Jobs · Accounting · Wisconsin

Treasury Management & Payments Consultant

U.S. Bank · Milwaukee, WI · 1 mo ago
Accounting$91k–$112k/yrFull-time

About the role

This position is responsible for the acquisition, expansion and retention of new Payment business, including Merchant, Treasury Management and Card products. Contacts existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business. In collaboration with Business Banking Relationship Managers, manages relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business.

Conducts receivables and payables business operating cycle analysis for identified client and prospective client relationships; provides consultative and insightful feedback; provides product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

May assist management in developing a market strategy and in setting sales objectives. Responsible for meeting or exceeding assigned sales and revenue goals and retention objectives. May assist in the structuring of new or modified Payment services and oversees the proper implementation of those services.

Builds relationships in the community and engages with local organizations, identifying business development opportunities as well as ways for U.S. Bank to make a difference in the communities we call home.

Responsibilities

  • Acquire, expand and retain new Payment business, including Merchant, Treasury Management and Card products.
  • Provide consultative advice on business cash conversion cycle, working capital management and internal processes.
  • Manage relationships with existing clients to ensure proper servicing, structure of accounts and expansion of existing business.
  • Conduct receivables and payables business operating cycle analysis for clients and prospects.
  • Provide consultative feedback and product/service recommendations to create process efficiencies and business flow benefits.
  • Leverage resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
  • Assist management in developing market strategy and setting sales objectives.
  • Meet or exceed assigned sales, revenue goals and retention objectives.
  • Assist in the structuring of new or modified Payment services and oversee proper implementation.
  • Build community relationships and engage with local organizations to identify business development opportunities.

Requirements

  • Bachelor's degree, or equivalent work experience.
  • Three to five years of related experience.

Preferred Skills/Experience

  • Some knowledge of Treasury Management and Payments.
  • Basic sales and new business development skills.
  • Good client service and relationship skills.
  • Effective verbal and written communication skills, and the ability to work independently.
  • Active listening and problem-solving skills.
  • Ability to teach customers how to use digital technology.

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

$91,440.00 - $111,760.00

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