About The Role:
We are looking for a Lead Treasury Associate for CBRE Investment Accounting & Reporting Solutions, an exciting and growing environment. This role supports treasury activities, ensuring financial transactions, policies, and procedures meet corporate needs and objectives.
What You'll Do:
- Direct and coach a team responsible for day-to-day operations related to cash management.
- Supervise operations and outcomes to ensure compliance with procedures and the security of client banking information.
- Review banking systems and processes to ensure they are in compliance with acceptable accounting practices and applicable regulations.
- Oversee development of disaster recovery and business continuity plans as they relate to banking needs.
- Coach Client Accounting Services staff on cash management and banking requirements.
- Review and approve wire transfers. Resolve discrepancies associated with transfers to facilitate release of funds.
- Review and resolve fraud prevention exception files.
- Plan and monitor staffing levels and utilization of labor, including overtime.
- Prepare and deliver performance appraisals.
- Mentor team members to further develop competencies.
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What You'll Need:
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- High school diploma or general education degree (GED) and 6+ years of experience in banking or related field with automated systems or equivalent combination of education and experience.
- Prior supervisory experience preferred.
- Certified Treasury Professional credential preferred.
- Excellent written and verbal communication skills.
- Strong organizational and analytical skills.
- Ability to provide efficient, timely, reliable and courteous service to customers.
- Knowledge of cash management principals, bank products, and bank services preferred.
- Familiarity with and ability to navigate within bank online systems (SunGard/Integrity, Bank of America, Wells Fargo, PeopleSoft are a big plus).
- Knowledge of Treasury Workstation program preferred.
California Residents: CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for this position is $70,000 annually and the maximum salary for this position is $81,100 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program.
Why CBRE?
When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your success, we provide the best tools, training and leaders in the industry.
Our culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive.
Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity!
California Residents: CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for this position is $70,000 annually and the maximum salary for this position is $81,100 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program.
Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.