Treasury Solutions Strategist for Growth

BankUnited, N. A.; Melville (NY); On-site; USD 130,000 - 160,000; Full time

Job summary

BankUnited, N.A. in Melville, NY is seeking a Treasury Solutions Consultant to independently manage clients with complex treasury needs and to grow the portfolio through new client acquisition and cross-selling opportunities.

The role requires deep product knowledge across working capital, payments, and treasury services, plus strong advisory and presentation skills. A bachelor’s degree and 5–7 years in treasury sales are required.

Qualifications

• Bachelor's degree or equivalent required.
• 5–7 years direct treasury sales experience with Business Banking, Middle Market, and Large Corporate Clients.

Responsibilities

• Mine internal data to generate sales opportunities across treasury products.
• Develop detailed account plans to identify cross-selling and new client opportunities.
• Assess client needs to recommend cost/benefit solutions.
• Lead pricing and negotiation of treasury products to maximize profitability.
• Coordinate treasury solutions to expand existing relationships and acquire new business.
• Present treasury solutions to clients and partners with clear advisory insights.

Skills

Communication skills

Presentation skills

Time management

Prospecting

Education

Bachelor's degree

Job description

BankUnited, N.A. in Melville, NY is seeking a Treasury Solutions Consultant to independently manage clients with complex treasury needs and to grow the portfolio through new client acquisition and cross-selling opportunities.

The role requires deep product knowledge across working capital, payments, and treasury services, plus strong advisory and presentation skills. A bachelor’s degree and 5–7 years in treasury sales are required.