Treasury Advisor

Jobtailor; Illinois; On-site; USD 150,000 - 190,000; Full time

Job summary

Jobtailor is seeking an experienced treasury management advisor to lead client engagements and tailor cash management solutions for mid- to large-sized corporations. You will drive relationships, assess client needs, and implement strategies that optimize liquidity and working capital.

The role requires strong regulatory and risk oversight, along with a consultative sales approach to expand strategic partnerships and deliver measurable treasury outcomes.

Qualifications

• 4–6 years of treasury management or related experience preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Strong proficiency in treasury, cash, and payment technologies.
• Demonstrated compliance and risk assessment capabilities.

Responsibilities

• Apply consultative sales and relationship management to generate leads and close sales.
• Ensure regulatory compliance throughout sales and service activities.
• Coordinate client implementation activities and timelines.
• Advise clients on treasury and liquidity management solutions.
• Build long-term relationships with high-value clients.

Skills

Treasury Management

Cash Management

Payment Technologies

Regulatory Compliance

Financial Analysis

Risk Assessment

Data Analysis Reporting

Problem Solving

Time Management

Detail-Oriented

Education

Bachelor’s degree

Job description

• Apply consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients
• Ensure regulatory compliance throughout sales and service activities
• Monitor implementation activities for alignment with timelines
• Provide tailored treasury management solutions and optimize sales processes through continuous process improvements
• Manage sales processes, client engagement and outcomes
• Manage client sales inquiries related to product offerings, pricing, and implementation
• Conduct sales discussions, introduce innovative products and services, share industry insights, and foster proactive client engagement
• Handle the Client Management Process by identifying client needs, building relationships, and driving acquisition strategies
• Analyze trends in overdrawn accounts, identify compliance risks, and implement escalation procedures
• Resolve document exceptions and maturity report discrepancies
• Coordinate client implementation activities
• Advise clients on treasury management solutions, cash flow, and liquidity management
• Attend industry forums and community events to support sales strategies and the Bank’s brand
• Build and maintain long-term relationships with high-value and strategic clients
• Analyze client and industry data to develop customized client solution strategies and optimize working capital management
• Collaborate with internal teams and stakeholders to define products, solutions, and strategies
• Build advocacy and adoption of NA TPS digital products and solutions
• Support implementation activities, including documentation, pricing, and project timelines
• Ensure adherence to regulatory requirements, internal controls, and compliance standards
• Apply the Risk Management Framework and make risk-informed decisions aligned with business strategy

Requirements

• 4–6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred
• Any other related discipline or commensurate work experience considered
• Technical proficiency gained through education and/or business experience
• Advanced proficiency in Treasury Management
• Advanced proficiency in Cash Management
• Advanced proficiency in Payment Technologies
• Advanced proficiency in Financial Analysis
• Advanced proficiency in Risk Assessment
• Advanced proficiency in Quality Assurance Auditing
• Advanced proficiency in Regulatory Compliance
• Advanced proficiency in Data Analysis Reporting
• Advanced proficiency in Problem Solving
• Advanced proficiency in Time Management
• Advanced proficiency in being Detail-Oriented

Core Competencies

Demonstrates advanced proficiency in Treasury Management, Cash Management, and Payment Technologies, while ensuring regulatory compliance and optimizing client solutions. Strong relationship management and consultative sales skills are essential for driving client engagement and acquisition strategies.

Highest-signal resume keywords

• Treasury Management
• Cash Management
• Payment Technologies
• Regulatory Compliance
• Financial Analysis

Hard Skills

• Risk Assessment
• Quality Assurance Auditing
• Data Analysis Reporting
• Problem Solving
• Time Management

Soft Skills

• Detail-Oriented
• Relationship Management
• Client Engagement
• Consultative Sales
• Process Improvement

Industry Keywords

• Financial Operations
• Corporate Banking
• Compliance Standards
• Client Management Process
• Working Capital Management