Treasury Management Sales Consultant

MRISpokane; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

MRISpokane in San Diego is seeking a Treasury Management Sales Consultant to support commercial and corporate banking teams in Southern California. This client-facing role positions you as a trusted advisor, partnering with Relationship Managers to win new business and deepen relationships through complex treasury solutions for middle‑market, corporate, and specialized industries.

You will design payables, receivables, liquidity, fraud, and digital platforms, owning the full sales lifecycle from

Qualifications

• 5+ years of Treasury Management experience within commercial or corporate banking.
• Proven success selling complex treasury solutions to middle-market or larger clients.
• Deep working knowledge of payables & receivables, liquidity management, fraud prevention, commercial cards, and digital/ERP‑integrated banking solutions.
• Experience partnering with Relationship Managers in a consultative sales model.
• Strong executive presence, communication skills, and client credibility.

Responsibilities

• Serve as the Treasury Management subject‑matter expert for commercial and corporate banking clients and prospects.
• Lead discovery conversations to understand client cash flow, payment, and operational needs.
• Design and deliver tailored treasury solutions across payables, receivables, liquidity, fraud, commercial cards, and digital platforms.
• Own the full sales lifecycle—from discovery through implementation—ensuring execution matches what was sold.
• Proactively source new treasury opportunities through joint calls with RMs, referrals, and direct prospecting.
• Support new client acquisition efforts, particularly for corporate banking and specialized industry teams with limited existing portfolios.
• Drive wallet‑share expansion within assigned markets and client segments.
• Work in lockstep with Commercial and Corporate RMs; partner with product, implementation, merchant services, and operations teams to ensure seamless delivery.

Skills

Treasury management

Sales to mid-market

Client relationship management

ERP/payments awareness

Cross-functional collaboration

Job description

Treasury Management Sales Consultant

Commercial & Corporate Banking | San Diego

This is a client-facing Treasury Management sales role supporting commercial and corporate banking teams in Southern California. You will act as a trusted advisor to sophisticated clients.

You’ll partner closely with Relationship Managers to win new business, deepen existing relationships, and deliver complex treasury solutions for middle‑market, corporate, and specialized industry clients, including technology and embedded payments environments.

Key Responsibilities

• Serve as the Treasury Management subject‑matter expert for commercial and corporate banking clients and prospects.
• Lead discovery conversations to understand client cash flow, payment, and operational needs.
• Design and deliver tailored treasury solutions across payables, receivables, liquidity, fraud, commercial cards, and digital platforms.
• Own the full sales lifecycle—from discovery through implementation—ensuring execution matches what was sold.

New Business & Portfolio Expansion

• Proactively source new treasury opportunities through joint calls with RMs, referrals, and direct prospecting.
• Support new client acquisition efforts, particularly for corporate banking and specialized industry teams with limited existing portfolios.
• Drive wallet‑share expansion within assigned markets and client segments.

Internal Partnership

• Work in lockstep with Commercial and Corporate RMs (including Business Banking, Commercial, and Corporate segments).
• Partner with product, implementation, merchant services, and operations teams to ensure seamless delivery.
• Influence outcomes without authority—this is a relationship‑driven organization.

Performance & Accountability

• Deliver against defined revenue goals tied to:
  • Account Analysis
  • Merchant Services
  • Commercial Card
• Contribute to portfolio growth and discretionary performance metrics.
• Operate with urgency, follow‑through, and professionalism—no radio silence, no overpromising.

What Success Looks Like

• You speak the language of sophisticated commercial clients and can "talk the talk and walk the walk."
• Bankers trust you and actively pull you into deals.
• Clients view you as a long‑term strategic partner, not a vendor.
• You manage your book independently and don’t require micromanagement.
• You consistently execute—ideas turn into revenue.

Required Experience & Profile

Must‑Haves (Non‑Negotiable)

• 5+ years of Treasury Management experience within commercial or corporate banking (Business Banking-only backgrounds will not be a fit).
• Proven success selling complex treasury solutions to middle‑market or larger clients.
• Deep working knowledge of:
  • Payables & Receivables
  • Liquidity Management
  • Fraud Prevention
  • Commercial Cards
  • Digital & ERP‑integrated banking solutions
• Experience partnering with Relationship Managers in a consultative sales model.
• Strong executive presence, communication skills, and client credibility.

Preferred Background

• Experience at institutions with strong TM training cultures.
• Exposure to:
  • ERP integrations (Sage, NetSuite, QuickBooks)
  • RTP / API‑enabled payments
  • Embedded or technology‑driven client environments
• Comfort operating in growth‑mode teams with evolving structure.