Treasury Management & Strategy Advisor

U.S. Bank

San Diego (CA)

On-site

USD 147,000 - 180,000

Full time

3 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) retirement plan
Paid vacation 2–5 weeks

Job summary

U.S. Bank is seeking a senior treasury management sales professional to provide consultative advice on cash flow practices and to develop treasury management business. You will manage existing client relationships, expand services, and prepare compelling sales presentations that highlight our treasury offerings.

The role supports management in market strategy and sales objectives. The position emphasizes strong knowledge of treasury management products, excellent client service, and proven sales

Qualifications

  • Bachelor's degree or equivalent work experience.
  • 10+ years of related experience.
  • Extensive knowledge of treasury management products.

Responsibilities

  • Provide consultative advice on cash flow and treasury management to develop business.
  • Manage relationships with existing customers to ensure proper servicing and to expand business.
  • Prepare sales presentations and explain services offered, recommending client solutions.
  • Assist management in developing market strategy and in setting sales objectives.

Skills

Sales & business development
Customer service
Presentation & communication

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a senior treasury management sales professional to provide consultative advice on cash flow practices and to develop treasury management business. You will manage existing client relationships, expand services, and prepare compelling sales presentations that highlight our treasury offerings.

The role supports management in market strategy and sales objectives. The position emphasizes strong knowledge of treasury management products, excellent client service, and proven sales

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