Treasury Management Advisor

Our client is an established local financial institution seeking a motivated Treasury Management Advisor to help grow its commercial banking portfolio by delivering innovative cash management solutions and exceptional client service. This is an excellent opportunity for a results-oriented professional who enjoys building long-term business relationships, identifying growth opportunities, and serving as a trusted advisor to commercial clients. You’ll become part of a supportive collaborative organization that values strong client relationships, professional integrity, and innovative financial solutions.

Responsibilities include:

• Developing new commercial relationships while identifying opportunities to deepen existing client partnerships
• Recommending treasury management products and services that align with each client’s business objectives.
• Working closely with bank leadership to support strategic initiatives, product offerings, pricing, and market growth.
• Preparing customized pricing proposals and profitability analyses for treasury management services.
• Leading client meetings, product presentations, and annual account reviews. Coordinating the successful implementation of treasury solutions with internal departments and external service providers.
• Providing responsive, high-quality support to commercial clients and resolving service-related issues.
• Monitoring treasury portfolios, maintaining accurate reporting, and completing research as needed.
• Following all banking regulations, compliance standards, and internal risk management procedures.

The ideal candidate has a strong background in treasury management and commercial banking with a demonstrated ability to develop business and build lasting client relationships.

We’re looking for someone who has:

• A minimum of five years of treasury management sales and relationship management experience within a financial institution.
• Strong working knowledge of treasury products, commercial banking operations, account analysis, pricing, and banking systems.
• Excellent communication, presentation, and relationship-building skills.
• The ability to manage multiple priorities while maintaining exceptional attention to detail.
• A proactive, self-directed approach with strong organizational and problem-solving abilities.
• Proficiency with Microsoft Office and other banking technology platforms.