NPAworldwide ยท 3 weeks ago
Treasury Management Solutions Consultant (Bank/Financial Services only)
Nashville, TN
Full-time
Hybrid
Senior Level
$95K/yr - $175K/yr
6+ years expNPAworld is seeking a Treasury Management Solutions Consultant in the Financial Services sector. This role involves generating revenue through Treasury Management solutions, working closely with clients to identify their needs, and collaborating with various teams to deliver effective proposals and presentations.
Recruiting
Responsibilities
Generate Treasury Management revenue for assigned solution sets within assigned territories
Working closely with peers, identify solutions to support the needs of clients and prospects
Responsible for involvement in sales planning, marketing initiatives, and product development/enhancement deployment
Develops detailed understanding about a clients financial and operational processes, key decision criteria, technology, and the competition in support of delivering powerful proposals and presentations resulting in winning new business
Demonstrate proficiency in assigned Treasury Management solutions
Develop and execute plan to achieve revenue goal
Assist on Treasury Management opportunities including solution development and pricing recommendations
Act as liaison between Treasury Management, Product, Operations and IT to define and present the best solution to the client
Have detailed understanding of how solutions impact the client's working capital
Ability to match client needs with bank solutions and to articulate the solutions to clients
Provide business process consultation to clients and prospects to identify opportunities
Identify opportunities to broaden product feature/functionality based on market and competitive intelligence
Maintain and enhance industry knowledge via conferences, industry periodicals, market segment studies, focus groups, etc
Create bank brand awareness through speaking at industry forums
Demonstrate all key Treasury Management solutions to clients
Maintain standard R.F.P. responses
Maintain pipeline to support financial and resource forecasting
Identify opportunities in Sales pipeline and manage them through closure
Qualification
Required
Undergraduate degree or equivalent experience required
Six or more years of Treasury Management experience with a focus in Sales and/or Product (Commercial Card) Management required
Thorough understanding of how Treasury Management solutions help clients improve working capital
Ability to consult with clients to identify opportunities
Ability to work with cross-functional teams
Excellent oral and written communication skills
Proficiency in MS Office tools
Company
NPAworldwide
NPAworldwide is a global recruiting network that facilitates placements that result in split fees.
2-10 employees
Funding
Current Stage
Early StageRecent News
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