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Deluxe

Treasury Consultant

Reposted 15 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
95K-105K Annually
Mid level
Remote
Hiring Remotely in USA
95K-105K Annually
Mid level
The Treasury Consultant role involves supporting revenue initiatives, providing technical expertise on treasury products, and ensuring effective communication with clients and bank resellers, including conducting demos and pricing recommendations.
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Now is your chance to join an organization that drives change. We’re a company that’s consistently on top employer lists.

Why join us:

  • There is a reason we boast numerous awards like “Great Place to Work Certified” and “Best Place to Work” For Moms, Dads, LGBTQ, and VETS (just to name a few). At Deluxe, we know that great people make a great organization.

  • We value our people so offer the typical benefits (401K, PTO, Medical, Dental) PLUS: Flexible time off, volunteer time off, paid maternity/paternity leave, tuition reimbursement, pet bereavement and more!

  • A culture that keeps people. 42% of our team has been here over 10 years. When we asked our team why, we heard the people, benefits, family/home time, diversity, and team culture.

The Treasury Consultant will support revenue realization initiatives with assigned clients, coordinating efforts within the organization and the clients’ Treasury Management organization. This role involves providing technical product expertise, driving co-selling of solutions, and ensuring proactive communication to identify issues, opportunities, and recommendations that lead to successful sales. Responsible for providing product demos, strategic pricing recommendations, and solution consulting, the role is a critical SME for the assigned bank resellers.

  • Create and drive strategic solutioning for products, focusing on answering technical product questions, conducting product demos, and providing strategic pricing recommendations for clients

  • Serve as a subject matter expert and technical sales resource for covered solutions within assigned re-seller partners

  • Coach and advise reseller client on opportunities, becoming an integral part of the client sales team from the start

  • Maintain close partnerships with the assigned treasury management organization, understanding and adapting to their methods and practices

  • Provide ad-hoc support for answering technical product questions for prospects and RFP responses

Basic Qualifications:

  • Bachelor’s degree in Business or related field

  • 3 years’ experience in Treasury Management

  • OR HS/GED and 7 years’ experience in Treasury Management

Preferred Qualifications:

  • Bachelor’s degree in Business or related field

  • 5 years’ experience in Treasury Management

  • Experience providing demos and pricing for standard Treasury Management offerings

  • CTP Certification

Additional Requirements:

  • Travel 10% - 20% for both internal coordination and onsite client engagement work.

Compensation

The compensation range for this position is $95,000.00 - $105,000.00 annually. This position will be eligible for commission or an annual performance incentive plan. The base pay actually offered will vary depending on job-related knowledge, skills, location, experience and take into account internal equity.

Benefits

In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees’ whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked:

  • Healthcare (Medical, Dental, Vision)

  • Paid Time Off, Volunteer Time Off, and Holidays

  • Employer-Matched Retirement Plan

  • Employee Stock Purchase Plan

  • Short-Term and Long-Term Disability

  • Infertility Treatment, Adoption and Surrogacy Assistance

  • Tuition Reimbursement

These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families.

Deluxe Corporation is an Equal Employment Opportunity employer:
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.
 

Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.

Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [email protected].

Top Skills

Ctp Certification
Microsoft Office Suite
Treasury Management

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