Treasury Consultant, Core CRE

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
• 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
• Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process
• Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement
• Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks
• Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards
• Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines
• Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently
• Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences
• Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions
• Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning
• Attends industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies
• 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
• Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital
• 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
• Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards

Requirements

• 5+ years of Treasury Management Sales experience, with a focus on core commercial real estate is preferred
• Bachelor’s degree in Business Administration, Finance and/or Accounting or equivalent combination of education & experience preferred
• Deep knowledge and technical proficiency gained through extensive education and business experience

Benefits

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