Treasury Management Cnslt III

Old National Bank•Chicago, IL

20h

About The Position

Old National Bank is seeking a Treasury Management Consultant (TMC) responsible for generating new Treasury Management revenue and developing full-service TM relationships with new and existing professional medical practices. This role partners closely with Commercial Relationship Managers and internal stakeholders to advise clients on deposit, liquidity, risk, and working capital needs. The TMC acts as a trusted advisor, building and managing a book of business through prospecting, growing deposits, solution development, portfolio management, and cross-selling Old National Bank products and services to support client businesses, optimize cash flow, and minimize financial risk. This role primarily supports Professional Medical Services.

Requirements

BS/BA degree in Business/Finance preferred or H.S. diploma/GED with equivalent experience.
5-10 years of banking experience preferred.
3-5 years of experience in treasury management sales, service and/or support.
Professional Medical Services Banking expertise preferred.
2 years of sales/business development experience preferred.
Sufficient and demonstrated knowledge and understanding of bank payment systems, treasury management solutions and competitive practices.
Possesses knowledge and understanding of numerous Treasury Management products.
CTP Certification preferred.
Demonstrated willingness to learn, implement feedback and act.
Demonstrated ability to develop strong working relationships with clients and internal partners.
Demonstrated client service experience required (phone and face-to-face); track record of client interactions and proactive solution development.
Ability to work with multiple clients simultaneously, managing time in a fast-paced environment and applicable resources to ensure work is completed efficiently and within established timeframes; manage projects efficiently and effectively.
Strong problem-solving and critical thinking aptitude; thorough and timely follow-up skills with the ability to make independent decisions based on researched conclusions.
Excellent written and oral communication skills; able to communicate effectively with all levels in and outside of the organization.
Demonstrated ability to grow and develop and/or manage (retain) an assigned (or segment) client portfolio.
Ability to work well with others in a collaborative environment as well as the ability to work independently with little supervision or day-to-day guidance.
Fluent with Microsoft Office programs and unique Treasury Management software/system knowledge, ONB’s system is preferred.
Position may require the need to travel to other Old National, prospect, new, or existing client or meeting locations.

Nice To Haves

Professional Medical Services Banking expertise
CTP Certification

Responsibilities

Achieve Sales Targets: Devise and execute a plan to achieve sales goals and drive fee income to the assigned segment and territory, including a prospect calling strategy and cross-sell strategy.
Client Engagement: Perform and lead new or existing client call preparation, Business Process Reviews, proposal generation, presentations, relationship reviews, client and industry trend analysis, working capital analysis and interpretation, and pricing proforma.
Financial Analysis: Analyze client financial statements and use industry benchmarks to provide insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the relationship and/or retention strategy.
Solution Development: Identify new or existing client needs, prepare a thorough proposal, and present customized client-focused TM solutions that include working capital analysis.
Collaboration: Work jointly with cross-functional teams and assist in overall solution development and value proposition.
Communication: Persuasively communicate Old National’s value-add proposition to both internal and external clients to influence sales outcomes.
Market Awareness: Understand competition capabilities/gaps and how to position Old National.
Pipeline Management: Actively manage and maintain a new client or bringing TM to a current client via a sales pipeline; focus on retaining clients and cross-selling.
Partner Communication: Educate and advise RMs and other calling partners of new TM product initiatives and maintain lines of communication regarding new product developments, pipeline, and calling strategies.
Relationship Management: Facilitate Treasury Management related communications to new or existing clients and conduct client reviews (minimum annually).
Client Service: Work closely with assigned TM Analyst to ensure excellent client service on an on-going basis.
Documentation: Work with TM Analyst to ensure proper account documentation, including accurate pricing and ongoing reporting and audit requirements.
Teamwork: Foster a spirit of teamwork and cooperation across business lines.