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U.S. Bank · 9 hours ago

Treasury Management & Payments Consultant

San Diego, CA

Full-time

Hybrid

Mid Level

$111K/yr - $131K/yr

3+ years exp

U.S. Bank is committed to helping customers and businesses make better financial decisions. The Treasury Management & Payments Consultant role involves acquiring, expanding, and retaining new payment business while providing consultative advice and managing client relationships to optimize their financial processes.

BankingFinancial ServicesInsuranceMortgageWealth Management

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

Qualification

Treasury ManagementPayments solutionsBusiness developmentDigital banking platformsClient service skillsEffective communicationActive listeningProblem-solving

Required

Bachelor's degree, or equivalent work experience

Three to five years of related experience

Preferred

Knowledge and hands-on experience with Treasury Management and Payments solutions, including ACH, wires, fraud mitigation tools, remote deposit capture, merchant services, and embedded payment platforms

Ability to translate complex financial products into client-centric solutions that improve operational efficiency and mitigate risk

Familiarity with digital banking platforms and tools such as SinglePoint, Salesforce, and other client onboarding systems

Basic sales and new business development skills

Good 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