Treasury Management & Payments Consultant
About The Position
This position is responsible for acquiring, expanding, and retaining Payment business, including Merchant, Treasury Management, and Card products. The consultant works with existing and prospective clients to provide advice on cash conversion cycles, working capital management, and internal processes, and collaborates with Business Banking Relationship Managers to service, structure, and grow client relationships. The role analyzes clients’ receivables and payables operating cycles, recommends products and services to improve efficiency and business workflows, and uses available resources and technologies to provide an accurate, operationally excellent client experience. The consultant is accountable for assigned sales, revenue, and retention objectives; may help develop market strategies and sales objectives; and may assist with structuring and implementing Payment services. The role also builds community relationships and identifies business development opportunities and ways U.S. Bank can contribute locally.
Requirements
- Bachelor's degree or equivalent work experience.
- Seven to 10 years of related experience.
Nice To Haves
- Advanced knowledge of Treasury Management and Payments.
- Well-developed sales and new business development skills.
- Strong client service and relationship skills.
- Effective verbal and written communication skills and the ability to work independently.
- Active listening and problem-solving skills.
- Ability to teach customers how to use digital technology.
Responsibilities
- Acquire, expand, and retain Payment business, including Merchant, Treasury Management, and Card products.
- Advise existing and prospective clients on cash conversion cycles, working capital management, and internal processes.
- Collaborate with Business Banking Relationship Managers to manage and service client relationships, structure accounts, and expand existing business.
- Analyze receivables and payables operating cycles for client and prospective client relationships.
- Provide consultative feedback and recommend products and services to create process efficiencies and other business-flow benefits.
- Use available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.
- Meet or exceed assigned sales, revenue, and retention objectives.
- Assist management in developing market strategy and setting sales objectives, as needed.
- Assist with structuring new or modified Payment services and oversee their proper implementation, as needed.
- Build community relationships and identify business development opportunities and ways for U.S. Bank to contribute to local communities.
Benefits
- Medical, dental, and vision healthcare.
- Basic term and optional term life insurance.
- Short-term and long-term disability.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation, from two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
