Treasury Consultant - Commercial Real Estate
Core
Senior sales advisor managing a portfolio of public sector clients to deliver tailored treasury solutions, driving revenue growth and strategic relationship management.
Role type
Senior IC treasury sales consultant (public sector)
Builds
Cash management, card solutions, merchant services, and deposit products for commercial real estate and public sector clients
Domain
Banking / Commercial Real Estate / Public Sector
Deliverable
client delivery
Required skills
consultative selling, strategic account planning, portfolio management, financial data analysis, regulatory compliance knowledge, proposal development, Salesforce proficiency
Preferred skills
corporate treasury practitioner experience, CTP certification, commercial real estate industry experience
Technologies
Salesforce, Excel
Responsibilities
Manage and grow a portfolio of public sector clients; Partner with Relationship Managers for strategic account planning; Develop proposals and pricing strategies; Conduct business reviews and provide insights on liquidity and risk mitigation; Analyze financial data to structure treasury products; Coach Treasury Advisors and Portfolio Managers
Seniority
Senior, hands-on IC