Strategic Solutions Consultant

Position Summary

• The Treasury Management Solutions Consultant serves as a senior consultative
• sales and product expert responsible for helping clients and prospects achieve
• their financial and operational objectives through innovative treasury
• management solutions. This role combines deep product expertise with business
• development, solution design, sales execution, and market intelligence to drive
• revenue growth, enhance client relationships, and support strategic treasury
• initiatives.
• The individual partners closely with Treasury Management Advisors, Financial
• Advisors, Product Management, and other internal stakeholders to develop and
• deliver customized solutions that address client needs while supporting the
• bank's growth objectives. The role requires extensive treasury management
• knowledge, strong consultative selling skills, and the ability to articulate
• complex product capabilities to clients, prospects, and internal partners.
• Key Responsibilities

Business Development & Sales

• Develop and execute territory-based sales plans in partnership with Treasury

Management Sales Consultants and Relationship Managers.

• Generate new business opportunities through prospecting, client discovery,

pipeline management, and consultative sales activities.

• Achieve annual sales goals and activity targets while contributing to overall

treasury management growth objectives.

• Identify opportunities to expand and deepen existing client relationships

through treasury management and payment solutions.

• Lead solution discussions, presentations, and client meetings to demonstrate

value and drive successful outcomes.

• Negotiate and influence sales opportunities while maintaining a strong focus

on customer satisfaction.

Treasury Management Consulting & Product Expertise

• Serve as a subject matter expert across treasury management products,

services, and emerging payment solutions.

• Be able to inspect, review, and comment on client or bank provided file

• formats, specifications, test files, production files. In the requirements and
• technical sales phase, scope preliminary file designs, assist client and their
• partners with review, and additionally should a custom route be applicable to
• assist in design and shape within the limits of our service offering.

• Provide consultative guidance to clients, prospects, sales teams, and

• relationship managers on product functionality, positioning, pricing, and
• strategic application.

• Manage complex product inquiries, including responses to non-standard RFPs and

customized solution requests.

• Design and recommend solutions that improve clients' financial processes,

operational efficiency, liquidity management, and payment workflows.

• Deliver product demonstrations and presentations to internal and external

audiences.

Client & Partner Engagement

• Partner with internal and external stakeholders to develop comprehensive

treasury solutions that meet client objectives.

• Build and maintain strong relationships with clients, prospects, product

partners, and sales teams.

• Participate in industry events, client seminars, and sales programs to promote

treasury management capabilities.

• Provide timely updates on sales activities, pipeline performance, and market

opportunities.

• Mentor less experienced sales professionals and contribute to team development

initiatives as needed.

Product Strategy & Industry Leadership

• Collaborate with Product Management teams to identify market needs and

recommend product enhancements.

• Leverage client and prospect feedback gathered throughout the sales process to

influence product development and innovation.

• Stay current on competitive offerings, treasury management trends, payment

technologies, and financial supply chain developments.

• Maintain knowledge of ERP systems, Treasury Workstations (TWS), payment

platforms, and related business process technologies.

• Serve as a key contributor to treasury management strategic initiatives and

• business growth programs.
• ________________________________________
• Qualifications

Required Experience

• 7+ years of treasury management, treasury management sales, business

development, payments, or related financial services experience.

• Demonstrated success in consultative sales, business development, and

relationship management.

• Proven track record of meeting or exceeding sales goals and revenue

objectives.

• Extensive experience presenting treasury solutions to executive-level decision

makers.

Required Knowledge & Skills

• Deep knowledge of treasury management products, services, and payment

solutions.

• Strong understanding of business processes beyond treasury, including

financial operations and working capital management.

• Experience with Enterprise Resource Planning (ERP) systems, Treasury

• Workstation (TWS) applications, payment systems, and related financial
• technology platforms.

• Understanding of file formats, API, and knowledge of technical requirements

needed for product performance applied to client configuration and requirements.

• Exceptional verbal, written, presentation, and interpersonal communication

skills.

• Strong analytical, solution-design, negotiation, and influencing abilities.
• Ability to translate complex technical capabilities into business value for

clients and prospects.

• Ability to manage multiple priorities and work effectively across a matrixed

organization.

• Problem solving in complex environments across teams, with the ability to be

• empowered to care for issues, create solutions while caring for our customers
• and keeping the Firm within risk tolerances / mitigation / acceptance.

• 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 Administration, Finance,
• Computer Science/Information Technology, Marketing or a related field or an
• equivalent combination of education and experience.

• Minimum Experience: Eight years of experience in treasury and payment services
• and/or commercial banking or corporate treasury. Regular office environment;

Required Knowledge, Skills & Abilities

• May sit for long periods of time;
• Talk and hear regularly;
• Use of hands, ability to reach;
• Ability to see objects up close or at a distance, use peripheral vision,

identify basic colors;

• Up to 10 pounds weight lifting/force exertion required;
• Weight/force exertion required less than 10% of the time;
• Travel required up to 35% of the time.