Incedo Inc.
Subject Matter Expert - Treasury Management & Business Banking
Incedo Inc. - Trenton, New Jersey, United States
Work at Incedo Inc.
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Overview
Subject Matter Expert - Treasury Management & Business Banking
Subject Matter Expert - Treasury Management & Business Banking
15 hours ago Be among the first 25 applicants Direct message the job poster from Incedo Inc. Deputy Manager - Talent Acquisition @Incedo
Position Overview: We are seeking a highly skilled Subject Matter Expert (SME) with specialized knowledge of Treasury Management and Business Banking. This SME will provide strategic insights and actionable recommendations to enhance Treasury and Business Banking initiatives, product development, client segmentation, and digital transformation efforts. The ideal candidate will also bring strong sales and pre-sales experience to support go-to-market execution, client engagements, and revenue growth initiatives across business banking and treasury services. Key Responsibilities: Provide deep domain expertise on
Treasury Management
and
Business Banking
product suite, including cash management, payments, liquidity solutions, fraud mitigation, and digital banking platforms. Collaborate with cross-functional teams (product, marketing, sales, operations, digital, and compliance) to shape the strategy and optimize client experiences. Evaluate competitive landscape and market trends to inform strategic positioning and product differentiation. Advise on enhancements to existing product offers and help identify opportunities for innovation and expansion. Support creation and refinement of deliverables, including customer personas, value propositions, sales enablement tools, training content, and launch readiness plans. Act as a trusted advisor on regulatory, operational, and risk considerations impacting treasury and business banking solutions. Participate in stakeholder meetings and workshops, translating technical banking insights into actionable business recommendations. Thought Leadership Able to understand client needs, develop proposed solutions, and deliver high-impact initiatives by consulting and partnering with our clients to help them support and transform their
Treasury Management
and
Business Banking
Business and advance their position in the market. Build client relationships to sustain Incedo’s profile as a long-term trusted advisor and partner. Develop unique points of view on Treasury Management and Business Banking topics relevant to our clients such as improving client satisfaction, achieving sales and revenue targets, and operational efficiency. Manage and coach junior team members while continuing to grow your own expertise to help Incedo maintain its thought leadership position. Originate, qualify, and close new opportunities for Incedo with our Banking and Capital Markets clients especially in the area of
Treasury Management
and
Business Banking
(product suite, including cash management, payments, liquidity solutions, fraud mitigation, and digital banking platforms), including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design. Drive pipeline opportunities from initial idea to contract to implementation, leveraging the best capabilities and offerings across Incedo. Manage performance and profitability of sold deals, and identify opportunities for extension, cross-sell, or up-sell. Required Qualifications: 10+ years of experience in business banking and/or treasury management, with strong knowledge of the banking ecosystem preferred. Prior experience in a subject matter expert, product management, consulting, or GTM advisory role within a financial institution or fintech. Proven sales and/or pre-sales experience supporting commercial banking or treasury solutions, including direct client interaction, RFP/RFI responses, solutioning, and contributing to revenue generation. Deep understanding of treasury frameworks, customer segmentation strategies, and commercial banking client needs (SMB through mid-market). Experience partnering with sales teams to develop value-based propositions, respond to client-specific requirements, and support product demonstrations. Familiarity with relevant banking regulations (e.g., ACH, NACHA, KYC/AML, PSD2, etc.) and risk/compliance considerations. Strong analytical, communication, and stakeholder management skills. Ability to synthesize complex financial products into clear, client-centric messaging and insights. Experienced with managing executive level client relationships, acting as a trusted advisor, while managing junior team members to deliver high-quality solutions. Ready to dive deep into problem solving using creative and analytical thinking to transform challenges into opportunities. Energized by working in an agile, fast-paced environment and are at your best when collaborating with a team. Familiar with the selling processes and have pitched proposals and solutions to help solve client challenges. Preferred Qualifications: Previous consulting or pre-sales engineering experience with a U.S. commercial bank or fintech serving business clients. Knowledge of digital transformation trends and innovations in cash management and business banking. MBA or relevant financial certifications (e.g., CTP, CFA, PMP) are a plus Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Incedo Inc. by 2x Get notified about new Treasury Management Specialist jobs in
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Subject Matter Expert - Treasury Management & Business Banking
15 hours ago Be among the first 25 applicants Direct message the job poster from Incedo Inc. Deputy Manager - Talent Acquisition @Incedo
Position Overview: We are seeking a highly skilled Subject Matter Expert (SME) with specialized knowledge of Treasury Management and Business Banking. This SME will provide strategic insights and actionable recommendations to enhance Treasury and Business Banking initiatives, product development, client segmentation, and digital transformation efforts. The ideal candidate will also bring strong sales and pre-sales experience to support go-to-market execution, client engagements, and revenue growth initiatives across business banking and treasury services. Key Responsibilities: Provide deep domain expertise on
Treasury Management
and
Business Banking
product suite, including cash management, payments, liquidity solutions, fraud mitigation, and digital banking platforms. Collaborate with cross-functional teams (product, marketing, sales, operations, digital, and compliance) to shape the strategy and optimize client experiences. Evaluate competitive landscape and market trends to inform strategic positioning and product differentiation. Advise on enhancements to existing product offers and help identify opportunities for innovation and expansion. Support creation and refinement of deliverables, including customer personas, value propositions, sales enablement tools, training content, and launch readiness plans. Act as a trusted advisor on regulatory, operational, and risk considerations impacting treasury and business banking solutions. Participate in stakeholder meetings and workshops, translating technical banking insights into actionable business recommendations. Thought Leadership Able to understand client needs, develop proposed solutions, and deliver high-impact initiatives by consulting and partnering with our clients to help them support and transform their
Treasury Management
and
Business Banking
Business and advance their position in the market. Build client relationships to sustain Incedo’s profile as a long-term trusted advisor and partner. Develop unique points of view on Treasury Management and Business Banking topics relevant to our clients such as improving client satisfaction, achieving sales and revenue targets, and operational efficiency. Manage and coach junior team members while continuing to grow your own expertise to help Incedo maintain its thought leadership position. Originate, qualify, and close new opportunities for Incedo with our Banking and Capital Markets clients especially in the area of
Treasury Management
and
Business Banking
(product suite, including cash management, payments, liquidity solutions, fraud mitigation, and digital banking platforms), including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design. Drive pipeline opportunities from initial idea to contract to implementation, leveraging the best capabilities and offerings across Incedo. Manage performance and profitability of sold deals, and identify opportunities for extension, cross-sell, or up-sell. Required Qualifications: 10+ years of experience in business banking and/or treasury management, with strong knowledge of the banking ecosystem preferred. Prior experience in a subject matter expert, product management, consulting, or GTM advisory role within a financial institution or fintech. Proven sales and/or pre-sales experience supporting commercial banking or treasury solutions, including direct client interaction, RFP/RFI responses, solutioning, and contributing to revenue generation. Deep understanding of treasury frameworks, customer segmentation strategies, and commercial banking client needs (SMB through mid-market). Experience partnering with sales teams to develop value-based propositions, respond to client-specific requirements, and support product demonstrations. Familiarity with relevant banking regulations (e.g., ACH, NACHA, KYC/AML, PSD2, etc.) and risk/compliance considerations. Strong analytical, communication, and stakeholder management skills. Ability to synthesize complex financial products into clear, client-centric messaging and insights. Experienced with managing executive level client relationships, acting as a trusted advisor, while managing junior team members to deliver high-quality solutions. Ready to dive deep into problem solving using creative and analytical thinking to transform challenges into opportunities. Energized by working in an agile, fast-paced environment and are at your best when collaborating with a team. Familiar with the selling processes and have pitched proposals and solutions to help solve client challenges. Preferred Qualifications: Previous consulting or pre-sales engineering experience with a U.S. commercial bank or fintech serving business clients. Knowledge of digital transformation trends and innovations in cash management and business banking. MBA or relevant financial certifications (e.g., CTP, CFA, PMP) are a plus Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Incedo Inc. by 2x Get notified about new Treasury Management Specialist jobs in
New Jersey, United States . Treasury Management Subject Matter Expert
Treasury Management Client Onboarding Specialist II
Senior Treasury Management Client Support Specialist
Senior Treasury Management Client Support Specialist
Senior Treasury Management Client Support Specialist
Treasury Management Client Onboarding Specialist III
Head Commercial Lending Operations and Servicing, Shared Services (US)
Mount Laurel, NJ $230,000.00-$300,000.00 2 days ago Senior Treasury Management Sales Associate
Iselin, NJ $65,200.00-$93,200.00 5 days ago Principal Consultant - Commercial Lending Loan IQ (Financial Services)
Business Analyst - Retirement Plan / Employee Benefits/ 401(k) Plan Background
Piscataway, NJ $110,000.00-$120,000.00 22 hours ago Business Analyst ACI – Money Transfer System (MTS)
Jersey City, NJ $92,000.00-$136,000.00 2 weeks ago Short Hills, NJ $120,400.00-$287,600.00 1 day ago Payments BA experience with ACH - C77666 6.8 Whippany, NJ
KYC BA, Consumer Banking and Payments - C72774 5.2 Whippany, NJ
Weehawken, NJ $130,000.00-$135,000.00 4 days ago New Jersey, United States $65,000.00-$80,000.00 19 hours ago Relationship Managers - Commercial Lending - Opportunities throughout New Jersey
Iselin, NJ $92,300.00-$219,800.00 4 months ago Treasury Risk Analyst, Assistant Vice President
New Jersey, United States $90,000.00-$110,000.00 1 week ago Florham Park, NJ $100,000.00-$125,000.00 2 weeks ago Jersey City, NJ $150,000.00-$190,000.00 3 weeks ago Englewood Cliffs, NJ $37.00-$39.00 3 days ago Morristown, NJ $100,000.00-$130,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr