Treasury Advisor
$57,500–$106,500 year
On-site · Lake Oswego, Oregon, United States
Job Summary
Treasury Advisor responsible for applying consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for commercial banking clients while ensuring regulatory compliance. Monitors implementation activities to align with timelines, provides tailored treasury management solutions to optimize cash flow and liquidity management, and coordinates client engagement and onboarding efforts. Engages with clients to discuss product offerings, pricing, and deployment, sharing insights on industry trends, and driving acquisition strategies to grow the client portfolio. Builds long-term relationships with high-value clients and works with internal teams to define solutions that fit client needs, including adoption of NA TPS digital products. Maintains awareness of regulatory requirements, internal controls, and risk considerations to uphold service standards. Attends industry forums and community events to stay informed on market trends and support sales strategies.
Required Qualifications
- Must have Treasury and Payment Solutions experience
- Must have Commercial Banking Experience
- Must have the ability to assist Commercial Banking Customers
- Must have the ability to assist Commercial Banking Relationship Managers
- MS Office Suite proficiency
- 4 – 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred
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