Treasury Management Sales Consultant Job at U.S. Bank National Association (Scottsdale)

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role that integra...

Location

Mexico , Cuernavaca

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years commercial banking or relevant experience
Bachelors/University degree or equivalent experience
experience in atención a clientes de Gobierno e Instituciones
experience in venta de soluciones de Tesorería cobranza y pagos

Job Responsibility

Provide direct sales support to Treasury Consultants in covered markets
focus on revenue generating activities associated with the sale of Treasury Products and Services
prepare proposals and pricing analysis
assist with RFPs and presentations
coordinate credit approvals and exception pricing
coordinate data input for tracking pipeline and activity
establish and maintain relationships with Treasury Consultants and Bankers that are directly supported
provide coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
join Treasury Consultant on in person sales calls or conference calls when appropriate
assess risk when business decisions are made, demonstrating consideration for compliance with applicable laws, rules, and regulations

Fulltime

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role. Deals with ...

Location

Mexico , Zapopan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years commercial banking or relevant experience
Bachelors/University degree or equivalent experience

Job Responsibility

Provide direct sales support to Treasury Consultants in covered markets
Places focus on revenue generating activities associated with the sale of Treasury Products and Services
Prepares proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
Provides coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
Joins Treasury Consultant on in person sales calls or conference calls when appropriate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Sap Finance (Fi/co) Pre-sales Consultant

At LeverX, we have had the privilege of working on 1,500+ SAP projects, includin...

Location

United States

Salary:

Not provided

LeverX

Expiration Date

Until further notice

Requirements

5+ years of experience in SAP Finance or Controlling consulting or pre-sales
Strong understanding of Record-to-Report (R2R), Plan-to-Profit (P2P), Financial Planning & Analysis (FP&A), and management reporting processes
Proven knowledge of S/4HANA Cloud (Public or Private Edition) and the differences between on-premise and cloud deployment
Hands-on involvement in 2+ SAP S/4HANA projects, with experience in solution design, demo, or pre-sales activities
Excellent communication and storytelling skills
ability to turn financial transformation into a clear business narrative
Willingness to travel occasionally (up to ~30%) for customer meetings and workshops
English C1+

Job Responsibility

Conduct discovery sessions with customers to understand their financial processes, challenges, and transformation goals
Design and present SAP S/4HANA Finance/Controlling solutions, including demos and PoCs highlighting automation, transparency, and business value
Prepare proposals, estimates, and RFP/RFI responses aligned with customer priorities and LeverX offerings
Collaborate with sales, architects, and delivery teams to define deployment models (Public/Private Cloud) and project roadmaps
Support RISE/GROW with SAP initiatives by linking customer objectives to SAP’s intelligent finance suite and cloud adoption journey
Ensure a smooth transition from pre-sales to delivery in early project phases
Stay current with SAP Finance innovations (Central Finance, Treasury, Group Reporting, SAC Planning) and lead customer workshops or executive presentations

What we offer

Market-based compensation and regular performance reviews
Valuable perks to support your growth and well-being

Senior Lead Treasury Management Consultant

Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Globa...

Location

United States , CHICAGO;BOSTON;CHARLOTTE;CLEVELAND;DALLAS;PHILADELPHIA;RICHMOND

Salary:

159000.00 - 305000.00 USD / Year

Wells Fargo

Expiration Date

February 27, 2026

Requirements

7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long‑term goals for complex business and technical needs across Treasury Management Consulting, including clients in Healthcare, Higher Education, and Not‑for‑Profit sectors
Lead the strategy and resolution of complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, inductive thinking, and coordination of complex activities and guidance to others
Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale and cross functional
Lead Treasury Management Consulting projects and teams, or serve as peer mentor
Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

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Treasury Management Consultant III & Relationship Manager - Government Banking Northeast

The Government Banking Treasury Management Consultant (TMC) & Relationship Manag...

Location

United States , New York; Wilmington; Melville; Philadelphia

Salary:

140600.00 - 192500.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent certification
At least 6 years of financial services experience
At least 5 years of sales experience
At least 5 years of treasury management experience

Job Responsibility

Consistently meet annual financial goals & benchmark competencies by demonstrating the key sales behaviors such as strategy, collaboration & consultation, while building and maintaining a partnership-centric client portfolio
Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
Manages portfolio of new-to-bank clients with focus on new revenue growth
Ability to understand sales and relationship management specific to working with Government Banking clients
Independently develops and maintains relationships with clients to maintain and expand existing business
Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated
Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
Conducts independent entities to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
Takes a role in market by actively engaging in local industry associations, conferences, networking groups and community associations
Identifies working capital efficiency opportunities for an entity and deepens relationship accordingly

What we offer

performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

Fulltime

New

Treasury Management Sales Consultant - Retail/Restaurants

This position is responsible for managing a regional territory of to develop new...

Location

United States , Charlotte; Chicago; Cincinnati; Milwaukee

Salary:

148495.00 - 174700.00 USD / Year

U.S. Bank National Association

Expiration Date

March 13, 2026

Requirements

Bachelor's degree, or equivalent work experience
10 or more years of related experience
Extensive knowledge of treasury management products within the insurance space
Thorough knowledge of the organization and its products, services and operations
Strong sales and new business development skills
Excellent customer service/relations skills
Excellent presentation, verbal and written communication skills

Job Responsibility

Managing a regional territory to develop new and existing Treasury Management business with an insurance industry focus
Providing consultative advice on current cash flow practices to develop treasury management business
Managing relationships with existing customers to ensure proper servicing of accounts and to expand existing business
Preparing sales presentations, explaining services offered, and recommending solutions which would benefit clients
Identifying opportunities to sell other U.S. Bancorp products and services to meet customer needs
Assisting management in developing a market strategy and in setting sales objectives
Responsible for meeting or exceeding all assigned sales and revenue retention goals
Assisting in the design and overseeing the proper installation of treasury management services
Assisting management in the development of new services or the modification of existing services

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

New