Treasury Management Consultant

Jobtailor; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

U.S. Bank in Orlando is seeking an experienced Treasury Management Sales professional to acquire, expand, and retain payment-related client relationships, including Merchant, Treasury Management, and Card products.

You will conduct outside sales and provide consultative guidance on cash conversion cycles, working capital management, and internal processes. Collaborate with Business Banking to manage client relationships and help clients optimize operating cycles.

Qualifications

• Bachelor's degree, or equivalent work experience.
• Five to seven years of related experience in Treasury Management sales.
• Proven sales, prospecting, and new business development skills.
• Advanced knowledge of Treasury Management and Payments.
• Strong client service and relationship skills.
• Effective verbal and written communication skills.
• Ability to work independently.
• Active listening and problem-solving skills.
• Ability to teach customers how to use digital technology.
• Ability to comply with policies and regulatory guidelines.

Responsibilities

• Acquire, expand, and retain Payment business, including Merchant, Treasury Management, and Card products.
• Conduct outside sales and proactive prospecting focused on acquiring new business clients.
• Provide consultative advice on cash conversion cycles, working capital management, and internal processes.
• Manage existing client relationships in collaboration with Business Banking Relationship Managers.
• Conduct receivables and payables business operating cycle analyses.
• Provide client feedback and recommend products/services to improve process efficiency and business flows.
• Leverage resources and technologies to optimize client experience and operational accuracy.
• Meet or exceed sales, revenue, and retention objectives.
• Assist in structuring new or modified Payment services and oversee implementation.
• Build community relationships and engage with local organizations.
• Identify business development opportunities and ways for U.S. Bank to support local communities.

Skills

Treasury Management Sales

New Business Development

Client Relationship Management

Sales Prospecting

Advanced Knowledge of Payments

Education

Bachelor's Degree

Job description

Acquire, expand, and retain Payment business, including Merchant, Treasury Management, and Card products
Conduct outside sales and proactive prospecting focused on acquiring new business clients
Provide consultative advice on cash conversion cycles, working capital management, and internal processes
Manage existing client relationships in collaboration with Business Banking Relationship Managers
Conduct receivables and payables business operating cycle analyses
Provide client feedback and recommend products/services to improve process efficiency and business flows
Leverage resources and technologies to optimize client experience and operational accuracy
Meet or exceed sales, revenue, and retention objectives
Assist in structuring new or modified Payment services and oversee implementation
Build community relationships and engage with local organizations
Identify business development opportunities and ways for U.S. Bank to support local communities

Requirements

• Bachelor's degree, or equivalent work experience
• Five to seven years of related experience in Treasury Management sales
• Proven sales, prospecting, and new business development skills
• Advanced knowledge of Treasury Management and Payments
• Strong client service and relationship skills
• Effective verbal and written communication skills
• Ability to work independently
• Active listening and problem-solving skills
• Ability to teach customers how to use digital technology
• Ability to comply with U.S. Bank policies, Code of Ethics and Business Conduct, and workplace conduct and safety policies
• Certain positions may be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, NFA, FCPA, Bank Secrecy Act, SAFE Act, and applicable federal guidelines

Core Competencies

Demonstrates expertise in Treasury Management and Payments, with a strong focus on sales, client relationship management, and consultative advising. Proven ability to meet sales objectives while optimizing client experiences through effective communication and problem-solving skills.

Highest-signal resume keywords

• Treasury Management Sales
• New Business Development
• Client Relationship Management
• Sales Prospecting
• Advanced Knowledge of Payments

ATS Optimization Keywords

Hard Skills

• Treasury Management
• Payments
• Cash Conversion Cycle Analysis
• Working Capital Management
• Business Operating Cycle Analysis
• Process Efficiency Improvement
• Digital Technology Training

Soft Skills

• Client Service
• Effective Communication
• Active Listening
• Problem-Solving
• Independence

Certifications & Qualifications

• Bachelor's Degree
• FINRA Registration
• NMLS Registration

Industry Keywords

• Merchant Products
• Card Products
• U.S. Bank Policies
• Code of Ethics
• Bank Secrecy Act
• SAFE Act