Associate Payments Strategist, Consumer & Retail

This is a fully remote position, open to applicants in Illinois, +2 more states.

📋 Description

• Collaborate with Treasury Management Officers, Commercial Bankers, Relationship Managers, and internal partners to enhance client coverage, joint calling initiatives, and relationship strategies.

• Act as the primary day-to-day contact for assigned client relationships, ensuring timely and responsive follow-up.

• Engage in client and prospect meetings to gain insight into business objectives, cash flow processes, operational challenges, and potential relationship opportunities.

• Identify, structure, and facilitate treasury management solutions across various domains such as payments, receivables, fraud prevention, liquidity, commercial card, and digital channels.

• Create treasury reviews, pricing analyses, proposals, presentations, RFP responses, and additional sales-support documentation.

• Conduct portfolio assessments and monitor client activities to uncover opportunities for revenue growth, retention, expansion, optimization, and risk management.

• Assist in pipeline creation, opportunity monitoring, CRM accuracy, deal documentation, and sales progression.

• Oversee onboarding, implementation, service, product, and follow-up actions.

• Ensure compliance with risk management, documentation, and banking standards; escalate issues as needed and facilitate timely resolutions.

• Cultivate and maintain expertise in treasury management products, sales methodologies, industry trends, client sectors, and financial workflows.

• Contribute to achieving team goals related to sales, retention, revenue growth, and client satisfaction.

• Perform additional tasks as required and adapt to shifting priorities.

⛳️ Requirements

• A minimum of 2 years of experience in Treasury Management, Commercial Banking, or Payments.

• Bachelor’s degree or equivalent professional experience.

• Proven track record of supporting sales initiatives and managing client relationships.

• Familiarity with treasury management products and solutions.

• Excellent communication, organizational, and client-facing skills.

• Strong capability to swiftly assess client needs and deliver customized solutions.

• Outstanding communication skills and executive presence.

• Ability to collaborate effectively with internal stakeholders and establish rapport quickly both internally and externally.

• Basic understanding of commercial banking payment solutions.

🏝️ Benefits

• Incentive compensation plan based on company, line of business, and/or individual performance.

• Comprehensive benefits programs that support physical, financial, emotional, and social well-being.

• Benefits available for employees and their families.