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Posted: 10/21/2026Treasury Management Consultant
Columbia BankCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in treasury management sales and client relationship management, with a strong focus on developing and executing sales strategies. Proficient in analyzing client needs and providing tailored treasury management solutions while ensuring compliance with relevant regulations.
Highest-signal resume keywords
Treasury Management SalesClient Relationship ManagementSales Planning and ExecutionBank Payment Systems KnowledgeRegulatory Compliance
About the role
Key responsibilities & impact- Provide a consultative approach to large, sophisticated business clients with complex treasury needs and/or a broad client base of treasury management customers
- Develop new treasury management business and expand business relationships, including handling high-touch clients
- Collaborate with Relationship Managers, Bankers, Division Managers, other business lines, and business partners to onboard new clients
- Consult with clients on their Working Capital Management cycle, including receivables, payables, liquidity, international/FX, and credit needs
- Develop sales plans, call schedules, and presentations to expand existing client relationships
- Present consultative working cash flow presentations to prospects and existing clients
- Lead client and prospect sales calls with Relationship Managers and Technical Solutions Consultants
- Drive collaboration between business lines to implement new solutions
- Lead consultative conversations to define solutions aligned with customer goals and business objectives
- Lead and facilitate implementation and structuring of new and existing services
- Mentor, coach, and train junior Treasury Management consultants and associates
- Monitor industry trends, competitive practices, technology impacts, and regulatory and legislative changes
- Partner with Product Managers to develop new product solutions and enhance existing products and services
- Maintain compliance with bank regulations, policies, procedures, and required training
- Maintain working knowledge of the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
- May coach, mentor, train others, and teach coursework as a subject matter expert
- Foster Columbia's corporate culture and model personal initiative
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's Degree in Finance, Accounting, Marketing, Business or other related fields (preferred)
- Master’s Degree (preferred)
- More than 10 years of experience in treasury management sales, service and/or support (required)
- Extensive knowledge and understanding of bank payment systems, treasury management solutions and competitive practices
- Proficient knowledge of sales principles and practices to effectively market treasury management solutions to prospects and clients
- Demonstrated ability to consistently develop and execute sales planning within an assigned sales territory
- Proven ability to achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships
- Proven ability to manage complex commercial account relationships and consult client best practices and operations to identify deficiencies and implement effective solutions
- Extensive analytical, problem-solving, customer service, organizational, and interpersonal skills
- Excellent written and verbal communication skills required to lead, develop, and present effective sales proposals
- Proficient in MS Word, Excel, PowerPoint, and industry-specific software applications
- Ability to work fully onsite at the posted location(s)
- Frequent travel
Benefits
Comp & perks- Comprehensive healthcare coverage (medical, dental, and vision plans)
- 401(k)-retirement savings plan with employer match for qualifying associate contributions
- Employee assistance program
- Life insurance
- Disability insurance
- Tuition assistance
- Mental health resources
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Access to an online discount marketplace
- Paid vacation, sick days, volunteer days, and holidays
- Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly
- Performance-based incentive compensation may be available
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury Management SolutionsSales Principles and PracticesAnalytical Problem-SolvingCustomer ServiceOrganizational Skills
Soft Skills
Interpersonal SkillsWritten CommunicationVerbal CommunicationMentoring and Coaching
Tools & Technologies
MS WordMS ExcelMS PowerPointIndustry-Specific Software Applications
Industry Keywords
Working Capital ManagementBank Secrecy ActRegulation CCRegulation ECash Flow Presentations