Senior Treasury Management Sales Consultant
About The Position
Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We’re seeking a high-performing sales consultant who thrives in a customer and partner driven environment that is motivated by helping clients optimize cash flow, drive operational efficiencies, and implement innovative payment solutions. As a Senior Treasury Management Sales Consultant , you will lead with insight and influence—serving as a strategic advisor to commercial clients while driving revenue growth through thoughtful, solution-based selling. This is a high-impact role for someone who excels at identifying opportunities, building long-term relationships, and delivering measurable results. This position will sit in either our San Francisco Main or Walnut Creek office
Requirements
- Bachelor’s degree in Business, Finance, or related field, with 6+ years of experience in treasury management, commercial banking, or financial services sales.
- Proven track record of success in consultative sales, revenue generation, and client relationship growth.
- Deep understanding of treasury products including payables, receivables, liquidity management, fraud prevention, and digital platforms.
- Strong communication, negotiation, and problem-solving skills.
- A proactive, goal-oriented mindset with a passion for helping clients succeed.
- A proactive, client-first mindset and a passion for building long-term partnerships.
Responsibilities
- Lead consultative sales efforts for a portfolio of high-value commercial clients.
- Identify opportunities to expand wallet share through tailored treasury solutions that align with client goals.
- Understand client operations and financial strategies to recommend treasury products that improve cash flow, reduce risk, and enhance efficiency.
- Proactively source new business and expand existing relationships through strategic outreach, cross-functional collaboration, and deep industry knowledge.
- Own the sales cycle from discovery to implementation.
- Ensure seamless onboarding and satisfaction, partnering with internal teams to deliver on commitments.
- Stay current on industry trends, competitor offerings, and emerging technologies to position yourself as a trusted advisor and thought leader.
- Build and maintain strong relationships with key decision-makers, positioning yourself as a long-term partner in their financial success.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
