Treasury Management Advisor

Choose901; Memphis (TN); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401k

Work-life balance culture

Job summary

Choose901 in Memphis seeks a Treasury Management Advisor to grow its commercial banking portfolio by delivering cash management solutions and exceptional client service. You will build long-term client relationships, identify growth opportunities, and serve as a trusted advisor to commercial clients.

You will partner with business clients to understand their operational and financial needs, recommending solutions that improve cash flow and streamline processes.

Qualifications

• 5+ years of treasury management sales and relationship mgmt in a financial institution.
• Strong knowledge of treasury products, banking operations, pricing, and banking systems.
• Excellent communication, presentation, and relationship-building skills.
• Ability to manage multiple priorities with attention to detail.
• Proactive, self-directed approach with strong organizational and problem-solving abilities.

Responsibilities

• Developing new commercial relationships while identifying opportunities to deepen existing client partnerships.
• Recommending treasury management products and services that align with each client’s business objectives.
• Working closely with bank leadership to support strategic initiatives, product offerings, pricing, and market growth.
• Preparing customized pricing proposals and profitability analyses for treasury management services.
• Leading client meetings, product presentations, and annual account reviews.
• Coordinating the successful implementation of treasury solutions with internal departments and external service providers.
• Providing responsive, high-quality support to commercial clients and resolving service-related issues.
• Monitoring treasury portfolios, maintaining accurate reporting, and completing research as needed.
• Following all banking regulations, compliance standards, and internal risk management procedures.

Skills

Treasury management

Relationship management

Cash management

Pricing knowledge

Banking systems

MS Office

Communication skills

Education

Bachelor's degree in Finance or Business

Tools

Banking software

Job description

Love Treasury management but not the sales? Join a consultative, collaborative Memphis financial institution to look after existing clients, assist them with exceptional customer service and grow the business through relationships. Working with a group of professionals who value work life balance, a respectful work environment, as well as the reputation of their establishment, you will be part of a unique culture.

Our client is an established local financial institution seeking a motivated Treasury Management Advisor to help grow its commercial banking portfolio by delivering innovative cash management solutions and exceptional client service. This is an excellent opportunity for a professional who enjoys building long-term business relationships, identifying growth opportunities, and serving as a trusted advisor to commercial clients. You’ll become part of a supportive collaborative organization that values strong client relationships, professional integrity, and innovative financial solutions.

As a Treasury Management Advisor, you will partner with business clients to understand their operational and financial needs while recommending solutions that improve cash flow, streamline processes, and strengthen banking relationships. You’ll play a vital role in expanding treasury management services, increasing deposits, and supporting the organization’s overall growth strategy.

Responsibilities include:

• Developing new commercial relationships while identifying opportunities to deepen existing client partnerships.
• Recommending treasury management products and services that align with each client’s business objectives.
• Working closely with bank leadership to support strategic initiatives, product offerings, pricing, and market growth.
• Preparing customized pricing proposals and profitability analyses for treasury management services.
• Leading client meetings, product presentations, and annual account reviews.
• Coordinating the successful implementation of treasury solutions with internal departments and external service providers.
• Providing responsive, high-quality support to commercial clients and resolving service-related issues.
• Monitoring treasury portfolios, maintaining accurate reporting, and completing research as needed.
• Following all banking regulations, compliance standards, and internal risk management procedures.

Qualifications:

The ideal candidate has a strong background in treasury management and commercial banking with a demonstrated ability to develop business and build lasting client relationships.

We’re looking for someone who has:

• A minimum of five years of treasury management sales and relationship management experience within a financial institution.
• Strong working knowledge of treasury products, commercial banking operations, account analysis, pricing, and banking systems.
• Excellent communication, presentation, and relationship-building skills.
• The ability to manage multiple priorities while maintaining exceptional attention to detail.
• A proactive, self-directed approach with strong organizational and problem-solving abilities.
• Proficiency with Microsoft Office and other banking technology platforms

On offer is a very generous salary package, health insurance (vision and dental), 401k, and a culture that promotes work/life balance.