Treasury Solutions Architect — Commercial Banking

Bank N.A.; Chicago (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

Bank N.A. in Chicago is seeking a Treasury Advisor to join the Treasury and Payment Solutions sales team. You will work with Treasury Consultants to design and present treasury solutions for TPS clients and prospects.

You will analyze client needs, coordinate with internal teams, and support proposals, pricing, and implementation to drive growth while ensuring regulatory compliance and superior client service.

Qualifications

• Bachelor's degree required.
• 4–6 years of experience in banking, fintech, or corporate treasury.
• Strong analytical and data interpretation skills; proficiency with Excel and reporting tools.
• Advanced knowledge of treasury products (e.g., liquidity management, payment solutions).

Responsibilities

• Support development and presentation of treasury solutions for TPS clients.
• Assist with sales activities including proposals, pricing, and pipeline management.
• Analyze financial, company, and industry data to tailor treasury solutions.
• Collaborate with onboarding teams to ensure smooth client implementation.
• Maintain records and reporting in Salesforce with Treasury Consultants.
• Engage in industry forums and events to inform sales strategies.

Skills

Analytical skills

Excel proficiency

Financial analysis

Communication skills

Education

Bachelor's degree

Tools

Salesforce

Reporting tools

Job description

Bank N.A. in Chicago is seeking a Treasury Advisor to join the Treasury and Payment Solutions sales team. You will work with Treasury Consultants to design and present treasury solutions for TPS clients and prospects.

You will analyze client needs, coordinate with internal teams, and support proposals, pricing, and implementation to drive growth while ensuring regulatory compliance and superior client service.