Senior Treasury Solutions Consultant - Cash

Overview

This role serves as a Cash Solutions subject matter expert, providing consultative expertise across a client’s end-to-end cash environment. The position develops advanced expertise in hardware and software technology that supports the movement of physical currency. Success requires understanding client processes, technology, operational requirements, and key decision criteria to design and present solutions that support new business.

The role is accountable for risk management by actively exchanging ideas, elevating concerns, and following applicable policies and procedures. While working within the organization’s risk appetite, the position supports results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Responsibilities

• Demonstrate proficiency in assigned Treasury Management solutions, with advanced expertise in Cash Management and Cash Logistics solutions, focusing on hardware and software technology.
• Serve as a Cash subject matter resource to Treasury Management Officers (TMOs), Relationship Managers (RMs), and Solutions Consultants by providing guidance on cash opportunities, solution capabilities, industry trends, and complex client situations.
• Develop and execute a plan to achieve revenue goals.
• Support TMOs and RMs on Treasury Management opportunities, including discovery, solution development, pricing recommendations, proposals, and presentations.
• Act as a liaison among TMOs, Product, Operations, IT, Implementation, and third-party providers to define and present the best solution to clients.
• Partner with TMOs, Implementation, Operations, Product, and third-party providers to support transitions of complex Cash solutions from sale through implementation, ensuring solution requirements and client expectations are clearly documented and communicated.
• Understand how Treasury Management and Cash solutions impact client working capital, operational efficiency, cost, and risk.
• Match client needs with bank solutions and clearly articulate solution value.
• Provide business process consultation to clients and prospects to identify opportunities and optimize treasury and cash-handling processes.
• Conduct detailed discovery of clients’ end-to-end cash processes, including deposits, transportation, vault processing, smart safes, change orders, reconciliation, reporting, and current operating costs.
• Analyze complex and multi-location cash environments and recommend solutions to improve efficiency, availability of funds, security, controls, and overall cash-handling costs.
• Develop and demonstrate expertise in Cash solutions, including deposit transportation services, smart safes, cash vault services, change orders, provisional credit, and related reporting and reconciliation capabilities.
• Identify opportunities to broaden product features and functionality based on client needs, market trends, and competitive intelligence.
• Maintain and enhance Cash and Treasury Management industry knowledge through conferences, industry periodicals, market studies, and other industry resources.
• Demonstrate Treasury Management and Cash solutions to clients and support RFP responses and other sales materials.
• Maintain visibility into the sales pipeline and partner with TMOs and RMs to identify, develop, and advance opportunities through closure.

Requirements

• Undergraduate degree or equivalent experience required.
• 5+ years of Treasury Management experience with a focus in Sales and/or Product Management required.
• Cash Management, Cash Logistics, Cash Operations, or related experience preferred.
• Strong understanding of Cash Management and the physical cash lifecycle, including vault processing, armored transportation, smart safe solutions, change orders, provisional credit, reconciliation, and reporting.
• Thorough understanding of how Treasury Management and Cash solutions help clients improve working capital, increase operational efficiency, reduce costs, and manage risk.
• Ability to analyze complex and multi-location cash environments, including cash volumes, deposit frequency, transportation requirements, processing costs, and operational workflows, and translate findings into solution recommendations.
• Strong consultative skills, including the ability to conduct client discovery, identify opportunities, and clearly articulate solutions and business value to clients, prospects, and decision makers.
• Ability to work effectively with cross-functional teams, including Sales, Product, Operations, Implementation, Technology, and third-party providers.
• Excellent oral, written, presentation, and client-facing communication skills, with proficiency in MS Office tools.

Preferred Qualifications

• Cash Management, Cash Logistics, Cash Operations, or related experience.

Compensation & Benefits

• Total Base Pay Range: $96,500.00 - $207,500.00 USD Annual
• Base salary is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education, and geographic location.
• In addition to base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
• Benefits programs designed to support physical, financial, emotional, and social well-being.

Location

• Virtual, Ohio 00000

Additional Information

• Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting.
• Equal Employment Opportunity: the organization promotes an engaged and inclusive culture and provides equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.