Treasury Consultant – Treasury & Payment Solutions Specialty Groups - Institutional Markets
Core
Senior sales advisor managing a portfolio of public sector clients to deliver tailored treasury and payment solutions, driving revenue growth and strategic relationship management.
Role type
Senior IC treasury consultant (sales)
Builds
Treasury management and payment solutions for public sector clients
Domain
Banking / Financial Services / Treasury & Payments
Required skills
consultative selling, strategic account planning, regulatory compliance, financial analysis, risk assessment, data interpretation, Salesforce proficiency, deal structuring
Preferred skills
corporate treasury practitioner experience, CTP certification, Master's degree in Business Administration/Finance
Technologies
Salesforce, Excel, reporting tools
Responsibilities
Manage and grow a portfolio of public sector clients by identifying treasury needs and delivering tailored solutions; Partner with Relationship Managers to deepen existing customer relationships and convert prospects; Develop proposals, pricing strategies, and presentations to support new business opportunities; Analyze financial, company, and industry data to determine client needs for proper structuring of Treasury products; Coach Treasury Advisors and Portfolio Managers on skills required to progress to Treasury Consultant role; Leads complex deal closures with internal teams and stakeholders to ensure efficient execution aligned with organizational goals.
Seniority
Senior, hands-on IC