Privacy policy Excellent written and verbal communication skills College degree/actively pursuing college degree (preferred), Minimum of 2-4 years of banking experience with preferred Treasury Management, One or more years of prior financial services sales experience in a call center environment, Minimum 5 years of Treasury Management experience, Insight modeling, financial analysis, and pricing performance knowledge, Initiative and ability to manage multiple tasks, Prepares customized sales proposals, product documentation and generates sales reports, Ensures that the implementation and delivery of products and services is completed within agreed upon timeframes, Processes requests for maintenance and modifications to existing products and services, Handles all aspects of the treasury management monthly billing process including the addition, modification and deletion of customer pricing, validation and reporting of treasury management income for both accrual and posting, Monitor exception pricing on analysis accounts and treasury management services, and the payment and allocation of costs associated with treasury management services, Works on assignments that are semi-routine in nature where ability to recognize deviation from accepted practice is required. Management Consulting Resume Example & 3 Writing Tips Salary: Treasury Management Sales Consultant (October, 2022) Experience working in a treasury function a plus, Familiarity with Hedge Fund structures, products and financial instruments with understanding of basic accounting principles and procedures, Define, plan and execute projects related to FSI Treasury management solutions including asset-liability management, liquidity management, cash management, funding operations, funds transfer pricing, capital management and associated management and regulatory reporting requirements, Lead and develop teams that deliver treasury and IT strategy and transformation design and implementation services to global and regional banks, bank holding companies and financial institutions, Support the sales process for major opportunities, Develop tools, methodologies and assets for project delivery, Playing a key role in client communication, relationship development and retention, Lead engagement planning, execution, and management, Ensuring products/deliverables meet contract/ work plan specifications and deadlines, Involvement in developing tools and methodologies for project delivery, Involvement in expanding our service offering and business growth, Design and provide treasury specific training for the system, Reporting directly into the Professional Services Director keeping him informed on the implementation of the solution, Understanding of .Net and XML for configuration of Electronic Fund Transfers, Rates, GL, Swift, Background in standard and hedge accounting to provide consultancy on these areas, The ability to effectively manage meetings with client managers while recording and distributing the minutes of those meeting to relevant parties, The ability to work effectively in a small dedicated team, Ability to develop new business from a variety of leads as well as directly source prospects, Exceptional consulting skills; ability to probe and listen to help clarify inquiries, gather and present data to advance transactions, Proven sales call background to provide quality, relationship oriented responses to customer needs, Highly effective verbal and written communications skills, Strong influencing skills; ability to generate support and build consensus, Able to work independently with strong initiative and results orientation, Proficient in Microsoft Suite (Outlook, WORD, Powerpoint and Excel, Performing monthly account reconciliations and tracking of specific program related expenses, Working with vendors & business partners to obtain monthly accruals, prepare accrual package for review and approval, post journal entries and file documentation for audit purposes, Working with vendors and business partners to obtain monthly invoices, prepare invoice upload files (both PeopleSoft/ SAP) for submission to Tax and Accounts Payable, file documentation for audit purposes; support various inquiries regarding invoice payment status, Submitting and track new vendor set-up/update requests and check requests, Preparing and distributing monthly reporting to business leaders, Providing support for adhoc analysis and assist, as needed, in other areas of the department, Lead implementation projects to implement an integrated Treasury solution, Consult/advise how to implement and configure product components of Treasury solution suite, Implement and configure technical product components (installation, interfaces etc), Define and apply best practices for the setup of Treasury solution components, Define and document product support for generic and client specific business processes, Develop check list for functional implementation steps, Deliver domain and product expertise in pre-studies and scoping exercises, Assist with completing functional parts of RFIs/RFPs, Support and manage current and future banking regulatory liquidity requirements such as LCR, NSFR and ILAAP, Support with the implementation of various debt issuance shelves for the bank and ultimately the issuance of debt under these facilities, particularly secured lending facilities such as Securitisations and Asset Backed Loans, Execute money market transactions (both buy and sell side) and set the daily levels for the bank, Execute fx hedging transactions and undertake day to day