Treasury Management Advisor

Northwest Bank•Columbus, OH

20h•Hybrid

About The Position

The Treasury Management Advisor is responsible for Sales of Treasury Management Services to business customers, including following up on referrals from Consumer Banking, Commercial Banking, Business Banking and Trust Services. This position leads and coordinates the sales presentation effort, develops new business that aligns with assigned goals, and communicates with clients to assure customer service is being maintained.

Requirements

Bachelor’s degree in Business, Finance or related
2-6 years of Lending/Banking experience
6-8 years of customer service/sales experience
Ability to analyze financial data
Obtain CTP designation

Responsibilities

Partner/cultivate relationships with retail offices
Assist Treasury Management Operations Manager with special projects such as introducing new products
Create meaningful relationships with customers to enhance their use of Northwest products and services
Report work progress to supervisor
Co-Plan and co-develop strategic initiatives with Manager
Train departmental personnel on new products and services
Produce quality business proposals
Analyze Northwest and competition’s statements for comparisons
Knowledge of account analysis products
Knowledge of IBS Treasury Management products
Knowledge of non-personal Checking Products
Produce quality Power Point presentations
Knowledge of Municipal Account Product
Knowledge of Sweep Account Product
Analyze/prepare target balance calculations
Analyze/prepare Earning Credit Ratio calculations on analysis accounts
Knowledge of Merchant Services
Knowledge of Business/Debit/Credit Cards
Knowledge of Remote Deposit Capture, ACH, Account Reconciliation, Positive Pay, VISA, Lockbox, and ESCROW Management
Understand business cash flow cycle
Perform face to face presentations and meetings
Follow sales goals and directives
Collaborate with regional team
Prospect/develop new clients
Identify client’s needs and make sound recommendations
Accurately determine possible needs of customers
Coordinate sales efforts with other departments
Determine possible clients for referral
Produce personal accounts from business customers
Perform regular follow-up with customers
Maintain client data in CRM system
Recommend fee generating alternatives
Meet production expectations
Recommend improvements to procedures
Recommend product/service enhancements
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment