Treasury Management Advisor

OH0713 NW Bancshares HQ

Job Description

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 in order to maximize technology tools and gain efficiency

• Work as part of a team

• Work with on-site equipment

Education + Experience preferred

• 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

This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day.

INDEPENDENCE, OH

• 6480 Rockside Woods Blvd S

Suite 345

Independence, OH 44131

COLUMBUS, OH

• HQ

3 Easton Oval

Columbus, OH 43219

BUFFALO, NY

• 375 Essjay Road

Suite 100

Buffalo, NY 14221

MOUNT JOY, PA

• 101 East Main Street

Mount Joy, PA 17552

WARREN, PA

• 100 Liberty Street

Warren, PA 16365

ERIE, PA

• 800 State Street

Erie, PA 16501

PITTSBURGH, PA

• Bellevue

532 Lincoln Avenue

Bellevue, PA 15202

• Pittsburgh Business Office

525 William Penn Place

Suite 3550

Pittsburgh, PA 15222

WILLIAMSPORT, PA

• 300 Market Street

Williamsport, PA 17701

FISHERS, IN

• 11 Municipal Drive

Suite 150

Fishers, IN 46037

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.