Treasury Solutions Pricing Consultant

• Work independently and with Treasury Consultants to onboard new clients and deepen existing client relationships
• Advise relationship managers and clients through consultative conversations focused on cash flow management and working capital
• Support strategic sales and portfolio growth with Treasury Solutions teammates and Line of Business partners
• Manage or support client portfolios with Treasury Solutions needs
• Conduct industry, Line of Business, and region-specific market research
• Execute sales disciplines including pre-call planning, pipeline management, Salesforce opportunity tracking, client communications, documentation, disclosures, and approvals
• Provide end-to-end oversight of client experiences and identify process gaps or disconnects
• Consult with clients through in-person, email, voicemail, and virtual-meeting communications
• Mentor and coach new and junior teammates and build an internal network of critical partners
• Follow policies and operating guidelines and escape issues and risks to leadership

• Bachelor's degree
• 3+ years of related financial work experience
• Demonstrated excellence working on many initiatives or opportunities simultaneously
• Strong analytical skills and attention to detail
• Strong leadership and interpersonal skills
• High adaptability and flexibility
• Proficiency in basic computer applications, including Microsoft Office
• Master's degree in Business or related field, or equivalent education and related training preferred
• Certified Treasury Professional preferred

Demonstrates expertise in client relationship management and cash flow advisory, with a strong focus on strategic sales growth and process improvement. Proficient in utilizing Salesforce for opportunity tracking and managing client portfolios effectively.

• Client Relationship Management
• Cash Flow Management
• Salesforce Opportunity Tracking
• Analytical Skills
• Certified Treasury Professional

• Financial Work Experience
• Market Research
• Pipeline Management
• Documentation
• Disclosures
• Approvals

• Leadership Skills
• Interpersonal Skills
• Adaptability
• Attention to Detail

• Bachelor's Degree
• Master's Degree in Business
• Certified Treasury Professional

• Treasury Solutions
• Cash Flow Management
• Working Capital
• Client Portfolios

• Microsoft Office