Commercial Treasury Solutions Advisor

Kforce is seeking a client-focused Commercial Treasury Solutions Advisor in San Antonio, TX. This permanent, high-impact role involves onboarding and supporting commercial clients with tailored treasury services. Responsibilities include building a client pipeline, onboarding new accounts with targets of $5+ million annually and 10+ treasury services monthly, delivering product demos, and collaborating with banking teams for seamless service. The ideal candidate is a self-driven professional with strong sales acumen and treasury expertise, open to relocation.

Must Have

• Proactively build and manage a pipeline of commercial clients through referrals and targeted outreach
• Onboard new accounts, aiming to bring in $5+ million in new business annually
• Close 10+ treasury services per month
• Deliver personalized demos and training on treasury products (merchant services, etc.)
• Collaborate with internal banking teams and support seamless onboarding and service delivery
• 5+ years in treasury management or commercial banking roles
• Strong communication and presentation skills, with a consultative approach
• Proficiency in Microsoft Office, CRM tools, and banking platforms
• Ability to manage multiple priorities and travel locally as needed

Perks & Benefits

• Medical/dental/vision insurance
• HSA
• FSA
• 401(k)
• Life, disability & ADD insurance (to eligible employees)
• Paid time off (for salaried personnel)
• Paid sick leave (for hourly employees on a Service Contract Act project)

Description

Join a growing team as a Commercial Treasury Solutions Advisor! Kforce has a client in San Antonio, TX that is seeking a client-focused Commercial Treasury Solutions Advisor where you will play a pivotal role in onboarding and supporting commercial clients through tailored treasury services. This is a high-impact, client-facing role ideal for a self-driven professional with strong sales acumen and treasury expertise. You will leverage referrals, build relationships, and help drive growth across San Antonio. This position is open to relocation.

Key Responsibilities:

• Proactively build and manage a pipeline of commercial clients through referrals and targeted outreach
• Onboard new accounts, aiming to bring in $5+ million in new business annually and close 10+ treasury services per month
• Deliver personalized demos and training on treasury products (merchant services, etc.)
• Collaborate with internal banking teams and support seamless onboarding and service delivery

Requirements

• 5+ years in treasury management or commercial banking roles
• Strong communication and presentation skills, with a consultative approach
• Proficiency in Microsoft Office, CRM tools, and banking platforms
• Ability to manage multiple priorities and travel locally as needed

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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