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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management, including liquidity management and payment solutions, while applying strong analytical skills to customize client strategies and optimize financial operations. Proficient in managing client relationships and ensuring compliance with regulatory standards.
Highest-signal resume keywords
Treasury ManagementLiquidity ManagementPayment SolutionsFinancial AnalysisRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data Analysis ReportingFinancial OperationsRisk AssessmentQuality Assurance AuditingExcel ProficiencyConsultative SalesPipeline ManagementProblem SolvingDetail-Oriented WorkTime Management
Soft Skills
Excellent CommunicationOrganizational SkillsRelationship ManagementAbility to Manage Multiple Priorities
Tools & Technologies
SalesforceReporting Tools
Industry Keywords
BankingFintechCorporate TreasuryTreasury SolutionsCash Flow Optimization
About the role
Key responsibilities & impact- Partner with senior sales professionals to deliver treasury solutions to U.S. Commercial Bank TPS clients and prospects
- Develop and present treasury solutions for clients
- Support sales activities, including proposals, pricing, and pipeline management
- Analyze financial, company, industry, client, and market data to determine client needs and structure treasury products and services
- Collaborate with Service and Onboarding teams on client implementation and service resolution
- Maintain Salesforce records and reporting for performance and client activity
- Apply consultative sales and relationship management practices to generate leads and close treasury management and payment solution sales
- Monitor implementation activities, timelines, documentation, pricing, and project outcomes
- Manage client inquiries about product offerings, pricing, and implementation
- Conduct sales discussions and introduce products and services
- Manage the Client Management Process by identifying needs, building relationships, and driving acquisition strategies
- Analyze overdrawn-account trends, identify compliance risks, and implement escalation procedures
- Resolve document exceptions and maturity report discrepancies
- Advise clients on treasury management, cash flow optimization, and liquidity management
- Build and maintain relationships with high-value and strategic clients
- Analyze client and industry data to customize solution strategies and optimize working capital management
- Collaborate with internal stakeholders to define products, solutions, and strategies
- Build adoption of North American TPS digital products and solutions
- Attend industry forums and community events to enhance the Bank’s brand and support sales strategies
- Ensure adherence to regulatory requirements, internal controls, compliance, and risk-management standards
- Identify, diagnose, and solve complex problems independently
Requirements
What you’ll need- Bachelor’s degree required; Business Administration, Finance and Accounting preferred
- 4–6 years of experience in banking, fintech, corporate treasury, treasury management, financial operations, or risk management
- Strong analytical and data interpretation skills
- Proficiency with Excel and reporting tools
- Advanced knowledge of treasury products, including liquidity management and payment solutions
- Excellent communication and organizational skills
- Ability to manage multiple priorities
- Technical proficiency gained through education and/or business experience
- Advanced proficiency in Treasury Management, Cash Management, Payment Technologies, Financial Analysis, Risk Assessment, Quality Assurance Auditing, Regulatory Compliance, Data Analysis Reporting, Problem Solving, Time Management, and Detail-Oriented work
- Must comply with regulatory requirements, internal controls, and applicable laws and policies
Benefits
Comp & perks- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones