Treasury Management Advisor for Commercial Growth

J&T Business Consulting; Corpus Christi (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) with company match

Paid time off and holidays

Professional development support

Community-oriented culture

Job summary

ValueBank Texas in Corpus Christi, TX seeks a proactive Treasury Management Officer to expand and optimize commercial cash management relationships. You will advise clients on cash flow, propose tailored treasury solutions, and work with lenders and operations to implement them.

The role emphasizes relationship management, cross-sell opportunities, and deep knowledge of ACH, wire transfers, Positive Pay, RDC, and other treasury services.

Qualifications

• Banking experience: minimum 5 years, with 3+ years in treasury management or B2B financial sales.
• Proven ability to grow deposits and treasury fee income.
• Strong financial data interpretation and cash management structuring.
• Proficiency with banking tech, CRM, and MS Office.
• Excellent negotiation and presentation skills.

Responsibilities

• Build and maintain a treasury sales pipeline through prospecting and referrals.
• Analyze clients' cash flow processes to tailor treasury solutions.
• Deliver proposals and guide clients through agreement execution.
• Manage treasury relationships and identify cross-sell opportunities.
• Maintain knowledge of ACH, wires, Positive Pay, RDC, and more.
• Document activity and pipeline in CRM; ensure regulatory compliance.
• Travel locally to client offices and events.

Skills

Banking experience

Sales experience

Consultative selling

Financial analysis

CRM proficiency

Microsoft Office

Education

Bachelor's degree in Finance or Business

Tools

CRM systems

Banking technology platforms

Job description

ValueBank Texas in Corpus Christi, TX seeks a proactive Treasury Management Officer to expand and optimize commercial cash management relationships. You will advise clients on cash flow, propose tailored treasury solutions, and work with lenders and operations to implement them.

The role emphasizes relationship management, cross-sell opportunities, and deep knowledge of ACH, wire transfers, Positive Pay, RDC, and other treasury services.