Strategic Treasury Solutions Consultant

Dacotahbank; Aberdeen (SD); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Health Savings Account

Life Insurance

Paid Vacation and Sick Time

Retirement Plan Options

Additional Perks and Benefits

Job summary

Ultipro in Aberdeen, SD, is seeking a Treasury Sales Consultant to lead strategic development and direct sales of Treasury Management products. The role emphasizes revenue growth, client relationships, and expert consultation for tailored banking solutions.

You will conduct research, prepare pricing scenarios, and present proposals to clients while collaborating with Relationship Managers and the treasury team to drive opportunities and ensure client satisfaction.

Qualifications

• Bachelor’s degree in business or related field.
• Excellent business development, interpersonal and verbal/written communication skills.
• General knowledge of commercial credit, lending, and banking services to aid in cross-sell opportunities.
• Ability to self-generate and drive new business development.

Responsibilities

• Prospect and close treasury management opportunities with new and existing clients.
• Lead client meetings with Relationship Managers and present treasury solutions.
• Develop pricing scenarios and customize proposals to drive revenue growth.
• Document sales calls and manage opportunities in Salesforce.
• Coordinate onboarding with the Sales Associate for seamless implementation.

Skills

Decision Making

Influential

Oral & Written Communication

Business Ethics

Sales Experience

Education

Bachelor’s degree in business or related field

Tools

Salesforce

Job description

Ultipro in Aberdeen, SD, is seeking a Treasury Sales Consultant to lead strategic development and direct sales of Treasury Management products. The role emphasizes revenue growth, client relationships, and expert consultation for tailored banking solutions.

You will conduct research, prepare pricing scenarios, and present proposals to clients while collaborating with Relationship Managers and the treasury team to drive opportunities and ensure client satisfaction.