Treasury Management Sales Consultant
On-siteSan Diego, California, United States
Job Summary
Lead discovery conversations to understand client cash flow and operational needs, then design and deliver tailored treasury solutions across payables, receivables, liquidity, fraud, and digital platforms. Own the full sales lifecycle from discovery through implementation, proactively sourcing new opportunities through joint calls with Relationship Managers, referrals, and direct prospecting to drive wallet-share expansion. Serve as the Treasury Management subject-matter expert for commercial and corporate banking clients in Southern California, partnering with product and operations teams to ensure seamless delivery while delivering against defined revenue goals tied to account analysis, merchant services, and commercial cards.
Required Qualifications
- 5+ years of Treasury Management experience within commercial or corporate banking
- Proven success selling complex treasury solutions to middle-market or larger clients
- Deep working knowledge of Payables & Receivables
- Deep working knowledge of Liquidity Management
- Deep working knowledge of Fraud Prevention
- Deep working knowledge of Commercial Cards
- Deep working knowledge of Digital & ERP-integrated banking solutions
- Experience partnering with Relationship Managers in a consultative sales model
- Strong executive presence, communication skills, and client credibility
Desired Qualifications
- Experience at institutions with strong TM training cultures
- Exposure to ERP integrations (Sage, NetSuite, QuickBooks)
- Exposure to RTP / API-enabled payments
- Exposure to Embedded or technology-driven client environments
- Comfort operating in growth-mode teams with evolving structure
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