Treasury Solution Consultant I

Location: Southfield
Posted on: November 20, 2024

Job Description:

GENERAL FUNCTION: Responsible for generating Treasury Management revenue for assigned solution sets within assigned territories. Working closely with RMs and TMOs, identify solutions to support the needs of clients and prospects. Responsibleforsalesplanning, marketing initiatives, and product development/enhancement deployment. Develops detailed understanding about a client''s financial and operational processes, key decision criteria, technology, and the competition in supportofdeliveringpowerful proposals and presentations resulting in winning new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

* Demonstrate proficiency in assigned Treasury Management solutions.

* Assist the TMOs and RMs on Treasury Management opportunities including solution development and pricing recommendations.

* Act as liaison between the TMO, Product, Operations and IT to define and present the best solution to the client.

* Have detailed understanding of how solutions impact the client''s working capital.

* Ability to match client needs with bank solutions and to articulate the solutions to clients.

* Provide business process consultation to clients and prospects to identify opportunities.

* Identify opportunities to broaden product feature/functionality based on market and competitive intelligence.

* Maintain and enhance industry knowledge via conferences, industry periodicals, market segment studies, focus groups, etc..

* Thorough understanding of how Treasury Management solutions help clients improve working capital.

* Demonstrate all key TM solutions to clients.

* Respond to RFP responses and update core RFP content.

* Proficient with Treasury Support Applications (Phoenix Hecht, Proximity Studies, Working Capital Model, Pricing, etc.)

* Support pipeline to execution and conversion.

* Identify opportunities in Sales pipeline and manage then through closure.

SUPERVISORY RESPONSIBILITIES: None.

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