funding activities for the bank, Support in the build out of a deposit base for the bank, Support with the management (and presentation at) the monthly ALCO, Support activities related to capital structure decisions and Prepare liquidity stress testing and back testing, Ensuring that we have a robust systems and control environment to facilitate Treasury activities, Perform financial analysis on income statement, balance sheet and cash flow statements and develop and maintain financial models and reports to support business segment requirements, Assisting in the month end close process including Journal Entries, GL analysis, report preparation, and distribution, Downloading and import various daily and monthly debit and credit files and invoices for report preparation for upper management, Onboarding new and relocating locations for credit and debit card acceptance and maintain accurate location information including closed locations, Preparing and submit requests for merchant ID numbers to external vendors for the setup of new CVS locations (Retail, Minute Clinic, Omnicare, etc.) 123 Fake Street, City, State, Zip Code. Tru Treasury hiring Treasury Management Consultant in Farmington Hills Designed and wrote detailed spec for customized ABAP programs to automatically generate inter-company (I/C) loans for Accounts Payable in Transaction Manager. 5 Treasury Management Sales resume templates, Download Treasury Management Sales Resume Sample as Image file, Performs daily operational tasks for various Treasury Management products, Assists treasury management sales consultants with implementation coordination for new and existing clients and may accompany them on occasional sales calls, Responsible for assisting customers and bank personnel with inquiries on Treasury Management products and services, Partners with Treasury Management Sales on the implementation of new products and services as well as maintaining and modifying existing services, Trains customers and provides technical support for internet banking and other online products, Knowledge of Treasury Management operational procedures, practices and policies, Cross-sells treasury management services by phone and follows up on sales referrals from stores and commercial bankers, At the direction of the Regional Sales Manager, execute marketing strategies to support Bank goals, Monitor industry trends and competitive practices, including the impact of technology and regulatory and legislative changes on products and services, Facilitate the implementation and/or modification of new and existing services to maintain and fine tune the clients treasury management system, Proficient in word processing, spreadsheet, and industry specific software applications, Prepare written proposals and sales presentations to strengthen customer relations and develop new business relationships. Our client is a forward thinking financial institution with a great reputation in their vertical. Defined and configured house banks, down payments, outgoing payments, Bank statement processing and exchange rates according to best practices and business needs, Talk to a Recruitment Specialist Call: (800) 693-8939, © 2022 Hire IT People, Inc. Preston Bryant, CRCR - Revenue Cycle Healthcare Consultant - LinkedIn For businesses, this covers all the details of investing, business practices, and even bank fees. Solid track record: Manage and improve strategic initiatives and profitability for a wide range of financial and treasury operations, including international and domestic cash management, banking, and forecasting. Ability to plan and organize accordingly in a fast-paced environment while still ensuring deadlines are met in a timely manner. Wells Fargo is seeking a Senior Treasury Management Sales Consultant as a part of Commercial Banking. Coordinate the scheduling and review of all client-facing collateral with Legal, Marketing and Communications. Treasury Consultant - Deloitte Belgium Act as a liaison and point of contact between the team and designated teammates in Marketing, Communications and other areas of T&PS and the organization. Implementations were in Peru, Mexico, Chile, Argentina and Brazil. Analyzing account analysis statements for Treasury Management product comparisons, making appropriate TM recommendations to clients, preparing banking services analysis and proposals to new prospects in proper format while identifying and actively cross selling other Banner Bank services such as Merchant Services or Credit Card services, Provides financial counseling related to account structures, collections, disbursements and payments to commercial banking customers, Supervises the coordination of new and existing client product set up by working with Branch or Relationship Manager and Sales Support to ensure all new accounts are structured correctly. Choose the best strategy. Reinstated a $750.0 million commercial paper program and reduced the number of issuers from seven to two. Be responsible for other aspects of administration including identification of resources and appropriate technology/mediums/tools/resources. Trouble-shoot, identify, and recorded errors in invoice processing. