Strategic Treasury Solutions Consultant
Listed on 2026-07-20
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
• Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group
• Executes sales plan and collaborates with internal partners to identify sales opportunities
• Manages a portfolio of clients with TS needs and develops detailed relationship plans
• Provides client working capital services and solutions
• Adheres to policies and proactively escalates issues
• Consults with clients through various communication methods
• Reports on sales efforts and revenue progression
Requirements
- Bachelor's degree or an equivalent combination of education and related work experience
- 5 years of sales experience of financial or treasury products and/or services
- Maintains deep understanding of bank's Working Capital solutions
- Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
- 7+ years of sales experience of financial or treasury products and/or services (preferred)
- CFA Designation (preferred)
- Maintains up to date knowledge of Treasury Trends & Best Practices (preferred)
🔍 ATS Optimization Keywords
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Hard Skills
- sales experience
- financial products
- treasury products
- working capital solutions
- relationship management
Soft Skills
- consultative sales
- collaboration
- communication
- problem-solving
Certifications & Qualifications
- Certified Treasury Professional (CTP)
- CFA Designation
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