Senior Treasury Sales Consultant – Team Lead

Role Overview

• Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.
• Monitors implementation activities to ensure alignment with timelines.
• Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.
• Manages sales processes, client engagement and outcomes.
• Leads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach.
• Oversees client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences.
• Serves as a subject matter expert, delivering innovative treasury solutions to enhance client and internal operational efficiency.
• Represents the organization at industry forums and community events, utilizing market insights and trends to reinforce the Bank’s brand and identify new business opportunities.
• Executes on strategic initiatives by coordinating cross-functional teams, ensuring alignment with business goals, operational excellence, and market-leading practices.
• Champions process optimization by spearheading large-scale workflow improvements and integrating best practices across treasury and payment operations to enhance operational efficiency.
• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
• Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.

Requirements

• 7+ years of relevant experience in Treasury Payment Solutions
• Must have leadership experience
• Must have the ability to mentor and coach
• Must have the ability to manage escalations
• Bachelor’s degree required, Master’s degree preferred; Business Administration, Finance and Accounting preferred
• Any other related discipline or commensurate work experience is considered
• Advanced level of proficiency: Structuring Deals
• Expert level of proficiency: Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance, Auditing, Regulatory Compliance, Data Analysis, Reporting, Sales, CRM, Problem Solving, Collaboration

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans