Treasury Management Advisor

Job Summary

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.

Essential Functions

• 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 to maximize technology tools and gain efficiency

• Work as part of a team

• Work with on-site equipment

Education+ Work Experience preferred

• Bachelor's degree in Business, Finance, or related experience

• 2-6 year of lending/banking experience

• 6-8 years of customer service/sales experience

• Ability to analyze financial data

• Secure CTP designation upon hire

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