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Treasury and Lending Analyst - Banking

Description

Ref ID: 01130-0011702229

Classification: Treasury Analyst/Assistant Treasurer

Compensation: $67000.00 to $80000.00 yearly

Robert Half Finance is recruiting a Banking Officer to handle commercial lending and Treasury functions for the Miami regional office of a large Latin American bank. This position is fully remote, indefinitely, and this full-time role will offer a very competitive salary, discretionary bonus, and a comprehensive benefits plan that includes 100% employer-paid healthcare for employee and family.


Position posted by:

David Warren at Robert Half


Primary responsibilities:

  • Directly negotiates and closes deals with counterparties, including large financial institutions, forfeiters, and corporate clients. 
  • Researches, analyzes, and monitors financial, political and legislative events that could negatively impact the bank’s portfolio or lending activities in order to minimize such impact.
  • Propose investment, loans and deposits interest rate guidelines, fees and other charges, consistent with overall bank policy, to ensure they are competitive and profitable.
  • Support and actively participate in all treasury activities. Including but not limited to search for the Agency’s funding through clients , deposits or Loans from non-related banks or affiliates , find treasury investment opportunities and monitor daily liquidity.
  • Travels to assigned countries to originate new business opportunities and gathers political and economic information for analysis, while maintaining professional and community relations to increase the Bank’s visibility and businesses opportunities.
  • Prepare and lead Corporate Banking committees (ALCO and Credit Portfolio Review Committee) to monitor various parameters of the portfolio and maintain a healthy level of liquidity, through lending activity reports, Lending Limits analysis, Impairment Test analysis and other reports and analysis as deem necessary.
  • Monitor and comply with define limits for the portfolio. Propose changes when deem necessary.
  • Administer accounts in accordance with established procedures. Ensures that all required documentation is obtained from customers/counterparties and supervises the orderly administration of files.
  • Participates actively in the budgeting process.
  • Ensures effective control and monitoring of financial margin results.
  • Review and update periodically the Fund Management Policy and the Credit Policy


•      Responsible for Promoting the Foreign Exchange Product with customers, as well as day to day FX quotations and executions.

  • Solve any recommendations from internal or external auditors (Audit Tracking Report)
  • The employee is responsible for adhering to all applicable BSA, AML, and OFAC compliance regulations


Requirements


  • Minimum of 2+ years’ experience in banking (corporate/commercial).
  • Ability to apply credit and risk principles toward business goals
  • Bilingual speaking proficiency in Spanish/English
  • Bachelor’s degree in a business-related major - MBA (Preferred)




Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

Job Snapshot

Location US-FL-Miami
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
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Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-FL-Miami
Recruiter
305- 374-7870
305- 381-9483
Snapshot
Robert Half
Company:
US-FL-Miami
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 01130-0011702229

Classification: Treasury Analyst/Assistant Treasurer

Compensation: $67000.00 to $80000.00 yearly

Robert Half Finance is recruiting a Banking Officer to handle commercial lending and Treasury functions for the Miami regional office of a large Latin American bank. This position is fully remote, indefinitely, and this full-time role will offer a very competitive salary, discretionary bonus, and a comprehensive benefits plan that includes 100% employer-paid healthcare for employee and family.


Position posted by:

David Warren at Robert Half


Primary responsibilities:

  • Directly negotiates and closes deals with counterparties, including large financial institutions, forfeiters, and corporate clients. 
  • Researches, analyzes, and monitors financial, political and legislative events that could negatively impact the bank’s portfolio or lending activities in order to minimize such impact.
  • Propose investment, loans and deposits interest rate guidelines, fees and other charges, consistent with overall bank policy, to ensure they are competitive and profitable.
  • Support and actively participate in all treasury activities. Including but not limited to search for the Agency’s funding through clients , deposits or Loans from non-related banks or affiliates , find treasury investment opportunities and monitor daily liquidity.
  • Travels to assigned countries to originate new business opportunities and gathers political and economic information for analysis, while maintaining professional and community relations to increase the Bank’s visibility and businesses opportunities.
  • Prepare and lead Corporate Banking committees (ALCO and Credit Portfolio Review Committee) to monitor various parameters of the portfolio and maintain a healthy level of liquidity, through lending activity reports, Lending Limits analysis, Impairment Test analysis and other reports and analysis as deem necessary.
  • Monitor and comply with define limits for the portfolio. Propose changes when deem necessary.
  • Administer accounts in accordance with established procedures. Ensures that all required documentation is obtained from customers/counterparties and supervises the orderly administration of files.
  • Participates actively in the budgeting process.
  • Ensures effective control and monitoring of financial margin results.
  • Review and update periodically the Fund Management Policy and the Credit Policy


•      Responsible for Promoting the Foreign Exchange Product with customers, as well as day to day FX quotations and executions.

  • Solve any recommendations from internal or external auditors (Audit Tracking Report)
  • The employee is responsible for adhering to all applicable BSA, AML, and OFAC compliance regulations


Requirements


  • Minimum of 2+ years’ experience in banking (corporate/commercial).
  • Ability to apply credit and risk principles toward business goals
  • Bilingual speaking proficiency in Spanish/English
  • Bachelor’s degree in a business-related major - MBA (Preferred)




Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

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