Treasury Management Consultant

U.S. Bank; San Diego (CA); On-site; USD 147,000 - 180,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank seeks a treasury management sales professional to advise prospective customers on cash flow practices and to expand existing relationships. You will prepare sales presentations, discuss services, and tailor solutions to meet client needs while aiming to exceed sales and revenue targets.

Strong communication and presentation skills are essential for success at U.S. Bank. Based in San Diego, this full-time role offers a comprehensive benefits package and opportunities for career growth

Qualifications

• Bachelor's degree or equivalent work experience.
• 10+ years of related experience required.
• Strong knowledge of treasury management products preferred.
• Excellent customer service/relations skills and communication skills.
• Proven sales and new business development abilities.

Responsibilities

• Prospect and consult with potential customers on cash flow practices to develop treasury management business.
• Manage relationships with existing customers to ensure proper servicing and expand business.
• Prepare sales presentations and explain services to recommend client solutions.
• Identify opportunities to sell additional U.S. Bancorp products and services.
• Assist management in developing market strategy and achieving sales objectives.

Skills

Treasury management knowledge

Sales skills

Customer service

Presentation skills

Relationship management

Education

Bachelor's degree

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Contacts prospective customers in order to provide consultative advice on current cash flow practices in order to develop treasury management business. Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business. Prepares sales presentations, explains services offered, and recommends solutions which would benefit clients. Identifies opportunities to sell other U.S. Bancorp products and services to meet customer needs. Assists management in developing a market strategy and in setting sales objectives. Responsible for meeting or exceeding all assigned sales and revenue retention goals. Assists in the design and oversees the proper installation of treasury management services. Assists management in the development of new services or the modification of existing services.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• 10 or more years of related experience

Preferred Skills/Experience

• Extensive knowledge of treasury management products
• Thorough knowledge of the organization and its products, services and operations
• Strong sales and new business development skills
• Excellent customer service/relations skills
• Excellent presentation, verbal and written communication skills

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).

Pay Range: $147,420.00 - 180,180.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment.

U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance.

U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.