Overview In this role you drive consultative sales of Treasury Solutions to a defined client base, aligning working capital needs with risk mitigation. You collaborate with bankers and product partners to expand revenue and grow the client portfolio. You independently manage client relationships and develop strategic plans to retain and acquire new business. You engage clients across channels to deliver liquidity, receivables, payables, and reporting services that support cash management goals. This position sits at the intersection of client needs, product expertise, and cross-functional teamwork to deliver value.
Compensation / Benefits- medical
- dental
- vision
- 401k plan
- vacation days
- paid holidays
Responsibilities- Execute the sales plan to grow revenue and portfolio in the assigned client portfolio
- Foster collaboration with line of business and product partners for opportunities
- Independently manage a client portfolio with Treasury Solutions needs
- Develop detailed relationship plans to identify retention and acquisition opportunities
- Provide working capital services (receivables, payables, information reporting, liquidity)
- Adhere to policies and proactively escalate issues to leadership
- Consult with clients effectively via in-person, email, voicemail, or virtual meetings
- Accurately report sales activities, progress, and revenue
Key requirements- Bachelor's degree or equivalent experience
- 3 years of sales experience in financial or treasury products/services
- relationship-building
- collaboration
- effective communication
- knowledge of Treasury Management Solutions
- working capital concepts
- receivables/payables management
