Job Description
The Treasury Management Advisor is responsible for providing expert guidance and strategic support to clients in the areas of cash management, liquidity solutions, and financial risk mitigation. This role works closely with corporate clients to assess their treasury needs, recommend tailored solutions, and ensure the effective implementation of treasury management products and services. The Treasury Management Advisor collaborates with internal teams and senior leadership to deliver innovative solutions that enhance client satisfaction and support organizational growth.
Job Duties and Responsibilities:
- Advise clients on treasury management solutions, including cash concentration, disbursement, fraud prevention, and liquidity management; assess client needs and recommend customized products and services; support clients through onboarding, implementation, and ongoing account management; maintain up-to-date knowledge of industry trends, regulations, and product offerings; collaborate with internal teams to resolve client issues and ensure satisfaction; provide training and education to clients on treasury management products; identify opportunities for business growth and cross-selling additional services; prepare reports and presentations for clients and senior management.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Qualifications
Minimum Education: Bachelor's degree in business, finance, or a related field;
Minimum Experience: minimum of 10 years of experience in treasury management, cash management, or corporate banking;
Required Knowledge, Skills & Abilities: strong knowledge of treasury management products, industry regulations, and payment technologies; proven track record of client relationship management and consultative sales; excellent communication, problem-solving, and organizational skills; experience with process improvement and project management; professional certifications in treasury management or financial services are preferred.
