Treasury Solutions Consultant II

About the role

A Treasury Solutions Consultant independently manages a portfolio of clients with complex treasury solution needs. A Treasury Solutions Consultant is also responsible for growing the portfolio via new client acquisition and cross-selling opportunities.

Responsibilities

• Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and treasury products and services.
• Develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling and new client acquisition opportunities.
• Assesses client needs, identifying and evaluating solutions based on cost/benefit analyses.
• Pursues client prospect opportunities outside of the portfolio.
• Demonstrates industry leadership through involvement in relevant trade associations and/or public speaking opportunities.
• Coordinates and directs treasury solutions for clients to include development of new treasury business, expansion of existing business relationships and maintaining current client relationships.
• Utilizes extensive working capital management product knowledge and the ability to assess client needs to identify potential domestic and global solutions for clients.
• Demonstrates strong presentation (written and oral) advisory skills.
• Leads risk assessment associated with potential solutions.
• Ensures that other client team members are informed of client needs and of the solutions to meet those needs.
• Leads pricing and negotiation of treasury products to optimize relationship profitability.