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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 sales, client relationship management, and the development of tailored financial solutions. Proficient in analyzing financial data and delivering insights on liquidity management and risk mitigation.
Highest-signal resume keywords
Treasury Management SalesClient Relationship ManagementData Analysis and InterpretationTreasury Products KnowledgeCTP Certification
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 AnalysisCash Management StrategiesPayment SystemsProposal DevelopmentPricing StrategiesSales ProductionPortfolio GrowthClient Business ReviewsRegulatory ComplianceCross-Selling
Soft Skills
Excellent CommunicationNegotiation SkillsOrganizational SkillsCoaching and Mentoring
Tools & Technologies
SalesforceExcelReporting Tools
Certifications & Qualifications
CTP
Industry Keywords
Public Sector ClientsCommercial Real EstateLiquidity ManagementRisk MitigationBankingFintech
About the role
Key responsibilities & impact- Manage and grow a portfolio of public sector clients by identifying treasury needs and delivering tailored solutions
- Achieve or exceed objectives for sales production, new relationships, cross-selling, and portfolio growth
- Partner with Relationship Managers to deepen existing customer relationships and convert prospects through strategic account planning and joint calling
- Develop proposals, pricing strategies, and presentations for new business opportunities and TPS relationships
- Conduct client business reviews, address issues, and provide insights on liquidity management, payment optimization, and risk mitigation
- Analyze financial, company, and industry data to structure Treasury products and services
- Partner with Service and Onboarding teams on client implementations and ongoing support
- Monitor portfolio performance, analyze data, and provide client-success insights
- Maintain Salesforce records and reporting for performance and client activity
- Ensure adherence to regulatory requirements, internal controls, compliance, and service standards
- Attend industry forums and community events to enhance the Bank’s brand and support sales strategies
- Coach Treasury Advisors and Portfolio Managers progressing toward the Treasury Consultant role
Requirements
What you’ll need- Bachelor’s degree required
- 8+ years of experience in treasury management sales within banking or fintech
- Corporate treasury practitioner experience strongly preferred
- Experience of Commercial Real Estate
- Proven ability to manage complex client relationships and deliver consultative solutions
- Strong analytical and data interpretation skills
- Proficiency with Excel and reporting tools
- Deep knowledge of treasury products, payment systems, and cash management strategies
- Excellent communication, negotiation, and organizational skills
- CTP preferred
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident insurance
- Life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones