The
Treasury Management Consultant is responsible for serving as the primary client-facing Treasury Management advisor responsible for winning new business, expanding existing relationships, generating deposits, supporting rate strategy, delivering treasury, payment, and working capital solutions in partnership with Commercial Banking.
As a Treasury Management Consultant, you will:Primary Responsibilities:- Drive Treasury Management revenue, deposit growth, and portfolio expansion across current and prospective clients.
- Lead client planning, calling, and portfolio strategy in close partnership with Commercial Banking to drive new and existing business.
- Serve as the Treasury Management subject matter expert in client engagements, aligning solutions to treasury, payments, and working capital needs.
- Own pricing, proposals, negotiation support, and client presentations to improve relationship profitability and growth.
- Coordinate pre-call and post-call planning, lead strategy sessions with Commercial Banking partners, and maintain strong understanding of top client industries.
- Provide commercial banker education and opportunity support to strengthen Treasury solution awareness and client engagement across the market.
- Maintain timely and accurate Salesforce pipeline, calling activity, and meeting tracking to support visibility, follow-through, and disciplined execution.
- Support implementation follow-through, client experience, and risk-aware execution across the sales lifecycle.
General:- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Success Measures:- Revenue, deposit growth, portfolio expansion, and profitability
- Client planning, calling activity, strategy sessions, and pipeline progression
- Quality of pricing, proposals, solution advisory, and client presentations
- Partnership with Commercial Banking and internal business partners
- Timeliness and accuracy of Salesforce updates and meeting tracking
- Implementation follow-through, client experience, and risk management
Qualifications:- Bachelor's degree or equivalent experience
- At least 2-4 years in Treasury Management, payments, banking, or related client support
- Demonstrates ability to manage an assigned portfolio, complete pricing and proposals, and move opportunities from client engagement through submission to implementation.
Benefits:- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
