Job Description
Qualifications
Seeks perspectives of others with differing points of view when formulating and selling ideas
Bank Secrecy Act, US PATRIOT Act, etc.)
Bachelor's Degreeor an equivalent combination of education and related work experience required
Demonstrated success in direct treasury sales to Retail / Business Banking, Commercial, and Middle Market Clients required
Must have 5+ years of experience in the Alternative Investment Industry through employment at a Fund Manager / Asset Manager or relevant Service Provider (Fund Administrator, Auditor, FinTech, etc)
Ability to lead client demonstrations of the various Bank proprietary technology solutions
Must have experience with treasury management systems
Responsibilities
SUMMARY: A Treasury Solutions Consultant independently manages a portfolio of clients with complex treasury solution needs
A Treasury Solutions Consultant is also responsible for growing the portfolio via new client acquisition and cross-selling opportunities
Other duties and special projects may be assigned
Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and treasury products and services
Work with the business line Relationship Manager, develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling
Coordinates and directs treasury solutions for clients to include development of new treasury business, expansion of existing business relationships and maintaining current client relationships
Leads risk assessment associated with potential solutions
Ensures that other client team members are informed of client needs and of the solutions to meet those needs
Collaborates with Relationship Management team on pricing of business to optimize relationship profitability
Communicates client needs to other key partners, including product and support partners as appropriate
Works within a client team environment, coordinating and directing strategy and client contact activities for the team in regards to Treasury Solutions
Partners closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
Maintains daily client contact through both independent and joint calling activities
Functions as a strategic advisor leading with working capital solutions, driving payment transformation, and delivering our capabilities
Ensures client satisfaction by understanding the client's business and being their advocate at the Bank
Influences others, inspiring them to follow his/her lead
Communicates a compelling sense of purpose and direction
Functions as a role model and mentors to more junior employees including Treasury Sales Analysts
Builds partnerships and collaborates across teams to achieve sustainable results
Demonstrates and encourages collaboration and teamwork
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e
Adheres to Bank policies and procedures and completes required training
Identifies and reports suspicious activity
Job description
SUMMARY: A Treasury Solutions Consultant independently manages a portfolio of clients with complex treasury solution needs. A Treasury Solutions Consultant is also responsible for growing the portfolio via new client acquisition and cross-selling opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
• Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and treasury products and services.
• Work with the business line Relationship Manager, develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling.
• Coordinates and directs treasury solutions for clients to include development of new treasury business, expansion of existing business relationships and maintaining current client relationships.
• Leads risk assessment associated with potential solutions.
• Ensures that other client team members are informed of client needs and of the solutions to meet those needs.
• Collaborates with Relationship Management team on pricing of business to optimize relationship profitability.
• Communicates client needs to other key partners, including product and support partners as appropriate.
• Works within a client team environment, coordinating and directing strategy and client contact activities for the team in regards to Treasury Solutions.
• Partners closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.
• Maintains daily client contact through both independent and joint calling activities.
• Functions as a strategic advisor leading with working capital solutions, driving payment transformation, and delivering our capabilities.
• Ensures client satisfaction by understanding the client's business and being their advocate at the Bank.
• Influences others, inspiring them to follow his/her lead. Seeks perspectives of others with differing points of view when formulating and selling ideas. Communicates a compelling sense of purpose and direction.
• Functions as a role model and mentors to more junior employees including Treasury Sales Analysts.
• Builds partnerships and collaborates across teams to achieve sustainable results. Demonstrates and encourages collaboration and teamwork.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.
EDUCATION
Bachelor's Degreeor an equivalent combination of education and related work experience required.
Experience
• Demonstrated success in direct treasury sales to Retail / Business Banking, Commercial, and Middle Market Clients required.
• Must have 5+ years of experience in the Alternative Investment Industry through employment at a Fund Manager / Asset Manager or relevant Service Provider (Fund Administrator, Auditor, FinTech, etc).
• Ability to lead client demonstrations of the various Bank proprietary technology solutions.
• Must have experience with treasury management systems.
• While not required, a plus is experience with the Hazeltree platform.
CERTIFICATES, LICENSES, REGISTRATIONS
• Certified Treasury Professional (CTP)-AFP preferred.
Seeks perspectives of others with differing points of view when formulating and selling ideas
Bank Secrecy Act, US PATRIOT Act, etc.)
