Strategic Solutions Consultant
Quick Summary
Responsibilities
~2 min read
• 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.
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.
Location & Eligibility
Listing Details
- First seen
- September 28, 2026
- Last seen
- September 28, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 57%
- Scored at
- September 28, 2026
Signal breakdown
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