Treasury Management Consultant
About The Position
The Treasury Management Consultant provides consultative support to large, sophisticated business clients with complex treasury needs and/or a broad client base with standard to mid-sized needs. The role develops new treasury management business, expands existing relationships, and handles high-touch clients. The consultant works with Relationship Managers, Bankers, Division Managers, other business lines, and business partners to onboard clients and address working capital needs across receivables, payables, liquidity, international/FX, and credit when appropriate. The consultant identifies opportunities to expand existing relationships, prepares sales plans, call schedules, and presentations, and leads consultative sales conversations with prospects and clients. The role coordinates implementation of solutions and services, mentors and trains less experienced team members, monitors industry and regulatory changes, and partners with Product Managers on product development and enhancement. The position also requires compliance with bank policies, regulations, and required training, while demonstrating and fostering Columbia’s corporate culture.
Requirements
- More than 10 years of experience in treasury management sales, service, and/or support.
- Extensive knowledge and understanding of bank payment systems, treasury management solutions, and competitive practices.
- Proficient knowledge of sales principles and practices for marketing treasury management solutions to prospects and clients.
- Demonstrated ability to develop and execute sales plans consistently within an assigned sales territory.
- Ability to achieve established sales and customer satisfaction goals, use effective new-business-development strategies, and build or source new relationships.
- Ability to manage complex commercial account relationships and consult on client best practices and operations to identify deficiencies and develop and implement effective solutions.
- Strong analytical, problem-solving, customer service, organizational, and interpersonal skills.
- Excellent written and verbal communication skills for leading, developing, and presenting effective sales proposals.
- Proficiency in MS Word, Excel, PowerPoint, and industry-specific software applications.
Nice To Haves
- Bachelor’s degree in Finance, Accounting, Marketing, Business, or a related field.
- Master’s degree.
Responsibilities
- Provide consultative treasury management services to sophisticated business clients and clients with standard to mid-sized treasury needs.
- Develop new treasury management business and expand existing business relationships, including high-touch client relationships.
- Collaborate with Relationship Managers, Bankers, Division Managers, other business lines, and business partners to onboard new clients.
- Consult with clients on working capital management, including receivables, payables, liquidity, international/FX, and credit needs when appropriate.
- Develop sales plans to identify opportunities within existing clients, including preparing call schedules and presentations with Relationship Managers.
- Present consultative working cash flow presentations to prospects and existing clients.
- Lead prospect and client sales calls with Relationship Managers and Technical Solutions Consultants.
- Coordinate collaboration across business lines to implement new solutions for new and existing clients.
- Lead consultative discussions to define solutions that meet client goals and business objectives.
- Lead and facilitate the implementation and structuring of new and existing services.
- Mentor and coach junior TM consultants and associates, and train new TM consultants as appropriate.
- Monitor industry trends, competitive practices, technology impacts, and regulatory and legislative changes related to treasury management.
- Partner with Product Managers to develop new products and enhance existing products and services.
- Comply with applicable bank regulations, policies, procedures, and required annual or job-specific training; maintain knowledge of applicable regulations.
- Maintain working knowledge of bank policies and procedures related to the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
- Coach, mentor, or train others and teach coursework as a subject matter expert when asked.
- Demonstrate and foster Columbia’s corporate culture, take personal initiative, and serve as a positive example.
- Perform other duties as assigned.
Benefits
- Medical, dental, and vision plans
- 401(k) retirement savings plan with employer match for qualifying associate contributions
- Employee assistance program
- Life insurance
- Disability insurance
- Tuition assistance
- Mental health resources
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Access to an online discount marketplace
- Paid vacation, sick days, volunteer days, and holidays
- Potential performance-based incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
