Treasury Management Sales Consultant

Achieva Credit Union•Dunedin, FL

1d•Hybrid

About The Position

The Treasury Management Sales Consultant is responsible for selling treasury management products and services by acquiring new business members, expanding existing relationships, and supporting client onboarding. This role collaborates with internal partners to deliver solutions that drive fee income and enhance the member experience. A strong understanding of treasury management tools, excellent relationship-building skills, and the ability to work independently are essential to success.

Requirements

Bachelor’s degree in Business or related field required.
3–5 years of treasury management sales experience required.
Strong analytical skills with the ability to interpret account analysis and build pricing models.
Excellent communication and presentation skills (written and verbal).
Proven success in business-to-business sales, including negotiation and relationship management.
Ability to work independently and adapt across remote, in-field, and in-office environments.
Strong interpersonal skills; able to influence and collaborate across teams.
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
Familiarity with banking systems, treasury operations, and applicable regulations.

Nice To Haves

3–5 years of treasury management service or operations experience preferred.

Responsibilities

Sales & Relationship Management Identify, pursue, and acquire new business relationships across Achieva’s footprint.
Expand and retain existing business member relationships through proactive outreach.
Conduct in-person and virtual meetings with members and prospects to assess treasury needs.
Partner with Commercial Relationship Managers and other internal teams to develop joint calling strategies and deliver holistic business solutions.
Represent Achieva and promote treasury management services at business and community events.
Proposal Development & Member Onboarding Prepare and present customized proposals, including pricing analysis and pro forma creation.
Respond to RFPs; provide strategic input on structure, pricing, and presentation.
Lead onboarding for new treasury clients, ensuring seamless setup and product implementation.
Provide product training and support to business members post-sale.
Product Knowledge & Service Delivery Maintain deep expertise in treasury management products, services, and regulatory changes.
Stay current on industry trends and member cash flow management strategies.
Serve as a subject matter expert and internal resource for treasury management solutions.
Provide backup support for the Business Banking Services Specialist, including product/service setup and technical support.
Refer non-treasury opportunities to internal partners as appropriate.
Reporting & Administrative Manage and report on individual sales pipeline activity and performance results.
Participate in operational exposure reviews and assist team members as needed.
Ensure all member communications, documentation, and service follow-ups meet quality and compliance standards.