Deep understanding of treasury management products, emerging banking technologies, and client applications
Strong analytical and problem-solving skills to design treasury solutions
Excellent interpersonal, verbal, written communication, and presentation skills
6–8 years of treasury management experience
Minimum of 2 years in direct client/prospect engagement roles
Responsibilities
Partners with relationship managers to consult with targeted clients and prospects, aligning complex client needs with available treasury services and technologies to generate new business
Leads coordination of new business proposals and strategies for large, complex treasury management opportunities
Documents complex client solutions to facilitate smooth account implementation
Shares industry and market insights through client interactions and collaborates with product management to identify and evaluate new or enhanced products
Develops and communicates marketing and sales support strategies tailored to targeted industries
Delivers consulting findings to senior-level client contacts
Conducts comprehensive treasury management studies and manages consulting teams composed of other consultants and partners
Enhances the bank’s treasury management image through speaking engagements, authored articles, and participation in relevant industry and trade associations
Educates internal partners on client utilization of Treasury Management services