Senior Treasury Consultant - Healthcare and CRE

About the role

The Senior Treasury Consultant drives business development and manages client relationships by offering tailored treasury management and payment solutions.

Responsibilities

• Build and nurture strategic client relationships, identify cross-selling opportunities, and expand business reach.
• Lead complex deal closures, ensuring compliance and efficient execution with internal teams.
• Evaluate and manage risks within client portfolios, ensuring regulatory adherence.
• Oversee client implementations, provide feedback for process improvements, and ensure timely delivery.
• Deliver innovative treasury solutions to optimize client and operational efficiency.
• Represent the organization at industry events, leveraging market insights to identify new opportunities.
• Coordinate cross-functional teams, streamline workflows, and champion process optimizations.
• Maintain strong relationships with high-value clients, providing strategic financial advice.
• Support product development, implement digital solutions, and ensure regulatory compliance.
• Apply expertise to resolve complex issues, adapt to market trends, and mitigate risks.

Requirements

• 7+ years in sales, treasury management, financial operations, or risk management.
• Bachelor’s degree required; Master’s preferred.

Skills

• Industry knowledge
• Consultative sales
• Relationship management
• Risk mitigation
• Strong communication
• Strategic thinking
• Process improvement capabilities