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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, financial analysis, and regulatory compliance while effectively managing client relationships and delivering tailored treasury solutions. Proficient in data analysis and reporting, with strong organizational and communication skills to support sales and implementation processes.
Highest-signal resume keywords
Treasury ManagementFinancial AnalysisRegulatory ComplianceData Analysis ReportingClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial OperationsRisk ManagementCash ManagementPayment TechnologiesQuality Assurance AuditingAnalytical SkillsProblem SolvingTime ManagementDetail-Oriented WorkSalesforce Proficiency
Soft Skills
Excellent CommunicationOrganizational SkillsAbility to Manage Multiple Priorities
Tools & Technologies
ExcelReporting Tools
Industry Keywords
BankingFintechCorporate TreasuryTreasury ProductsCompliance Risks
About the role
Key responsibilities & impact- Partner with senior sales professionals to deliver treasury solutions to US Commercial Bank TPS clients and prospects
- Support development and presentation of treasury solutions
- Assist with proposals, pricing, and pipeline management
- Analyze financial, company, client, and industry data to determine needs and structure treasury products and services
- Collaborate with Service and Onboarding teams on client implementation and service resolution
- Maintain accurate Salesforce records and reporting with the aligned Treasury Consultant
- Apply consultative sales and relationship management practices to generate leads and close sales
- Monitor implementation activities, timelines, and outcomes
- Manage client inquiries about product offerings, pricing, and implementation
- Conduct sales discussions and introduce products, services, and industry insights
- Handle the Client Management Process by identifying needs, building relationships, and driving acquisition strategies
- Analyze overdrawn-account trends and identify compliance risks
- Resolve document exceptions and maturity report discrepancies
- Provide guidance on cash flow and liquidity management
- Build and maintain long-term relationships with high-value and strategic clients
- Analyze client and industry data to customize solutions and optimize working capital
- Work with internal stakeholders to define products, solutions, and strategies
- Build advocacy and adoption of NA TPS digital products and solutions
- Support documentation, pricing, project timelines, and continuous process improvements
- Attend industry forums and community events
- Ensure regulatory compliance, internal controls, risk management, and service standards
- Exercise judgment to identify, diagnose, and solve problems
- Work independently on complex tasks and take measured, risk-informed decisions
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
- Any other related discipline or commensurate work experience considered
- Strong analytical and data interpretation skills
- Proficiency with Excel and reporting tools
- Advanced level of knowledge/proficiency in treasury products, 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
- Excellent communication and organizational skills
- Ability to manage multiple priorities
- Technical proficiency gained through education and/or business experience
- Ability to adhere to regulatory requirements, internal controls, compliance, laws, regulations, and applicable policy documents
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Equal employment opportunity
- Reasonable accommodations for individuals with disabilities