Serve as a primary treasury advisor, helping clients optimize cash flow, payment processes, and liquidity strategies
Conduct discovery meetings to understand client business models and treasury needs
Build and maintain strong relationships with C-suite and finance leaders
Partner with Relationship Managers to develop customized treasury strategies
Recommend solutions for payments, receivables, liquidity, and fraud mitigation
Deliver client presentations, proposals, and product demonstrations
Manage the full sales cycle from assessment through implementation handoff
Meet or exceed annual revenue, cross-sell, and activity targets
Maintain an organized, active sales pipeline using CRM tools
Identify opportunities to deepen product usage within existing client portfolios
Assess client operations to identify efficiency, risk reduction, and cost-saving opportunities
Independently resolve moderately complex treasury issues by collaborating with internal partners
Provide guidance on cash-management best practices and payment-security solutions
Lead treasury projects to ensure smooth implementation and positive client experience
Partner with internal teams to develop solutions for complex client needs
Mentor less experienced team members and support their development

4+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Strong understanding of payables and receivables processes, including workflow optimization and cash-flow impacts
Proven experience managing high volumes of sales calls with a strategic approach to planning, execution, and anticipating customer needs while delivering a high-touch client experience
Proactive, self-driven approach with the ability to consult, engage, and influence prospects in a fast-paced environment
Excellent partnership and collaboration skills, with the ability to influence cross-functional teams and remain receptive to feedback
Highly organized with exceptional attention to detail; capable of managing multiple deals, priorities, and internal partners simultaneously
Strong communication and presentation skills with the ability to translate complex treasury concepts for diverse audiences
Experience working with Emerging Middle Market clients ($25MM–$100MM revenue) and familiarity with treasury platforms, payment technologies, and fraud-mitigation solutions
CTP (Certified Treasury Professional) designation or willingness to pursue
Bilingual proficiency in English and Spanish, with the ability to read, write, and communicate effectively in both languages to support diverse clients.

This position offers a hybrid work schedule
This position will require 15-20% of travel
Specific compliance policies may apply regarding outside activities and/or personal investing

Senior Treasury Management Consultant

Key skills