TREASURY MANAGEMENT CONSULTANT-LOUISVILLE# TREASURY MANAGEMENT CONSULTANT-LOUISVILLELouisville, KY 40222## OverviewPosition TypeFull TimeEducation Level4 Year Degree## Description**Position Title: Treasury Management Consultant****Department: Louisville Market****Reports To: Louisville Market President****General Summary/Purpose**The Treasury Management Consultant is responsible for growing the bank's treasury management portfolio across the Louisville market by prospecting, selling, and implementing cash management solutions for middle-market and commercial clients. This is a hybrid role that combines consultative business development — engaging directly with CFOs, controllers, treasurers, and business owners — with the operational expertise to onboard, support, and retain treasury clients. The Treasury Management Consultant will be competent in consultative selling and active listening, self-motivated and disciplined in pipeline management, and be able to collaborate across lending, operations and the technology teams.**Key Duties and Responsibilities****#1 Sales & Business Development Percentage of time: 60\\_%*** Prospect and develop new treasury management relationships through outbound calling, referrals from commercial lenders, networking events, industry associations, and community involvement in the Louisville market.* Conduct discovery meetings with CFOs, controllers, treasurers, owners, and other senior financial leaders to understand their cash flow, liquidity, fraud-prevention, and payables/receivables challenges.* Present and recommend treasury solutions, including ACH origination, wire transfer services, remote deposit capture, positive pay and fraud mitigation tools, merchant services, sweep and zero-balance accounts, lockbox, business online banking, and liquidity management solutions.* Prepare proposals, pricing analyses, and ROI/business-case presentations; negotiate pricing within established guidelines.* Partner with commercial lenders and branch leadership to identify cross-sell opportunities within the existing client base.* Maintain accurate pipeline records in the bank's CRM, forecast sales activity, and meet or exceed established production goals for new relationships, revenue, and product penetration.* Represent the bank at community and industry events to build brand presence and referral networks.**#2 Operations & Client Implementation Percentage of time: 40\\_%*** Manage the end-to-end onboarding process, working closely with the Treasury Operations team, for new treasury clients, including account setup, service agreements, entitlement configuration, user training, and first-payment monitoring.* Serve as the primary point of contact for treasury clients on service questions, product enhancements, file formatting, and issue resolution; coordinate with operations, deposit operations, and technology teams as needed.* Conduct annual relationship reviews with existing treasury clients to assess satisfaction, identify additional product opportunities, and support retention.* Stay current on treasury products, payment systems (ACH, RTP, wire, card), fraud trends, and regulatory requirements; ensure all activity complies with bank policies and NACHA/regulatory guidelines.## Qualifications**Education, Training and Skills Required**(Identify the minimum required to perform the duties and responsibilities.)\\_\\_\\_\\_ Limited training normally acquired through high school education\\_\\_\\_\\_ Specialized education/training normally acquired through up to 18 months of higher education\\_\\_\\_\\_ Education/training equivalent to an Associates’ Degree\\_\\_X\\_\\_ Education/training equivalent to a Bachelors’ Degree\\_\\_\\_\\_ Education/training equivalent to a Masters’ Degree\\_\\_\\_\\_ Advanced education/training in a recognized field of specialization, e.g. CPA, MBA\\_\\_\\_\\_ Other (please specify)**Experience Required**(Identify the minimum required to perform the duties and responsibilities as well as the type of experience required.)\\_\\_\\_\\_ None\\_\\_\\_\\_ Three months to one year\\_\\_\\_\\_ More than one year, fewer than three years\\_X\\_\\_ More than three years, fewer than five years\\_\\_\\_\\_ More than five years, fewer than eight years\\_\\_\\_\\_ More than eight years