Treasury Solutions Pricing Consultant

Work independently and with Treasury Consultants to onboard new clients and deepen existing client relationships Advise relationship managers and clients through consultative conversations focused on cash flow management and working capital Support strategic sales and portfolio growth with Treasury Solutions teammates and Line of Business partners Manage or support client portfolios with Treasury Solutions needs Conduct industry, Line of Business, and region-specific market research Execute sales disciplines including pre-call planning, pipeline management, Salesforce opportunity tracking, client communications, documentation, disclosures, and approvals Provide end-to-end oversight of client experiences and identify process gaps or disconnects Consult with clients through in-person, email, voicemail, and virtual-meeting communications Mentor and coach new and junior teammates and build an internal network of critical partners Follow policies and operating guidelines and escape issues and risks to leadership Requirements Bachelor's degree 3+ years of related financial work experience Demonstrated excellence working on many initiatives or opportunities simultaneously Strong analytical skills and attention to detail Strong leadership and interpersonal skills High adaptability and flexibility Proficiency in basic computer applications, including Microsoft Office Master's degree in Business or related field, or equivalent education and related training preferred Certified Treasury Professional preferred Core Competencies Demonstrates expertise in client relationship management and cash flow advisory, with a strong focus on strategic sales growth and process improvement. Proficient in utilizing Salesforce for opportunity tracking and managing client portfolios effectively. Highest-signal resume keywords Client Relationship Management Cash Flow Management Salesforce Opportunity Tracking Analytical Skills Certified Treasury Professional ATS Optimization Keywords Hard Skills Financial Work Experience Market Research Pipeline Management Documentation Disclosures Approvals Soft Skills Leadership Skills Interpersonal Skills Adaptability Attention to Detail Certifications & Qualifications Bachelor's Degree Master's Degree in Business Certified Treasury Professional Industry Keywords Treasury Solutions Cash Flow Management Working Capital Client Portfolios Tools & Technologies Microsoft Office #J-18808-Ljbffr Jobtailor