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Treasury Sales Consultant – Specialized Industry
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-23
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-23
Job specializations:
-
Sales
Financial Sales, Banking & Finance -
Finance & Banking
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Responsibilities
- Execute sales plan and identify sales opportunities
- Foster relationships with bankers and product partners
- Manage a portfolio of clients with Treasury Solutions needs
- Develop relationship plans for client retention and new acquisition
- Provide client working capital services and solutions
- Adhere to policies and escalates issues to leadership
- Consult with clients through various methods of communication
- Responsible for accurate reporting of sales efforts
- Bachelor's degree or equivalent work experience
- 3 years of sales experience in financial or treasury products and/or services
- Deep knowledge of Treasury Management Solutions (Preferred)
- Certified Treasury Professional (Preferred)
Demonstrates expertise in Treasury Management Solutions and a strong ability to execute sales strategies while fostering client relationships. Proven track record in managing client portfolios and providing tailored working capital services.
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