Responsible for the acquisition, expansion and retention of new Payment business, including Merchant, Treasury Management and Card products.
Contact existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business.
In collaboration with Business Banking Relationship Managers, manage relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business.
Conduct receivables and payables business operating cycle analyses for identified client and prospective client relationships.
Provide consultative and insightful feedback to clients.
Provide product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect.
Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
Meet or exceed assigned sales and revenue goals and retention objectives.
May assist in the structuring of new or modified Payment services and oversee the proper implementation of those services.
Build relationships in the community and engage with local organizations.

Bachelor's degree, or equivalent work experience
Two to three years of related experience
Some knowledge of Treasury Management and Payments
Basic sales and new business development skills
Good client service and relationship skills
Effective verbal and written communication skills, and the ability to work independently
Active listening and problem-solving skills
Ability to teach customers how to use digital technology

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Treasury Management & Payments Consultant 2

Key skills