Treasury Management Consultant III, Specialized Industries
Core
Generate new and expand existing full-service treasury management relationships for Sponsor and Specialized Industries clients (TMT, FIG) by selling depository accounts and treasury services.
Role type
Senior IC Treasury Management Consultant (Sales)
Builds
Book of business through deposit growth, maintaining and cross-selling to existing clients, and prospecting for new-to-bank relationships
Domain
Banking / Financial Services / Treasury Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Treasury management sales, deposit account sales, client relationship management, risk assessment, consultative selling, industry vertical knowledge (TMT/FIG), onboarding execution, market trend analysis
Preferred skills
Certified Treasury Professional (CTP), advanced treasury product knowledge, thought leadership, industry association engagement
Technologies
N/A
Responsibilities
Identify and develop relationships with internal and external prospects to expand business; Provide thought leadership through corporate events and industry conferences; Manage portfolio of existing and new-to-bank clients for revenue growth; Conduct independent sales calls to achieve YoY growth goals; Design customer-centric treasury management solutions and provide expertise on liquidity management; Identify working capital efficiency opportunities and refer ancillary business opportunities
Seniority
Senior, hands-on IC