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628. Trained the Hillshire Brands SVP / IR on how to be a Treasurer, and enhanced treasury management activities for current cash management systems and services, and "clean-up" of the company's debt portfolio after the Sara Lee spin-related activities. Manages and grows non-borrowing piece of joint relationships, act as the secondary officer where the primary officer is a Commercial Banking or Regional Manager, Handles more complex accounts with treasury management needs and requests for proposals. Corunna , MI. Increase cross-sell ratio and expand existing customer relationships by consulting regularly with customers ; Vice President, Special Deposit Services/Cash Management 01/2006 to 09/2006 Alliance Bank Of Arizona City . . Documented the defects in BGCS and also involved in submitting daily status reports of testing to end client. Treasury Management Consultant - Jobs in Treasury Excellent written and verbal communication skills required to develop and present effective sales proposals, Exceptional Verbal and Written Communication Skills, 3-5 years of Quality Assurance experience, Proficiency in MS Office (Word, Excel, Outlook, PowerPoint), Previous analytical experience (analyzing problems and analyzing results), Must be a self-starter with the ability to take direction and work independently while also working in a team environment, Experience working on Corporate applications (HR, Finance/GL, Risk), Technical Experience is a plus (.Net, Java, Mainframe, SQL, etc), Query experience for SQL or Oracle databases, 1-3 Years Commercial or Business Banking Experience, 4-6 years in Treasury Management and/or Business Banking Treasury Products, Bachelor's Degree (Business or Finance preferred). Global Cash, Banking and Liquidity Management - Responsible for bank account opening and maintenance in the region. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Confidential,Omaha, Nebraska: April 2008 October 2008 Treasury CFM/Cash Management Project Lead Designed ConAgra Foods world-class treasury processes covering countries in Americas, Europe, and Asia by leading, driving, and guiding discussions within corporate treasury and AR department. Redesigned Johns Manvilles dispute management processes for greater flexibility and efficiencies; specifically AR and AP payment deductions Worked with developers to design and test custom 1099 tax reporting transactions and related reports. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations . experience as a FSCM/ Treasury consultant with lead consulting roles in SAP banking and Treasury projects across USA Revamped the bank statement and payment processes, by providing a structure that allows better hit rate for cash application Redefined a robust cash management integration with Loans Management for cash reporting Provided upgrade fixes in all areas of configuration in the application areas FI-GL, FI-AP, FI-AR, Treasury and Banking. - Select from thousands of pre-written bullet points. Treasurer / Consultant Bickford Senior Living Marshalltown , IA. If you are looking for an independent and impartial treasury and risk management consultancy, PMC is your solution. It's actually very simple. Treasury Management Sales Resume Sample | MintResume Intercompany trading scenarios (STO, direct shipment, 3rd party) Expertise in Banking, customer cash application, outgoing payment processing. To unlock your profile and take advantage of all features on CareerBuilder.com, you need first to upload or build a resume . The Resume Builder Create a Resume in Minutes with Professional Resume Templates Create a Resume in Minutes Malika Gulgowski 68895 Tristian Courts, Chicago, IL +1 (555) 301 7387 Work Experience Senior Treasury Officer 09/2016 - PRESENT Boston, MA Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets Management (AM), Treasury, Pretty Cash, Manual and Electronic Bank Statements (Multicash), Cash Management and . Responsible for the issuance of commercial paper ($4.5 billion and $2.0 billion), successfully negotiated rating agency discounts after Cadbury purchase increased debt from $9.0 billion to $30.0 billion. Designed and configured a foreign payments strategy executed by the parent company on behalf of its subsidiaries using SAP In-House Cash (IHC) module Designed an automated investment and borrowing trading processes using different product types (Loans, Fixed Term Deposit, Deposit at Notice, Commercial Paper, Stocks, Bonds and different Derivatives Instruments). Highlight your management consultant skills in the Key Skills section. Confidential,Tennessee March 2008 April 2008 Treasury/Cash Management Consultant Served as expert and best-practices consultant to review and revise Propexs SAP treasury implementation, specifically their forex and Money Market trading, global cash management activities and invoicing solution. A professional essay writing service is an instrument for a student who's pressed for time or who doesn't speak English as a first language. Is responsible for collection of appropriate new product set up documentation, signatures. Treasury Manager Resume Sample | MintResume Senior Treasury Management Consultant Job in Fort Wayne, IN - Wells Resumes, and other information uploaded or provided by the user, are considered User Content governed by our, senior financial analyst, cash management treasury department, director cash management and disbursements, Implemented a new Corporate Card program resulting in a $35K yearly rebate, Implemented Paycard program and increased direct deposit participation to 98%, GL/HRPR PeopleSoft implementation - Essential part of the implementation team during the implementation of PeopleSoft Financial and HR/Payroll modules, completed in less than six months, Cash Manager PeopleSoft Module - Subject matter expert for the implementation of this module, Led the 10 person Unclaimed Property Committee consisting