplace Banking Strategy - Vice President
Morgan Stanley —New York, NY
- $110,000 - $190,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
Investment Banking Senior Manager
Logic —New York, NY
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Mentoring
- US work authorization
- Paid holidays
- Disability insurance
Retail Banking Manager
Accenture —New York, NY
- $87,400 - $293,800 a year
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Paid holidays
- Disability insurance
Investment Banking Consultant
Accenture —New York, NY
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Payments Banking Manager
Accenture —New York, NY
- Full-time
- Sales
- 5 years
- Analysis skills
- Paid holidays
- Disability insurance
Banking Payments Senior Manager
Logic —New York, NY
- $122,700 - $338,300 a year
- Full-time
- Sales
- Analysis skills
- Travel
- Paid holidays
- Disability insurance
3d
HR Reinvention Consultant, Banking
Accenture —New York, NY
- $59,100 - $205,800 a year
- Full-time
- Oracle
- Sales
- Writing skills
- Paid holidays
- Disability insurance
13d
Talent & Workforce Consultant - Banking
Accenture —New York, NY
- $59,100 - $205,800 a year
- Full-time
- Oracle
- Travel
- US work authorization
- Paid holidays
- Disability insurance
2d

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VP, Treasury Management Sales Consultant

Cathay Bank -
Flushing, NY

Quick Apply

Job Details

Full-time
$90,000 - $125,000 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Vision insurance
Life insurance

Qualifications

Treasury management
Financial sales
Banking services expertise
Project management

Full Job Description

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities.

Apply today!

What our team members are saying:

Video Clip 1 (https://youtu.be/9G8tuCM0WxA)

Video Clip 2 (https://youtu.be/LdnIFqjGb0w)

Video Clip 3 (https://youtu.be/VETfDZ4kQjI)

Learn more about us at cathaybank.com

GENERAL SUMMARY

The VP, Treasury Management Sales Consultant, is responsible for identifying, presenting and delivering treasury management solutions to established clients and prospects. The TMSC is responsible for sourcing core deposits and fee income associated with treasury management products and services. The TMSC will help mentor other Treasury Management Consultants as needed. The TMSC will also help commercial lenders meet or exceed assigned depository and TM goals.

ESSENTIAL FUNCTIONS

Meet with Cathay Bank’s largest clients and prospects to assess treasury management needs, discuss initiatives and recommend effective strategies.
Meet or exceed sales revenue goals.
Partner with commercial relationship managers to identify and develop treasury management solutions for clients and prospects. Listen to learn and give compelling reasons for ideas and recommendations.
Collaborate with relationship managers to develop cross-selling strategies and update Cathay Bank team members on product enhancements as appropriate.
Work with clients and Treasury Management Implementation and Support team to deliver a seamless transition to Cathay Bank.
Team up with internal partners (TMIS and Product Management team) to improve the “client experience” through continuous improvement. Share time, resources, and frequently seek input and feedback from others.

QUALIFICATIONS

Education: Bachelor’s degree with major in Finance, Marketing, Business or equivalent work experience required. CTP preferred.
Experience: 5-7 years of Treasury Management sales experience required.
Skills/Ability: Excellent written communications skills – produce clear and understandable work materials which may include desktop procedures, instructions, written email communications, etc. Excellent verbal communication skills – articulates point of view effectively and ensures others understand the message. Demonstrated ability to deal effectively with all levels of management. Effective project management and organizational skills – willing to put in extra time and effort to get the job done. Excellent analytical skills and problem-solving skills. Demonstrated ability to remain productive in challenging work situations. Demonstrated ability to deal with ambiguity in an effective manner. Ability to travel 50% of the time within their assigned territory. Bilingual Chinese (Mandarin or Cantonese) strongly preferred.

OTHER DETAILS

$90K – $125K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy (https://www.cathaybank.com/CA-job-applicant-privacy-notice).

Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf)

Poster- Spanish (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRightsSp6.12.pdf)

Poster- Chinese Traditional (https://www.eeoc.gov/sites/default/files/2023-09/22-088_EEOC_KnowYourRights6.27%20-%20Chinese%20Traditional.pdf) (https://www.eeoc.gov/sites/default/files/2023-09/22-088_EEOC_KnowYourRights%20-%20Simplified%20Chinese.pdf)

Poster- Chinese Simplified (https://www.eeoc.gov/sites/default/files/2023-09/22-088_EEOC_KnowYourRights%20-%20Simplified%20Chinese.pdf)

Cathay Bank endeavors to make www.CathayBank.com (http://www.cathaybank.com/) accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or [email protected] (mailto:[email protected]). This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

banking consultant jobs in baldwin, ny

VP, Treasury Management Sales Consultant

Bilingual Business Financing Sales Consultant (Mandarin or Korean)

Vice President, Consultant Relations

Branch Banking Client Consultant I - Freeport NY (Part-Time)

Branch Banking Client Consultant I

HR Reinvention Consultant, Banking

Branch Banking Client Consultant I - Bellmore NY

Payments Banking Consultant

Talent & Workforce Consultant - Banking

Branch Banking Client Consultant I-Float

Treasury Solutions Consultant II

Branch Banking Client Consultant I - Valley Stream NY

Direct and Workplace Banking Strategy - Vice President

Investment Banking Senior Manager

Retail Banking Manager

Investment Banking Consultant

Payments Banking Manager

Banking Payments Senior Manager

HR Reinvention Consultant, Banking

Talent & Workforce Consultant - Banking

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