Treasury Advisor

• Apply consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients
• Ensure regulatory compliance throughout sales and service activities
• Monitor implementation activities for alignment with timelines
• Provide tailored treasury management solutions and optimize sales processes through continuous process improvements
• Manage sales processes, client engagement and outcomes
• Manage client sales inquiries related to product offerings, pricing, and implementation
• Conduct sales discussions, introduce innovative products and services, share industry insights, and foster proactive client engagement
• Handle the Client Management Process by identifying client needs, building relationships, and driving acquisition strategies
• Analyze trends in overdrawn accounts, identify compliance risks, and implement escalation procedures
• Resolve document exceptions and maturity report discrepancies
• Coordinate client implementation activities
• Advise clients on treasury management solutions, cash flow, and liquidity management
• Attend industry forums and community events to support sales strategies and the Bank’s brand
• Build and maintain long-term relationships with high-value and strategic clients
• Analyze client and industry data to develop customized client solution strategies and optimize working capital management
• Collaborate with internal teams and stakeholders to define products, solutions, and strategies
• Build advocacy and adoption of NA TPS digital products and solutions
• Support implementation activities, including documentation, pricing, and project timelines
• Ensure adherence to regulatory requirements, internal controls, and compliance standards
• Apply the Risk Management Framework and make risk-informed decisions aligned with business strategy

• 4–6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred
• Bachelor’s degree required;
  Business Administration, Finance and Accounting preferred
• Any other related discipline or commensurate work experience considered
• Technical proficiency gained through education and/or business experience
• Advanced proficiency in Treasury Management
• Advanced proficiency in Cash Management
• Advanced proficiency in Payment Technologies
• Advanced proficiency in Financial Analysis
• Advanced proficiency in Risk Assessment
• Advanced proficiency in Quality Assurance Auditing
• Advanced proficiency in Regulatory Compliance
• Advanced proficiency in Data Analysis Reporting
• Advanced proficiency in Problem Solving
• Advanced proficiency in Time Management
• Advanced proficiency in being Detail-Oriented

Demonstrates advanced proficiency in Treasury Management, Cash Management, and Payment Technologies, while ensuring regulatory compliance and optimizing client solutions. Strong relationship management and consultative sales skills are essential for driving client engagement and acquisition strategies.

• Treasury Management
• Cash Management
• Payment Technologies
• Regulatory Compliance
• Financial Analysis

• Risk Assessment
• Quality Assurance Auditing
• Data Analysis Reporting
• Problem Solving
• Time Management

• Detail-Oriented
• Relationship Management
• Client Engagement
• Consultative Sales
• Process Improvement

• Financial Operations
• Corporate Banking
• Compliance Standards
• Client Management Process
• Working Capital Management