CareerPlan

Cash Management Consultant Senior

New York, NY, USFull-time2026-10-19 → 2026-11-09

Core

Senior consultant acting as a trusted advisor to Business Relationship Managers and Business Development Managers to identify, propose, and deliver Cash Management solutions to business clients and prospects.

Role type

Senior Business Banking Consultant (Cash Management)

Builds

Profitable Cash Management business portfolios and new client implementations

Domain

Banking / Financial Services / Cash Management

Deliverable

product features

Required skills

Cash Management/Treasury Services expertise, business development, sales, negotiation, strategic thinking, risk management, regulatory compliance, prospecting, proposal management, client implementation

Preferred skills

Certified Treasury Professional (CTP), Finance degree

Technologies

RelPro, Vertical IQ, Seismic, Proformas