Treasury Solutions & Relationship Advisor

Jobtailor; Illinois; On-site; USD 150,000 - 190,000; Full time

Job summary

Jobtailor is seeking an experienced treasury management advisor to lead client engagements and tailor cash management solutions for mid- to large-sized corporations. You will drive relationships, assess client needs, and implement strategies that optimize liquidity and working capital.

The role requires strong regulatory and risk oversight, along with a consultative sales approach to expand strategic partnerships and deliver measurable treasury outcomes.

Qualifications

• 4–6 years of treasury management or related experience preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Strong proficiency in treasury, cash, and payment technologies.
• Demonstrated compliance and risk assessment capabilities.

Responsibilities

• Apply consultative sales and relationship management to generate leads and close sales.
• Ensure regulatory compliance throughout sales and service activities.
• Coordinate client implementation activities and timelines.
• Advise clients on treasury and liquidity management solutions.
• Build long-term relationships with high-value clients.

Skills

Treasury Management

Cash Management

Payment Technologies

Regulatory Compliance

Financial Analysis

Risk Assessment

Data Analysis Reporting

Problem Solving

Time Management

Detail-Oriented

Education

Bachelor’s degree

Job description

Jobtailor is seeking an experienced treasury management advisor to lead client engagements and tailor cash management solutions for mid- to large-sized corporations. You will drive relationships, assess client needs, and implement strategies that optimize liquidity and working capital.

The role requires strong regulatory and risk oversight, along with a consultative sales approach to expand strategic partnerships and deliver measurable treasury outcomes.