Top 97 Banking consultant Jobs in Westbury Ny

Treasury Solutions Consultant II
BankUnited, N. A. —Melville, NY
- $130,000 - $160,000 a year
- 5 years
- Public speaking
- Office
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
Talent & Workforce Consultant - Banking
Logic —New York, NY
- $59,100 - $205,800 a year
- Full-time
- Oracle
- Mid-level
- Travel
- Paid holidays
- Disability insurance
9d
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
2d
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
9d
Payments Banking Consultant
Accenture —New York, NY
- $59,100 - $205,800 a year
- Full-time
- Sales
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
9d
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
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
Branch Banking Client Consultant I
Flagstar Bank —Roslyn, 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 - 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
Transaction Banking, Leadership and Strategy, Associate
Goldman Sachs —New York, NY
- $100,000 - $160,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
3d
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
HR Reinvention Consultant, Banking
Logic —New York, NY
- $59,100 - $205,800 a year
- Full-time
- Oracle
- Sales
- Writing skills
- Paid holidays
- Disability insurance
HR Reinvention Consultant, Banking
Accenture —New York, NY
- $59,100 - $205,800 a year
- Full-time
- Oracle
- Sales
- Writing skills
- Paid holidays
- Disability 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
Infrastructure Operations Consultant - Core Banking
NTT Ltd —Jersey City, NJ
- $127,890 - $170,520 a year
- Hybrid work
- English
- Windows
- 3 years
- Health savings account
- AD&D insurance
PMI Sales: Payment Sales Consultant
U.S. Bank National Association —New York, NY
- $170,255 - $200,300 a year
- Full-time
- Office
- Business development
- Mentoring
- Paid holidays
- Disability 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
2d
Treasury Management Consultant - PCGAM
U.S. Bank National Association —New York, NY
- $148,495 - $192,170 a year
- Full-time
- Bachelor's degree
- US work authorization
- Organizational skills
- Paid holidays
- Disability insurance
Payments Banking Manager
Accenture —New York, NY
- $87,400 - $293,800 a year
- Full-time
- Sales
- 5 years
- Analysis skills
- Paid holidays
- Disability insurance

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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 westbury ny

Treasury Solutions Consultant II

Vice President, Consultant Relations

Talent & Workforce Consultant - Banking

Business Banking Consultant Senior- Vice President

Talent & Workforce Consultant - Banking

Payments Banking Consultant

Branch Banking Client Consultant II

Investment Banking Consultant

Branch Banking Client Consultant I

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

Transaction Banking, Leadership and Strategy, Associate

Branch Banking Client Consultant I-Float

HR Reinvention Consultant, Banking

HR Reinvention Consultant, Banking

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

Infrastructure Operations Consultant - Core Banking

PMI Sales: Payment Sales Consultant

Branch Banking Client Consultant I -PT

Treasury Management Consultant - PCGAM

Payments Banking Manager

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

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