of accounting, payroll, and accounts payable in drafting a company-wide Unclaimed Property Policies and Procedures document. All rights reserved. Treasury Management Sales Consultant - Dallas / Fort Worth Considered a subject matter expert of Treasury Management product benefits and services and is a line of business expert for business units supported. Collaborates with TMSOs and/or RMs/Bankers from other lines of business to complete Executive Summary and establish pricing, Supports pricing/re-pricing initiatives by partnering with the TMSO to ensure existence of exception pricing for respective client accounts and performing system inputs of approved exception pricing, Reviews account analysis statements for designated clients and manages required client communications and/or corrections, Performs data-mining of sales/retention opportunities and prepares consolidated presentation of service usage/profitability information, Identifies cross-sell opportunities and partners with TMSOs to develop portfolio growth strategy, Participates in pre-call planning sessions and supports complex and/or multi-service sales pitches by preparing information, attending meeings, and handling post-call follow-up information requests, Works closely with clients and implementation team to support implementations on behalf of the Sales team. Utilized well-developed RFP process skills to negotiate improved pricing for services by 10% - 15%. Confidential,Chicago, USA June 2009 Present Treasury/Cash Management Consultant I was contracted to work with business SMEs as Treasury/CFM expert in conducting a project assessment for Accenture SAP treasury transformation and designing a best of breed SAP solution for the treasury operations. Recommended system changes as preparation for future growth with the goal of providing short-term and longer-term solutions for cash management. You will be responsible for maintaining current client relationships as well as identifying business development opportunities for new clients. Treasury Management | Zanders Treasury & Finance Solutions Lockbox, Electronic Bank Statement, Check and Wire Payments). Highly experienced in SAP Core Banking - IS Banking / Banking, Bank Customer Accounts (SAP BSA), Loans Management (SAP LM), Collateral Management (SAP CM). The PMC Panel: Consultants used on a contractual basis for certain types of Operational Treasury assignments. Detail-oriented, highly organized individual who has worked with some of the largest companies in the state. Project Management: Lead large projects, cost reduction exercises, and stress-testing designed to improve business practices, drive revenue, achieve sustainable long-term gains, and optimal business results. Rewards & Recognition, etc. Highlights Accomplishments Implemented a new Corporate Card program resulting in a $35K yearly rebate At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race . Will partner with Business Learning Strategist and/or Human Resources to forecast and coordinate external training development needs for our T&PS teammates and LOB partners, Responsible for reconciling market insights into the materials and collateral used by our teammates and our clients, Responsible for conducting thorough needs analyses of stakeholders (T&PS teammates, partners, LOBs, clients) and collaborating with the E&R Content Development team to ensure appropriate materials are created. Led bank interface implementation with JPMorgan as technical and functional expert in resolving technical and business issues while translating business needs to ABAP and ensuring project schedules were met. Act as liaison between Client and SunGard departments including Product Management, Development, and Training, 4) Responsible for ensuring our billing and project tracking system is up to date for assigned clients and billing numbers are accurate, 5) Assist with project management by participating in regularly held status meetings and keeping the project manager apprised of project and task status, 6) Report, track and escalate system issues while keeping abreast of current issues. De-Risking Strategies. Create a Resume in Minutes Kaya Rohan 405 Homenick Gateway, Detroit, MI +1 (555) 462 1059 Work Experience Senior Treasury Consultant 02/2016 - PRESENT Boston, MA Maintain an appropriate level (time, frequency and type) of communication to the stakeholders Represent your respective function in internal or external events when applicable 7 Consulting Resume Examples That Worked in 2022. Monitor and ensure compliance with policies, procedures and operational controls related to global cash . Developed training documentation for: New hires, invoice processing for calculating taxes. In some cases, this may include capturing and producing content for online delivery, Responsible for coordination of other assigned initiatives (e.g., client mailings, master calendaring). Desired experience for treasury consultant includes: A Bachelor's degree, equivalent work experience or military experience 3+ years of Commercial Card/Treasury Management experience 3+ years of direct experience with payment card solutions, whether consultative sales, implementation, product management or service and operations SAP FI Treasury Consultant Resume Profile Perrysburg, OH - Hire IT Knowledge of implications of federal, state, and local regulations affecting treasury management activities, Demonstrated strong ability to consistently develop and execute sales planning within assigned sales territory, Proven ability to consistently achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships, Possess strong analytical, problem solving, customer service, organizational, and interpersonal skills. A/R, A/P, and Cost Accounting), Strong interpersonal, communication and facilitation skills, 2+ years working in the Treasury or Finance area, Knowledge of financial instruments (FX, MM, IRS, FRA, Bonds etc. : Online Banking addition of accounts and Work Around Requests, Perform monthly special pricing review for cash management clients, Basic knowledge of applicable products, services and operations, Demonstrates the ability to learn rapidly and adapt quickly to new processes and technology, Knowledge and ability to use various PC and Internet-based systems, Thorough knowledge of applicable products, services and operations, Proficient computer skills, especially Microsoft Office applications, Advanced knowledge of treasury management products, Ability to resolve complex problems with limited guidance, Excellent verbal and written communication skills, Excellent presentation, verbal and written communication skills, Excellent customer service/relations skills, Three to five years of sales experience in the commercial banking industry, Thorough knowledge of the organization and its products, services and operations, One to three years of clerical and customer service experience in the financial services industry, Hogan, SAR and Vector experience preferred, Six months to one year of clerical and customer service experience in the financial services industry, Ability to resolve common problems with limited guidance, Occasional visits to client sites for product orientation on our core information reporting platform called iTreasury, Assist in preparation of TM proposals, annual client reviews, and RFP responses, Submit paperwork and communicate back to the client on status of implementation, Effectively educates customers on the features, benefits and value propositions of Treasury, Adheres to Bancorp risk and compliance policies and guidelines, Excellent communication skills with the ability to clearly communicate concepts verbally and in, Ability to consult with clients to identify opportunities, with proven track record of client interaction and, Experience with Microsoft products, such as Word, Excel, Access, and Outlook, High school diploma or equivalent. Works independently to achieve all goals set by supervisor, while being responsive to internal and external customer requests, Responsible for corporate customer support and research, handling incoming requests from beginning to end. Configured and Defined business rules on Account Receivables as related to SAP best practices (Payment terms, Dispute/Reason Codes, A/R Tolerances, Credit Management, Tolerances, Customer Master etc Dunning) Legacy data conversion using LSMW for data conversion/upload. The estimated total pay for a Treasury Management Sales Consultant is $96,072 per year in the United States area, with an average salary of $68,137 per year. Talented treasury manager with 13 years of experience in the industry. Designed and configured Transaction Mgr (FX, Money Mkt, Securities and Derivatives), Cash Position/ Liquidity Forecast, AP and Treasury payments, Electronic Bank Statement, Lockbox, and Exchange Rates, Credit Risk Analyzer, Market Risk Analyzer. Management of $75.0 million semi-annual accounts receivable factoring program, including the monitoring of the sold receivables, repayment process. Implemented FSCM Module BP template on different projects (Collections & Dispute Management, Cash Management, and In-house Cash) from Blueprinting to Go-live for different industries. Project focused on creating a centralized treasury operation, improving AR/AP operational efficiencies using SAP Dispute Management, Lockbox and Electronic bank Statement and replacing JP Morgans Insight with SAP Cash Management and implementing In-House Cash for payment netting: Presented SAP Dispute Management and Treasury/ Cash Management to the business during blueprinting for requirements gathering. Considered a subject matter expert of Treasury Management product benefits and services and is a line of business expert for business units supported. Managed integration of Philip Morris' (2007) and Cadbury's (2010) North American treasury units into Kraft's global headquarters through effective project management skills, saving $2.0 million annually. . Chicago Glider Club Member, Minooka, IL Equivalent Experience 3-5 Years TM and/or CTP, 1-3 Years of Treasury Management Experience Required, 1-3 Years Commercial Banking Experience Preferred, Lead and execute treasury management sales plans in conjunction with the Relationship Managers and/or Business Development Officers by preparing call schedules and prioritizing product sales for assigned customer base and prospects, Develop sales plans to meet aggressive sales goals, MBA or Certified Treasury Professional a plus, 5-8 years of experience in treasury management sales, service, and/or support, Demonstrated ability to consistently develop and execute sales planning within assigned sales territory, Proven ability to effectively manage non-credit and commercial account relationships and analyze customer business practices and operations to identify deficiencies and develop/implement effective interventions, Prepares sales tools and exhibits, such as presentations (internal and external), proposals, pro forma, client schematics, relationship reviews, etc, Develops customized responses to RFPs and RFIs.
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