Treasury Management Sales Consultant
About The Position
The Treasury Management Sales Consultant supports Treasury Management Sales Officers as a market-segment expert and consultative business partner. The role provides strategic sales support, serves as an internal and external subject-matter expert, and leads discussions with clients’ IT, accounts payable, accounts receivable, and Treasury teams. It helps structure holistic client solutions involving account and liquidity structures, payables and receivables optimization, systems and connectivity, bank relationship management, working capital, and process centralization. The consultant uses broad, in-depth knowledge of payment, receipt, reporting, and data-transmission services to explain available options, understand client requirements, and support implementation. The role works with business partners to define technical-solution strategies, determine business requirements, and develop functional designs based on business needs, objectives, and existing systems infrastructure. It also contributes to product management, strategic client engagement, complex implementations, training, and the development and enhancement of Treasury Management products.
Requirements
- Bachelor’s degree in business, finance, marketing, or a related field, or equivalent experience.
- 7–10 years of banking experience.
- Five years of experience in Treasury sales, Treasury support, and/or product management.
- Demonstrated leadership experience with cross-functional teams.
- Extensive knowledge of Treasury Management products, services, procedures, and practices.
- Extensive knowledge of bank operating systems and commercial banking practices.
- Knowledge of product development, pricing, implementation, and strategic analysis.
- Current knowledge of treasury and payment systems compliance requirements.
- Ability to understand complex business and technical concepts.
- Strong analytical and creative problem-solving skills.
- Excellent written and oral communication skills.
- Ability to manage multiple detailed work assignments with a high degree of accuracy.
- Excellent understanding of technology.
Nice To Haves
- Graduate degree.
- CCM or CTP certification.
Responsibilities
- Collaborate with Treasury Management Sales Officers on thought leadership, client discovery consultations, and deployment of complex Treasury Management solutions.
- Build trust and confidence with clients and contribute to a strong client experience, particularly during technically complex implementations.
- Support comprehensive sales and product management, including strategic planning, product development and enhancement, pricing, promotion, profitability, vendor management, internal training, sales strategy, coordination, and competitive and industry intelligence.
- Develop and execute engagement plans with strategic clients to analyze treasury needs and recommend solutions.
- Liaise with client leadership to coordinate solutions effectively.
- Drive and participate in the design, development, and implementation of large, complex enterprise-wide applications, often involving new technologies.
- Support Treasury Management team profit and growth goals through consultative support of Sales Officers.
- Assist with and direct internal and external training on complex Treasury Management products.
- Partner with Sales Officers and bankers to identify revenue opportunities across the footprint and gather feedback on product needs and enhancements.
- Develop detailed business requirements for new products and enhancements to existing products.
- Understand client banking platforms, including ERP systems, and how they interact with the bank’s systems.
- Maintain in-depth knowledge of competitors, industry trends, governmental impacts, and market structure.
- Assist in creating collateral and marketing programs for Treasury solutions.
- Prepare or support documentation for procedures, policies, project materials, client materials, and training materials.
- Facilitate cross-functional coordination and communication among lines of business, product teams, and operational units.
- Accept other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
