Top 34 Banking consultant Jobs in Lindenhurst Ny

Treasury Solutions Consultant II
BankUnited, N. A. —Melville, NY
- $130,000 - $160,000 a year
- 5 years
- Public speaking
- Office
Business Banking Consultant Senior- Vice President
JPMorganChase —Freeport, NY
- $133,000 - $185,000 a year
- Full-time
- 5 years
- Research
- Finance
- Health insurance
- Tuition reimbursement
1d
Branch Banking Client Consultant II-Licensed
Flagstar Bank —North Babylon, NY
- $18.34 - $27.68 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Mentoring
- Disability insurance
- Health insurance
Branch Banking-Client Consultant I-Float
Flagstar Bank —Bay Shore, NY
- $14.65 - $22.55 an hour
- Full-time
- High school diploma or GED
- Entry level
- Under 1 year
- Disability insurance
- Health insurance
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
Branch Banking Client Consultant I -PT
Flagstar Bank —Merrick, NY
- $17.00 - $22.55 an hour
- Part-time
- Office
- High school diploma or GED
- 2 years
- Disability insurance
- Health insurance
21h
Branch Banking Consultant I
Flagstar Bank —Plainview, NY
- $17.00 - $22.55 an hour
- Full-time
- Office
- High school diploma or GED
- 2 years
- Disability insurance
- Health insurance
1d
Branch Banking Client consultant I - Syosset NY (Part-Time(
Flagstar Bank —Syosset, NY
- $17.00 - $22.55 an hour
- Part-time
- High school diploma or GED
- 2 years
- Entry level
- Disability insurance
- Health insurance
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
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 - Huntington Station NY
Flagstar Bank —Huntington Station, NY
- $17.00 - $22.55 an hour
- Full-time
- Office
- High school diploma or GED
- 2 years
- Disability insurance
- Health insurance
Branch Banking Client Consultant II
Flagstar Bank —Hicksville, NY
- $17.12 - $26.97 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Mentoring
- 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
7d
Branch Banking Client Consultant II PT
Flagstar Bank —Brentwood, NY
- $16.28 - $25.06 an hour
- Part-time
- Spanish
- High school
- English
- Disability insurance
- Health insurance
Branch Banking Client Consultant I - Brentwood NY
Flagstar Bank —Brentwood, NY
- $17.00 - $22.55 an hour
- Full-time
- Spanish
- English
- Office
- Disability insurance
- Health insurance
Branch Banking Client Consultant II - Licensed
Flagstar Bank —Syosset, NY
- $18.34 - $27.68 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Mentoring
- Disability insurance
- Health insurance
Branch Banking Client Consultant I-PT
Flagstar Bank —East Northport, NY
- $17.00 - $22.55 an hour
- Part-time
- Office
- High school diploma or GED
- 2 years
- Disability insurance
- Health insurance
21h
Funding Consultant
Capixa Capital Funding Corp —Melville, NY
- $21 - $25 an hour
- 8 hour shift
- Mid-level
- Business development
Quick Apply
Branch Banking Client Consultant II Licensed
Flagstar Bank —Plainview, NY
- $16.28 - $25.06 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Mentoring
- Disability insurance
- Health insurance
Senior Home Lending Advisor - Melville NY - North Nassau County NY
JPMorganChase —Melville, NY
- $17 an hour
- Online Application
- Mid-level
- Office
- Windows
- Health insurance
- Tuition reimbursement
1d

I want to receive the latest job alert for banking consultant in lindenhurst ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

banking consultant jobs near lindenhurst ny

Treasury Solutions Consultant II

BankUnited, N. A. -
Melville, NY

Apply Now

Job Details

$130,000 - $160,000 a year

Qualifications

Initial Contact (sales skills)
Prospecting
Corporate sales environment

Full Job Description

SUMMARY: A Treasury Solutions Consultant independently manages a portfolio of clients with complex treasury solution needs. A Treasury Solutions Consultant is also responsible for growing the portfolio via new client acquisition and cross-selling opportunities.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and treasury products and services.
Develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling and new client acquisition opportunities.
Assesses client needs, identifying and evaluating solutions based on cost/benefit analyses.
Pursues client prospect opportunities outside of the portfolio.
Demonstrates industry leadership through involvement in relevant trade associations and/or public speaking opportunities.
Coordinates and directs treasury solutions for clients to include development of new treasury business, expansion of existing business relationships and maintaining current client relationships.
Utilizes extensive working capital management product knowledge and the ability to assess client needs to identify potential domestic and global solutions for clients. Demonstrates strong presentation (written and oral) advisory skills.
Leads risk assessment associated with potential solutions.
Ensures that other client team members are informed of client needs and of the solutions to meet those needs.
Leads pricing and negotiation of treasury products to optimize relationship profitability.
Communicates client needs to other key partners, including product and support partners as appropriate.
Works within a client team environment, coordinating and directing strategy and client contact activities for the team in regards to Treasury Solutions.
Partners closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.
Maintains daily client contact through both independent and joint calling activities.
Functions as a strategic advisor leading with working capital solutions, driving payment transformation, and delivering our capabilities.
Ensures client satisfaction by understanding the client's business and being their advocate at the Bank.
Influences others, inspiring them to follow his/her lead. Seeks perspectives of others with differing points of view when formulating and selling ideas. Communicates a compelling sense of purpose and direction.
Functions as a role model and mentors to more junior employees including Treasury Sales Analysts.
Builds partnerships and collaborates across teams to achieve sustainable results. Demonstrates and encourages collaboration and teamwork.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.

EDUCATION

Bachelor's Degree or an equivalent combination of education and related work experience required.

EXPERIENCE

At least 5 - 7 years of demonstrated success in direct treasury sales to Business Banking, Middle Market, and Large Corporate Clients required.

CERTIFICATES, LICENSES, REGISTRATIONS

Certified Treasury Professional (CTP)-AFP preferred.

KNOWLEDGE, SKILLS AND ABILITIES

Proven track record of excellent communication and presentation skills and strong organization and time management skills. Must also be able to demonstrate proven prospecting skills.

ADDITIONAL INFORMATION

Candidates residing in locations within BankUnited's footprint may be given preference.

Compensation: $130,000 - $160,000

Apply Now

Refine Your Search

banking consultant jobs in lindenhurst ny

Treasury Solutions Consultant II

Business Banking Consultant Senior- Vice President

Branch Banking Client Consultant II-Licensed

Branch Banking-Client Consultant I-Float

Branch Banking Client Consultant I - Bellmore NY

Branch Banking Client Consultant I -PT

Branch Banking Consultant I

Branch Banking Client consultant I - Syosset NY (Part-Time(

Branch Banking Client Consultant I-Float

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

Branch Banking Client Consultant I - Huntington Station NY

Branch Banking Client Consultant II

Branch Banking Client Consultant I

Branch Banking Client Consultant II PT

Branch Banking Client Consultant I - Brentwood NY

Branch Banking Client Consultant II - Licensed

Branch Banking Client Consultant I-PT

Funding Consultant

Branch Banking Client Consultant II Licensed

Senior Home Lending Advisor - Melville NY - North Nassau County NY

I want to receive the latest job alert for banking consultant in lindenhurst ny

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected