Strategic Treasury Management Advisor

City Bank; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

City Bank is seeking a Treasury Consultant in the United States to drive sales of Treasury Management services to Commercial & Middle Market clients. The role includes developing annual sales plans, calling on clients, presenting proposals and leading product trainings.

You will partner with lenders to grow the treasury portfolio and manage the full sales cycle while ensuring regulatory compliance. The position emphasizes consultative selling, market prospecting, and cross-functional

Qualifications

• Prepares and presents sales proposals and demos to clients and prospects.
• Leads product trainings for various audiences.
• Manages the Treasury Management sales cycle from qualification to close.

Responsibilities

• Develops marketing plans, customer calls and sales of Treasury Management products.
• Partners with lenders and banking personnel to sell Treasury Management services.
• Represents and grows business service charges through training and targeting.
• Maintains pipeline and reports results monthly.
• Keeps up-to-date knowledge of BSA regulations related to the job.

Skills

Sales experience

Treasury Management

Prospecting & BD

Presentation skills

Relationship management

Job description

City Bank is seeking a Treasury Consultant in the United States to drive sales of Treasury Management services to Commercial & Middle Market clients. The role includes developing annual sales plans, calling on clients, presenting proposals and leading product trainings.

You will partner with lenders to grow the treasury portfolio and manage the full sales cycle while ensuring regulatory compliance. The position emphasizes consultative selling, market prospecting, and cross-functional