Senior Treasury Consultant, Healthcare and Core CRE
Core
Applies consultative sales and relationship management to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.
Role type
Senior IC sales consultant (treasury & cash management)
Builds
Treasury management and payment solutions for corporate clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
consultative sales, relationship management, deal closure, risk evaluation, client implementation oversight, regulatory compliance, process optimization, data analysis, strategic advice, cross-functional coordination
Preferred skills
7+ years in sales/treasury/financial ops, Master's degree, industry knowledge
Technologies
NA TPS digital products
Responsibilities
Lead business development and build strategic client relationships; Close complex deals with internal teams; Evaluate vulnerabilities and manage risks in client portfolios; Oversee client implementation activities; Serve as subject matter expert for treasury solutions; Represent the organization at industry forums; Coordinate cross-functional teams for strategic initiatives; Manage databases and ensure data governance alignment; Champion process optimization and workflow improvements; Provide strategic advice on financial solutions; Analyze data to inform customized client strategies; Support implementation documentation and pricing; Ensure adherence to regulatory requirements and internal controls; Operate at an enterprise-wide level to support senior leaders.
Seniority
Senior, hands-on IC