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Treasury Management & Payments Consultant

Treasury Management & Payments Consultant

CompanyU.S. Bank
LocationWalnut Creek, CA, USA
Salary$117725 – $138500
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Bachelor’s degree, or equivalent work experience
  • Five to seven years of related experience

Responsibilities

  • Contact existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business.
  • In collaboration with Business Banking Relationship Managers, manage relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business.
  • Conduct receivables and payables business operating cycle analyses for identified client and prospective client relationships.
  • Provide consultative and insightful feedback to clients.
  • Provide product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect.
  • Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
  • Meet or exceed assigned sales and revenue goals and retention objectives.
  • May assist in the structuring of new or modified Payment services and oversee the proper implementation of those services.
  • Build relationships in the community and engage with local organizations.
  • Identify business development opportunities as well as ways for U.S. Bank to make a difference in the communities we call home.

Preferred Qualifications

  • Thorough knowledge of Treasury Management and Payments
  • Well-developed sales and new business development skills
  • Strong client service and relationship skills
  • Effective verbal and written communication skills, and the ability to work independently
  • Active listening and problem-solving skills
  • Ability to teach customers how to use digital technology