Bachelor's Degreeor an equivalent combination of education and related work experience required
Demonstrated success in direct treasury sales to Retail / Business Banking, Commercial, and Middle Market Clients required
Must have 5+ years of experience in the Alternative Investment Industry through employment at a Fund Manager / Asset Manager or relevant Service Provider (Fund Administrator, Auditor, FinTech, etc)
Ability to lead client demonstrations of the various Bank proprietary technology solutions
Must have experience with treasury management systems
Responsibilities
SUMMARY: A Treasury Solutions Consultant independently manages a portfolio of clients with complex treasury solution needs
A Treasury Solutions Consultant is also responsible for growing the portfolio via new client acquisition and cross-selling opportunities
Other duties and special projects may be assigned
Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and treasury products and services
Work with the business line Relationship Manager, develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling
Coordinates and directs treasury solutions for clients to include development of new treasury business, expansion of existing business relationships and maintaining current client relationships
Leads risk assessment associated with potential solutions
Ensures that other client team members are informed of client needs and of the solutions to meet those needs
Collaborates with Relationship Management team on pricing of business to optimize relationship profitability
Communicates client needs to other key partners, including product and support partners as appropriate
Works within a client team environment, coordinating and directing strategy and client contact activities for the team in regards to Treasury Solutions
Partners closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
Maintains daily client contact through both independent and joint calling activities
Functions as a strategic advisor leading with working capital solutions, driving payment transformation, and delivering our capabilities
Ensures client satisfaction by understanding the client's business and being their advocate at the Bank
Influences others, inspiring them to follow his/her lead
Communicates a compelling sense of purpose and direction
Functions as a role model and mentors to more junior employees including Treasury Sales Analysts
Builds partnerships and collaborates across teams to achieve sustainable results
Demonstrates and encourages collaboration and teamwork
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e
Adheres to Bank policies and procedures and completes required training
Identifies and reports suspicious activity
Job description
SUMMARY: A Treasury Solutions Consultant independently manages a portfolio of clients with complex treasury solution needs. A Treasury Solutions Consultant is also responsible for growing the portfolio via new client acquisition and cross-selling opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
• Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and treasury products and services.
• Work with the business line Relationship Manager, develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling.
• Coordinates and directs treasury solutions for clients to include development of new treasury business, expansion of existing business relationships and maintaining current client relationships.
• Leads risk assessment associated with potential solutions.
• Ensures that other client team members are informed of client needs and of the solutions to meet those needs.
• Collaborates with Relationship Management team on pricing of business to optimize relationship profitability.
• Communicates client needs to other key partners, including product and support partners as appropriate.
• Works within a client team environment, coordinating and directing strategy and client contact activities for the team in regards to Treasury Solutions.
• Partners closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.
• Maintains daily client contact through both independent and joint calling activities.
• Functions as a strategic advisor leading with working capital solutions, driving payment transformation, and delivering our capabilities.
• Ensures client satisfaction by understanding the client's business and being their advocate at the Bank.
• Influences others, inspiring them to follow his/her lead. Seeks perspectives of others with differing points of view when formulating and selling ideas. Communicates a compelling sense of purpose and direction.
• Functions as a role model and mentors to more junior employees including Treasury Sales Analysts.
• Builds partnerships and collaborates across teams to achieve sustainable results. Demonstrates and encourages collaboration and teamwork.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.
EDUCATION
Bachelor's Degreeor an equivalent combination of education and related work experience required.
Experience
• Demonstrated success in direct treasury sales to Retail / Business Banking, Commercial, and Middle Market Clients required.
• Must have 5+ years of experience in the Alternative Investment Industry through employment at a Fund Manager / Asset Manager or relevant Service Provider (Fund Administrator, Auditor, FinTech, etc).
• Ability to lead client demonstrations of the various Bank proprietary technology solutions.
• Must have experience with treasury management systems.
• While not required, a plus is experience with the Hazeltree platform.
CERTIFICATES, LICENSES, REGISTRATIONS
• Certified Treasury Professional (CTP)-AFP preferred.
💡 Quick Summary
Seeking a career-building opportunity? The Treasury Solutions Consultant I | NYC position is now open for candidates interested in the Bank Jobs sector. This role in Miami Lakes offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
