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Treasury Management Consultant Jobs (NOW HIRING)

BCForward

Treasury Management

Dallas, TX · On-site

$28/hr

Treasury Management Sales Associate I Worksite: 8850 Boedeker Street, Dallas, Texas 75225 Duration: 5-month contract Pay Rate: $28/Hr. On W2 JOB PROFILE SUMMARY Sales Associates are part of the Sales ...

BCForward

Treasury Management Sales Consultant

Dallas, TX · On-site

$28/hr

Treasury Management Sales Associate I Worksite: 8850 Boedeker Street, Dallas, Texas 75225 Duration: 4-month contract Pay Rate: $28/Hr. On W2 JOB PROFILE SUMMARY Sales Associates are part of the Sales ...

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How much do treasury management consultant jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for treasury management consultant in the United States is $65.76, according to ZipRecruiter salary data. Most workers in this role earn between $44.23 and $84.86 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Treasury Management Consultant?

To thrive as a Treasury Management Consultant, you need strong financial analysis, cash management expertise, and a solid understanding of banking products, often supported by a degree in finance or business. Familiarity with treasury management systems, payment platforms, and certifications like CTP (Certified Treasury Professional) are highly valued. Excellent client relationship management, problem-solving, and communication skills help consultants deliver tailored solutions and build trust with clients. These skills are crucial for optimizing clients' liquidity, minimizing financial risks, and driving business growth.

How does a Treasury Management Consultant typically collaborate with clients and internal teams to develop effective cash management solutions?

A Treasury Management Consultant works closely with both clients and internal bank teams to assess client needs, identify inefficiencies in current cash management processes, and recommend tailored solutions. This often involves conducting onsite assessments, facilitating workshops, and coordinating with product, sales, and technology teams to implement solutions such as automated payments, fraud prevention tools, and liquidity management systems. Effective collaboration, communication, and project management skills are crucial, as consultants must bridge the gap between client requirements and technical capabilities to ensure successful outcomes.

What is the difference between Treasury Management Consultant vs Cash Management Specialist?

AspectTreasury Management ConsultantCash Management Specialist
CredentialsTypically requires certifications like CTP or CPAMay hold similar certifications but often focuses on operational skills
Work EnvironmentAdvisory roles, consulting firms, corporate treasury departmentsBanking institutions, corporate finance teams
Employer & Industry UsageUsed by financial consulting firms and large corporationsCommon in banks and corporate treasury units
Search & Comparison IntentUnderstanding advisory vs operational roles in treasuryFocusing on cash flow management and banking services

The main difference between a Treasury Management Consultant and a Cash Management Specialist lies in their roles. The consultant provides strategic advice and solutions to optimize treasury functions, while the specialist handles day-to-day cash operations and banking services. Both roles require financial certifications and are integral to corporate finance, but they differ in scope and focus.

What is a treasury management consultant?

A treasury management consultant advises organizations on managing their cash flow, liquidity, banking relationships, and financial risk. They analyze financial data, recommend strategies, and often use tools like treasury management systems to optimize financial operations. Strong analytical skills and knowledge of banking and finance are essential for this role.
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Treasury Management Consultant jobs near you
Infographic showing various Treasury Management Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $136,789 per year, or $65.8 per hour.

Treasury Management

BCForward

Dallas, TX • On-site

$28/hr

Contractor

Medical, Dental, Vision

Posted 25 days ago

Job description

BCforward is seeking a highly motivated and experienced Treasury Management Sales Associate I


Position: Treasury Management Sales Associate I

Worksite: 8850 Boedeker Street, Dallas, Texas 75225

Duration: 5-month contract

Pay Rate: $28/Hr. On W2


JOB PROFILE SUMMARY

Sales Associates are part of the Sales Delivery Team and are responsible for supporting Treasury Management Officers with sales, pricing, portfolio management, and administrative activities that support the treasury management sales process. Responsibilities are completed with limited supervision, in a proactive manner, and involve accountability for execution and decision-making. This role provides exposure to treasury management sales, solution development, and relationship management while developing the skills necessary for future career growth opportunities within Treasury Management and Commercial Banking.


ESSENTIAL DUTIES AND RESPONSIBILITIES

Support assigned Treasury Management Officers throughout the sales process and integrate with local and regional teams.

Support pricing activities, including proformas, profitability analysis, pricing models, approval submissions, and supporting documentation.

Engage in portfolio management activities, relationship reviews, working capital analysis, and identification of revenue enhancement and cross-sell opportunities.

Support proposal and RFP processes, including intake review, coordination of responses, stakeholder engagement, tracking deliverables, and submission support.

Coordinate activities across internal partners to support solution development and execution of sales opportunities.

Maintain sales pipeline reporting, opportunity tracking, and administrative activities that support Treasury Management sales efforts.

Assist with implementation follow-up, service requests, issue resolution, and sales support activities.

Support process improvement initiatives, documentation maintenance, reporting, and special projects.

Participate in internal sales strategy discussions and team meetings as appropriate.

Work jointly with cross-functional partners to deliver an exceptional experience for internal and external clients.


MINIMUM KNOWLEDGE & SKILLS REQUIRED

Minimum 2 years of banking, treasury management, commercial banking, sales support, or related financial services experience.

Strong verbal and written communication skills.

Strong analytical, organizational, and problem-solving skills.

Critical thinking and project management experience.

Ability to manage multiple priorities and deadlines in a fast-paced environment.

Demonstrated initiative and ability to work independently while collaborating effectively across teams.

Proficiency in Microsoft Word, Excel, and PowerPoint.

Experience supporting sales processes, pricing, proposals, RFPs, or portfolio management activities preferred.

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About BCforward

Sourced by ZipRecruiter

BCforward began as an IT business solutions and staffing firm. Founded in 1998, BCforward has grown with our customers' needs into a full service personnel solutions organization. Headquartered in Indianapolis, Indiana, BCforward also operates numerous delivery centers across North America and India. We are currently the largest consulting firm and largest MBE certified firm in Indiana. Our uninterrupted growth has allowed BCforward to deliver uniquely configured IT staffing and project solutions for over years of catering to our customers' specific needs. BCforward currently maintains a team of over 5000 global resources. With our additional brand, Stafforward, together we have the capabilities to deliver services for a variety of industries in both public and private sectors which allows us to address your most challenging needs.

Industry

It services

Company size

5,001 - 10,000 Employees

Headquarters location

Indianapolis, IN, US

Year founded

1998

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