Senior consultant

Tru Treasury is seeking a strategic thinker and experienced treasury management professional to join their Advisory Practice as a Senior Consultant.

This role is ideal for someone with strong analytical and client-facing skills who can translate operational treasury management experience into strategic recommendations and polished executive-level deliverables for credit unions and community banks.

The Senior Consultant owns engagement workstreams from discovery through delivery. You will lead client-facing analysis, build the deliverables that drive the recommendation, and partner with the Practice Lead and SMEs to shape strategy and earn renewals. This role is for someone who has operated inside a treasury management function and now wants to translate that experience into prescriptive advice for executive teams at credit unions and community banks.

About the Advisory Practice

The Advisory Practice is Tru Treasury's consulting arm. We deliver project-based engagements that produce concrete operational outcomes: commercial treasury program designs, policy and procedure libraries, vendor diligence and selection frameworks, ACH and risk programs, compliance reviews, pricing and profitability models, organizational design, and implementation roadmaps. Every engagement is scoped, prescriptive, and benchmarked against high-quality delivery standards. We are hiring a Senior Consultant to expand engagement capacity, broaden the client portfolio, and strengthen the practice as it scales.

The Advisory Practice is being constructed from the ground up, and the consultants who join in this phase will help define the methodology, the IP, and the delivery model that the practice runs on for the next decade. We are not asking you to slot into a mature machine. We are asking you to help build the machine.

You will be

• Leading engagement workstreams across the consulting lifecycle, including discovery, current-state assessments, market and pricing analysis, gap analysis, operating model design, vendor evaluations, policy and procedure development, compliance reviews, and implementation planning.
• Developing polished client-ready deliverables in Word, Excel, and PowerPoint, including financial models, organizational designs, RACI matrices, risk frameworks, vendor scorecards, pricing analyses, executive presentations, and compliance documentation.
• Facilitating client working sessions and executive leadership readouts while managing agendas, guiding discussions, capturing decisions, and driving engagements forward.
• Conducting market and industry research across credit unions, community banks, and the broader treasury management landscape, and translating findings into strategic recommendations.
• Partnering with Practice Leadership and subject matter experts on engagement scoping, proposal development, pricing discussions, and pipeline management.
• Contributing to the growth of the Advisory Practice through methodology refinement, deliverable templates, internal resources, thought leadership, and mentoring newer team members.
• Managing engagement timelines, budgets, utilization expectations, and internal project tracking requirements.

What You Will Bring

• Bachelor's degree.
• 7+ years of experience in financial services, including treasury management, commercial banking, payments, or treasury consulting environments.
• Hands-on experience building, supporting, or optimizing treasury management programs within a bank, credit union, or financial institution.
• Working knowledge of treasury products and operations, including ACH and wire processing, fraud and risk management, onboarding, pricing strategy, vendor management, and digital treasury platforms.
• Strong executive presence with the ability to facilitate conversations and working sessions across all levels of an organization.
• Advanced proficiency in Excel, PowerPoint, and Word, including financial modeling, executive presentations, and structured deliverable development.
• Ability to translate complex operational challenges into practical, actionable recommendations for financial institutions.
• Strong organizational, analytical, and project management skills with the ability to manage multiple priorities and engagement timelines.

Preferred Experience

• Prior consulting experience at a Big 4, boutique consulting firm, or treasury advisory practice.
• VP, Director, or Senior Manager-level experience inside a treasury management function at a community bank, regional bank, or credit union.
• Familiarity with core platforms common in the credit union and community bank space (Symitar, DNA, Corelation, Q2, Alkami) and with treasury product platforms (Bottomline, Q2 Treasury, Finzly, FedNow rails).
• CTP, AAP, or equivalent treasury credentials.
• Experience with ACH risk underwriting, BSA/AML touchpoints in commercial banking, and FFIEC examination expectations.

As a Senior Consultant, you will work remotely while partnering closely with credit unions, community banks, and internal leadership teams across the country. This role requires occasional travel to client sites and Tru Treasury team meetings as needed (estimated 5-10%).

Candidates based in the Southwest U.S. are strongly preferred, particularly those located in Utah, Nevada, Arizona, or Texas. Candidates must be able to work within Mountain, Central, or Pacific time zones.

About Tru Treasury

Tru Treasury is a CUSO-affiliated (Credit Union Service Organization) treasury management firm that partners with credit unions and community banks across the country to build, operate, and scale commercial treasury programs. We sit on our clients' side of the table. We help executive teams figure out what their business members and commercial customers actually need, where their gaps are, what platforms and partners make sense for their situation, and how to build the people and processes that deliver a treasury management program that competes with regional and money center banks.

Tru Treasury is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law.

Tru Treasury enforces a drug-free workplace policy and employment offers are contingent on drug-screen and background check.