Treasury Management Sales Consultant

Senior Treasury Management Sales Consultant

Commercial & Corporate Banking | Northern California (Bay Area)
Walnut Creek / San Francisco / Menlo Park (local presence required)

This is a senior, client-facing Treasury Management sales role supporting commercial and corporate banking teams in Northern California. You will act as a trusted advisor to sophisticated clients.

You’ll partner closely with Relationship Managers to win new business, deepen existing relationships, and deliver complex treasury solutions for middle-market, corporate, and specialized industry clients, including technology and embedded payments environments.

Client & Revenue Growth

• Serve as the Treasury Management subject-matter expert for commercial and corporate banking clients and prospects.
• Lead discovery conversations to understand client cash flow, payment, and operational needs.
• Design and deliver tailored treasury solutions across payables, receivables, liquidity, fraud, commercial cards, and digital platforms.
• Own the full sales lifecycle—from discovery through implementation—ensuring execution matches what was sold.

New Business & Portfolio Expansion

• Proactively source new treasury opportunities through joint calls with RMs, referrals, and direct prospecting.
• Support new client acquisition efforts, particularly for corporate banking and specialized industry teams with limited existing portfolios.
• Drive wallet-share expansion within assigned markets and client segments.

Internal Partnership

• Work in lockstep with Commercial and Corporate RMs (including Business Banking, Commercial, and Corporate segments).
• Partner with product, implementation, merchant services, and operations teams to ensure seamless delivery.
• Influence outcomes without authority—this is a relationship-driven organization.

Performance & Accountability

• Deliver against defined revenue goals tied to:
  • Account Analysis
  • Merchant Services
  • Commercial Card
• Contribute to portfolio growth and discretionary performance metrics.
• Operate with urgency, follow-through, and professionalism—no radio silence, no over promising.

• You speak the language of sophisticated commercial clients and can “talk the talk and walk the walk.”
• Bankers trust you and actively pull you into deals.
• Clients view you as a long-term strategic partner, not a vendor.
• You manage your book independently and don’t require micromanagement.
• You consistently execute—ideas turn into revenue.

Must-Haves (Non-Negotiable)

• 6–10+ years of Treasury Management experience within commercial or corporate banking (Business Banking-only backgrounds will not be a fit)
• Proven success selling complex treasury solutions to middle-market or larger clients
• Deep working knowledge of:
• Payables & Receivables
• Liquidity Management
• Fraud Prevention
• Commercial Cards
• Digital & ERP-integrated banking solutions
• Experience partnering with Relationship Managers in a consultative sales model
• Strong executive presence, communication skills, and client credibility

Preferred Background

• Experience at institutions with strong TM training cultures.
• Exposure to:
• ERP integrations (Sage, Net Suite, Quick Books)
• RTP / API-enabled payments
• Embedded or technology-driven client environments
• Comfort operating in growth-mode teams with evolving structure

• Target Level: TMSC IV or V