Treasury Management Product Consultant

Old National BankIndianapolis, IN
$79,400 - $156,000Onsite

About The Position

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Requirements

  • Bachelor’s degree in Business, Finance, Communications, Computer Science or related field and/or HS diploma/GED with equivalent experience; advanced degree preferred.
  • 3+ years of experience in Product Management, Technical Operations, Customer Support or Technology strongly preferred
  • Experience in financial services, ideally in Commercial products and services
  • Ability to successfully partner with cross-functional teams made up of business line stakeholders, user experience, sales, technology, operations, customer service, risk management, legal/compliance, and data teams
  • Great attention to detail, thoroughness, and soundness in written documentation as well as in the analytical review of data
  • Experience successfully collaborating with others in a change driven environment
  • Ability to influence and build relationships with business line partners, stakeholders, technology leadership, and external partners
  • Anticipates, identifies, and articulates potential issues and opportunities and effectively responds
  • Proven ability to manage processes improvement initiatives to optimize effectiveness and efficiencies --- identifying existing, enhancing for improvement, and implementing new processes
  • Demonstrated ability to develop and execute short-term and long-term strategies related to effective and flexible use of people, systems, structures, processes.
  • Demonstrated ability to translate complex, technical concepts so that they are clearly understood in support of sound decisions to meet business objectives.
  • Manage and optimize the end-to-end product development cycle to reduce overall fulfillment timeline and to ensure projects are completed on time and on budget.
  • Excellent organizational skills are required, including the capacity to effectively manage multiple tasks and priorities while consistently achieving desired outcomes.
  • Demonstrated proficiency and efficacy as an end-to-end problem solver (defining problems, structuring, and building quantitative / qualitative analysis, etc.) to operationalize the business strategy effectively
  • Best in class communication, storytelling, and presentation skills.
  • Inspires others to personally contribute to the organization’s success and our client’s success for the long term.
  • Bachelor of Science preferred with preference given to technology, business and finance concentrations and/or or HS diploma/GED with equivalent experience
  • Strong organizational and analytical skills required
  • Excellent sales and communication skills
  • 3+ Years of Experience in Treasury Management and/or Receivables strongly preferred
  • Experience in customer support strongly preferred
  • 3+ Years of Experience in Treasury Management and/or Receivables required
  • Demonstrated record of meeting targets and growing Receivables portfolios
  • Progressive experience - larger scale, scope, clients, platforms - required
  • Subject matter expert in Receivables with a clear understanding of integration and downstream impacts as well as levering available (and forward thinking) resources to maximize benefits

Nice To Haves

  • Certified Treasury Professional (CTP) certification preferred but not required

Responsibilities

  • Serves as the product solutions architect for services used by Commercial clients to collect payments.
  • Acts as a receivables subject matter expert, primarily responsible for advancing and prioritizing new sales opportunities through direct client engagement.
  • Represents the bank’s Receivables solution set while actively listening for opportunities to support clients with ONB’s full suite of Treasury Management (TM) products and services.
  • Sets pricing strategy on a per-opportunity basis for Receivables solutions.
  • Works in close collaboration with Sales, Product Management, Implementation, and Service partners to drive profitable growth for the bank.
  • Supports the sales team by providing technical expertise during the sales consultation process, including leading and participating in client calls, demonstrations (demos), and meetings as needed.
  • Maintains deep expertise in Receivables capabilities and related functionality.
  • Serves as the subject matter expert for complex Receivables solutions and implementations.
  • Demonstrates working knowledge of broader Treasury Management products and engages additional subject matter experts as appropriate.
  • Develops and delivers product demonstrations and technical overviews tailored to client use cases and business needs.
  • Partners with implementation and support teams to ensure a seamless transition from sales to delivery.
  • Maintains awareness of competitive offerings and market trends to support effective sales positioning.
  • Analyzes the Treasury Management client portfolio to identify opportunities to increase Receivables adoption and utilization.
  • Partners with Treasury Management Sales to propose and execute strategies that drive Receivables growth.
  • Leverages internally developed and/or vendor tools to identify opportunities to expand Receivables success and usage.
  • Supports cross-sell and up-sell efforts by identifying complementary services that enhance client treasury management experience and value.
  • Contributes client insights and utilization trends to product roadmap discussions by partnering with Product Management.
  • Monitors client feedback and product performance, identifying patterns across clients and implementations to inform continuous improvement and rapid issue resolution.
  • Demonstrates sound judgment, speed to action, and pragmatic problem-solving in support of client implementations and ongoing service needs.
  • Maintains strong communication channels with Product Management, IT Support, Operations to support escalation and feedback loops.
  • Drives deposit growth and retention through effective solutioning.
  • Promotes adoption of high-margin receivables services that contribute to overall Treasury Management profitability.
  • Educates internal stakeholders on the financial and strategic value of Receivables solutions to foster alignment and broader adoption.
  • May develop training materials and perform training sessions, as needed, for internal team members as it relates to product management initiatives.

Benefits

  • medical, dental, and vision insurance
  • 401K
  • continuing education opportunities
  • employee assistance program
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