Treasury Management Specialist Sr

Key Responsibilities

• Research client financial structures and cash flow needs to recommend tailored treasury solutions
• Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability
• Stay ahead of industry trends and competitor offerings to position our solutions effectively
• Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts
• Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services
• Support the full client engagement cycle, from proposal development to service activation
• Build strong internal relationships to enhance solution delivery and client satisfaction
• Contribute to overall team revenue goals and continued growth of the Treasury Management business

Basic Qualifications

• 6+ years of relevant experience in treasury management and/or banking focusing on Mid-Market clients between $100 million - $1 billion; candidates should have experience cultivating long-term relationships with privately held businesses and regional enterprises.
• Bachelor’s degree in business or related field

Preferred Qualifications

• Certified Treasury Professional (CTP) or equivalent high-level treasury certification
• Background in client relationship management, sales, or portfolio development
• Passion for collaborating with treasury experts to solve clients’ unique financial challenges
• Exceptional verbal, written and presentation communication skills
• Strong multitasking, analytical and organizational abilities
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)