Job Description
Job Description
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.
Key Responsibilities
Client & Revenue Growth
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Serve as the Treasury Management subject-matter expert for commercial and corporate banking clients and prospects.
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Lead discovery conversations to understand client cash flow, payment, and operational needs.
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Design and deliver tailored treasury solutions across payables, receivables, liquidity, fraud, commercial cards, and digital platforms.
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Own the full sales lifecycle—from discovery through implementation—ensuring execution matches what was sold.
New Business & Portfolio Expansion
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Proactively source new treasury opportunities through joint calls with RMs, referrals, and direct prospecting.
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Support new client acquisition efforts, particularly for corporate banking and specialized industry teams with limited existing portfolios.
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Drive wallet-share expansion within assigned markets and client segments.
Internal Partnership
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Work in lockstep with Commercial and Corporate RMs (including Business Banking, Commercial, and Corporate segments).
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Partner with product, implementation, merchant services, and operations teams to ensure seamless delivery.
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Influence outcomes without authority—this is a relationship-driven organization.
Performance & Accountability
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Deliver against defined revenue goals tied to:
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Account Analysis
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Merchant Services
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Commercial Card
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Contribute to portfolio growth and discretionary performance metrics.
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Operate with urgency, follow-through, and professionalism—no radio silence, no overpromising.
What Success Looks Like
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You speak the language of sophisticated commercial clients and can “talk the talk and walk the walk.”
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Bankers trust you and actively pull you into deals.
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Clients view you as a long-term strategic partner, not a vendor.
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You manage your book independently and don't require micromanagement.
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You consistently execute—ideas turn into revenue.
Required Experience & Profile
Must-Haves (Non-Negotiable)
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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
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Deep working knowledge of:
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Payables & Receivables
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Liquidity Management
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Fraud Prevention
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Commercial Cards
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Digital & ERP-integrated banking solutions
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Experience partnering with Relationship Managers in a consultative sales model
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Strong executive presence, communication skills, and client credibility
Preferred Background
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Experience at institutions with strong TM training cultures.
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Exposure to:
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ERP integrations (Sage, NetSuite, QuickBooks)
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RTP / API-enabled payments
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Embedded or technology-driven client environments
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Comfort operating in growth-mode teams with evolving structure
Level, Compensation & Incentives
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Target Level: TMSC IV or V