Treasury Management Consultant

POSITION: TREASURY MANAGEMENT CONSULTANT

Position Summary:

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being.  We are committed to exceeding expectations and having a strong commitment to diversity. The Treasury Management Consultant is responsible for selling Treasury Management solutions to clients and prospects and working with Commercial Lending Officers on treasury management service proposals in conjunction with commercial loan sales efforts. 

Key Result Areas: 

·Develop new business relationships in assigned markets.

·Manage existing business customer relationships and increase relationship value through cross-selling.

·Call on businesses referred to by lenders or other areas of the Bank and make joint sales calls with Commercial Lending Officers.

·Initiate leads through outside sources.

·Analyze customers’ needs and recommend appropriate products.

·Prepare prospective customer proposals.

·Refer customers to other departments to maximize opportunities.

·Assist the Treasury Management Implementation and Training manager as needed with new client on-boarding or new service installation.                                               

·Maintain high visibility within the market by involvement in community organizations.

·Interface with support departments to provide product delivery while adhering to existing bank policies.

·Perform additional duties as required.

Qualifications:

·5 + years of banking experience in Treasury/Cash Management with thorough knowledge of cash management products.

·Demonstrated sales skills with a history of proven results.

·Ability to establish and maintain effective working relationships with internal and external customers.

·Proficient in MS Office and experience with CRM tools preferred.

·Strong analytical and problem-solving skills.

·Ability to achieve goals while working independently.

·Excellent written and oral communication skills.  

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job.

Location:Hybrid/Waltham, MASalary Range:$140,000 - $185,000

  The reasonably estimated salary for this role at Cambridge Savings Bank ranges from $140,000 - $185,000. Cambridge Saving Bank will determine actual compensation for the role based on factors including, but not limited to, the successful candidate’s skills, qualifications, and experience. In addition, Cambridge Savings Bank offers a wide range of comprehensive and inclusive employee benefits for full-time roles including healthcare, parental planning, mental health benefits, performance bonus opportunities, a 401(k) plan and match, flexible time off, and others.

Visa Sponsorship: Cambridge Savings Bank is unable to sponsor or take over sponsorship of an employment visa for this role at this time.

About Cambridge Savings Bank:

  Cambridge Savings Bank is a full-service banking institution with over $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. To learn more about how we can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship.Member FDIC. Equal Housing Lender. NMLS # 543370.