Treasury Management Consultant

Cambridge Savings Bank; Waltham (MA); Hybrid; USD 140,000 - 185,000; Full time

Benefits offered by this job

Healthcare

Parental planning

Mental health benefits

Performance bonus opportunities

401(k) plan and match

Flexible time off

Job summary

Cambridge Savings Bank is seeking a Treasury Management Consultant to sell Treasury Management solutions to clients and prospects and to work with Commercial Lending Officers on treasury management service proposals alongside commercial loan sales efforts.

The role emphasizes building new relationships, expanding existing client relationships, and collaborating on joint sales initiatives in a hybrid Waltham, MA environment with strong community engagement.

Qualifications

• 5+ years of banking experience in Treasury/Cash Management.
• Proven sales results in a banking environment.
• Excellent written and oral communication skills.

Responsibilities

• Develop new business relationships in assigned markets.
• Manage existing business customer relationships and increase value through cross-selling.
• Call on businesses referred by lenders and jointly sell with Commercial Lending Officers.
• Initiate leads through outside sources.
• Analyze customers’ needs and recommend appropriate products.
• Prepare prospective customer proposals.
• Refer customers to other departments to maximize opportunities.
• Assist with new client onboarding or service installation.
• Maintain high market visibility through community involvement.
• Coordinate with support departments to deliver products per policy.

Skills

Sales skills

Analytical skills

Communication skills

Treasury/Cash Management knowledge

Tools

MS Office

CRM tools

Job description

Brief Description

TREASURY MANAGEMENT CONSULTANT

Position Summary

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity. The Treasury Management Consultant is responsible for selling Treasury Management solutions to clients and prospects and working with Commercial Lending Officers on treasury management service proposals in conjunction with commercial loan sales efforts.

Brief Description

POSITION:

TREASURY MANAGEMENT CONSULTANT

Position Summary

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity. The Treasury Management Consultant is responsible for selling Treasury Management solutions to clients and prospects and working with Commercial Lending Officers on treasury management service proposals in conjunction with commercial loan sales efforts.

Key Result Areas

• Develop new business relationships in assigned markets.
• Manage existing business customer relationships and increase relationship value through cross-selling.
• Call on businesses referred to by lenders or other areas of the Bank and make joint sales calls with Commercial Lending Officers.
• Initiate leads through outside sources.
• Analyze customers’ needs and recommend appropriate products.
• Prepare prospective customer proposals.
• Refer customers to other departments to maximize opportunities.
• Assist the Treasury Management Implementation and Training manager as needed with new client on-boarding or new service installation.
• Maintain high visibility within the market by involvement in community organizations.
• Interface with support departments to provide product delivery while adhering to existing bank policies.
• Perform additional duties as required.

Qualifications

• 5 + years of banking experience in Treasury/Cash Management with thorough knowledge of cash management products.
• Demonstrated sales skills with a history of proven results.
• Ability to establish and maintain effective working relationships with internal and external customers.
• Proficient in MS Office and experience with CRM tools preferred.
• Strong analytical and problem-solving skills.
• Ability to achieve goals while working independently.
• Excellent written and oral communication skills.

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job.

Location:

Hybrid/Waltham, MA

Salary Range:

$140,000 - $185,000

The reasonably estimated salary for this role at Cambridge Savings Bank ranges from $140,000 - $185,000. Cambridge Saving Bank will determine actual compensation for the role based on factors including, but not limited to, the successful candidate’s skills, qualifications, and experience. In addition, Cambridge Savings Bank offers a wide range of comprehensive and inclusive employee benefits for full-time roles including healthcare, parental planning, mental health benefits, performance bonus opportunities, a 401(k) plan and match, flexible time off, and others.

Visa Sponsorship

Cambridge Savings Bank is unable to sponsor or take over sponsorship of an employment visa for this role at this time.

About Cambridge Savings Bank

Cambridge Savings Bank is a full-service banking institution with over $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. To learn more about how we can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS # 543370.

Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.