Senior Lead Treasury Management Consultant

About This Role

This role involves overall account management and business development for a portfolio of corporate clients within the Consumer Goods/Retail sector, focusing on treasury management, liquidity management, commercial card, and merchant processing needs. The consultant will establish strong relationships with client decision-makers and coordinate customized banking solutions.

Responsibilities

• Manage overall account management and business development for corporate clients in Consumer Goods/Retail sector
• Establish connectivity and build relationships with client decision-makers, stakeholders, and influencers
• Consult with corporate clients on treasury management, liquidity management, commercial card, and merchant processing needs
• Coordinate responses to client-issued Requests for Proposal (RFPs) and deliver customized proposals
• Develop ongoing account planning and strategy to ensure accountability of cross-functional partners and sales success
• Meet and exceed annual sales goals for pipeline development, revenue growth, and client-calling targets
• Participate in regular pipeline review calls to provide deal updates and track progression
• Coordinate and collaborate with cross-functional partners, including Product Sales Specialists, to design customized banking solutions

Requirements

• 7+ years of Treasury Management Sales experience

Qualifications

• 7+ years of Treasury Management Sales experience, or equivalent demonstrated through work experience, training, military experience, or education

Nice to Have

• Experience working with large corporate clients with annual revenues of $500MM or greater
• Deep knowledge of Treasury Management products and services, including Accounts Receivable, Accounts Payable, and Corporate Card programs
• Familiarity with consumer goods and retail industry dynamics
• Ability to advise senior leadership and influence long-term objectives
• Demonstrated success in resolving highly complex business challenges requiring advanced analytical and strategic thinking
• Exceptional ability to build and maintain executive-level relationships with large corporate clients
• Ability to collaborate across multiple business lines and functions to drive alignment and execution
• Excellent verbal and written communication skills

Benefits