Treasury Management Sales Consultant
Commercial & Corporate Banking | San Diego
This is a client-facing Treasury Management sales role supporting commercial and corporate banking teams in Southern 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
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 overpromising.
What Success Looks Like
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.
Required Experience & Profile
Must-Haves (Non-Negotiable)
5+ 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, NetSuite, QuickBooks)
RTP / API-enabled payments
Embedded or technology-driven client environments
Comfort operating in growth-mode teams with evolving structure
Level, Compensation & Incentives