Senior Treasury Consultant - Commercial Banking

Application Deadline:

03/27/2025

Address:

1125 17th Street, Suite 1050

Job Family Group:

Commercial Sales & Service

We are seeking a Senior Treasury Consultant supporting our Commercial Bank with a focus in Middle Market Diversified Industries.  This role is a key sales role for recommending appropriate Treasury products and solutions to clients while also building effective internal partnerships to drive results.  This role will be based in our Denver, CO office.

Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.

• Leads and executes business development plans so that sales goals are achieved or exceeded.
• Delivers reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales.
• Provides Treasury structuring expertise and additional expertise as knowledge base and needs dictate.
• Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks.
• Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Develops the business case by identifying needs, analyzing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
• Acts as the daily Treasury sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.
• Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files.
• Works with Treasury Advisor to track implementation requests to keep the process on track with timelines, ensures accurate billing to clients.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant Treasury experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned professional with a combinatio