TREASURY MANAGEMENT CONSULTANT-LOUISVILLE

Position Title: Treasury Management Consultant  

Department: Louisville Market                    

Reports To: Louisville Market President

General Summary/Purpose

The Treasury Management Consultant is responsible for growing the bank's treasury management portfolio across the Louisville market by prospecting, selling, and implementing cash management solutions for middle-market and commercial clients. This is a hybrid role that combines consultative business development — engaging directly with CFOs, controllers, treasurers, and business owners — with the operational expertise to onboard, support, and retain treasury clients. The Treasury Management Consultant will be competent in consultative selling and active listening, self-motivated and disciplined in pipeline management, and be able to collaborate across lending, operations and the technology teams.

Key Duties and Responsibilities

  #1 Sales & Business Development                                                 Percentage of time:  60_%

• Prospect and develop new treasury management relationships through outbound calling, referrals from commercial lenders, networking events, industry associations, and community involvement in the Louisville market.
• Conduct discovery meetings with CFOs, controllers, treasurers, owners, and other senior financial leaders to understand their cash flow, liquidity, fraud-prevention, and payables/receivables challenges.
• Present and recommend treasury solutions, including ACH origination, wire transfer services, remote deposit capture, positive pay and fraud mitigation tools, merchant services, sweep and zero-balance accounts, lockbox, business online banking, and liquidity management solutions.
• Prepare proposals, pricing analyses, and ROI/business-case presentations; negotiate pricing within established guidelines.
• Partner with commercial lenders and branch leadership to identify cross-sell opportunities within the existing client base.
• Maintain accurate pipeline records in the bank's CRM, forecast sales activity, and meet or exceed established production goals for new relationships, revenue, and product penetration.
• Represent the bank at community and industry events to build brand presence and referral networks.

#2 Operations & Client Implementation                                         Percentage of time:  40_%

• Manage the end-to-end onboarding process, working closely with the Treasury Operations team, for new treasury clients, including account setup, service agreements, entitlement configuration, user training, and first-payment monitoring.
• Serve as the primary point of contact for treasury clients on service questions, product enhancements, file formatting, and issue resolution; coordinate with operations, deposit operations, and technology teams as needed.
• Conduct annual relationship reviews with existing treasury clients to assess satisfaction, identify additional product opportunities, and support retention.
• Stay current on treasury products, payment systems (ACH, RTP, wire, card), fraud trends, and regulatory requirements; ensure all activity complies with bank policies and NACHA/regulatory guidelines.

Education, Training and Skills Required

(Identify the minimum required to perform the duties and responsibilities.)

____ Limited training normally acquired through high school education

____ Specialized education/training normally acquired through up to 18 months of higher education

____ Education/training equivalent to an Associates’ Degree

__X__ Education/training equivalent to a Bachelors’ Degree

____ Education/training equivalent to a Masters’ Degree

____ Advanced education/training in a recognized field of specialization, e.g. CPA, MBA

____ Other (please specify)

Experience Required

(Identify the minimum required to perform the duties and responsibilities as well as the type of experience required.)

____ None

____ Three months to one year

____ More than one year, fewer than three years

_X__ More than three years, fewer than five years

____ More than five years, fewer than eight years

____ More than eight years