Treasury Solutions Strategist – Growth & Working Capital

BankUnited; Melville (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

BankUnited in Melville, NY seeks a Treasury Solutions Consultant to independently manage a portfolio of clients with complex treasury needs and to grow the business through new acquisition and cross-selling.

This role requires deep product knowledge, strong presentation skills, and the ability to lead pricing and client negotiations while collaborating with product and support partners.

Qualifications

• Bachelor's Degree or an equivalent combination of education and related work experience required.
• 5-7 years of demonstrated success in direct treasury sales to Business Banking, Middle Market, and Large Corporate Clients required.
• Certified Treasury Professional (CTP) - AFP preferred.

Responsibilities

• Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and treasury products and services.
• Develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling and new client acquisition opportunities.
• Assesses client needs, identifying and evaluating solutions based on cost/benefit analyses.
• Pursues client prospect opportunities outside of the portfolio.
• Demonstrates industry leadership through involvement in relevant trade associations and/or public speaking opportunities.
• Coordinates and directs treasury solutions for clients to include development of new treasury business, expansion of existing business relationships and maintaining current client relationships.
• Utilizes extensive working capital management product knowledge and the ability to assess client needs to identify potential domestic and global solutions for clients.
• Leads risk assessment associated with potential solutions.
• Leads pricing and negotiation of treasury products to optimize relationship profitability.
• Communicates client needs to other key partners, including product and support partners as appropriate.
• Works within a client team environment, coordinating and directing strategy and client contact activities for the team in regards to Treasury Solutions.
• Partners closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.
• Maintains daily client contact through both independent and joint calling activities.
• Functions as a strategic advisor leading with working capital solutions, driving payment transformation, and delivering our capabilities.
• Ensures client satisfaction by understanding the client's business and being their advocate at the Bank.
• Influences others to follow leadership and fosters collaboration across teams.

Skills

Communication

Presentation skills

Prospecting

Time management

Education

Bachelor's Degree

4+ years treasury sales

Tools

CRM

Job description

BankUnited in Melville, NY seeks a Treasury Solutions Consultant to independently manage a portfolio of clients with complex treasury needs and to grow the business through new acquisition and cross-selling.

This role requires deep product knowledge, strong presentation skills, and the ability to lead pricing and client negotiations while collaborating with product and support partners.