Treasury Management Consultant

Position Summary

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity The Treasury Management Consultant is responsible for selling Treasury Management solutions to clients and prospects and working with Commercial Lending Officers on treasury management service proposals in conjunction with commercial loan sales efforts.

• Develop new business relationships in assigned markets.
• Manage existing business customer relationships and increase relationship value through cross‑selling.
• Call on businesses referred to by lenders or other areas of the Bank and make joint sales calls with Commercial Lending Officers.
• Initiate leads through outside sources.
• Analyze customers' needs and recommend appropriate products.
• Prepare prospective customer proposals.
• Refer customers to other departments to maximize opportunities.
• Assist the Treasury Management Implementation and Training manager as needed with new client on‑boarding or new service installation.
• Maintain high visibility within the market by involvement in community organizations.
• Interface with support departments to provide product delivery while adhering to existing bank policies.
• Perform additional duties as required.

• 5+ years of banking experience in Treasury/Cash Management with thorough knowledge of cash management products.
• Demonstrated sales skills with a history of proven results.
• Ability to establish and maintain effective working relationships with internal and external customers.
• Proficient in MS Office and experience with CRM tools preferred.
• Strong analytical and problem‑solving skills.
• Ability to achieve goals while working independently.
  
  Excellent written and oral communication skills.

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job.

Salary Range: $140,000 – $185,000, to be determined based on the successful candidate's skills, qualifications, and experience.

In addition, Cambridge Savings Bank offers a wide range of comprehensive and inclusive employee benefits for full‑time roles including healthcare, parental planning, mental health benefits, performance bonus opportunities, a 401(k) plan and match, flexible time off, and others.

Cambridge Savings Bank is unable to sponsor or take over sponsorship of an employment visa for this role at this time.

Hybrid/Waltham, MA.

Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.