Treasury Management Direct Advisor

Job Description

The Treasury Management Direct Advisor is responsible for Sales of Treasury Management Services to small business bank customers. The Treasury Managment Direct Advisor will proactively engage with their retail / consumer and small business bankers to identify additional opportunities to deepen existing relationships, acquire new deposits and grow business households. They will follow up on all TM referrals from Consumer Banking, Commercial Banking, Business Banking and Trust Services. This position will partner with Office Managers and small business bankers to conduct cash flow conversations and coordinate sales presentations with client and / or prospect. The Treasury Management Direct Advisor will continue to coach Officer Managers and Business Bankers to identify and refer TM opportunities and partner to achieve assigned TM goals. The Treasury Management Direct Advisor will communicate and follows up with customer to create a positive onboarding customer experience.

Essential Functions

Partner / cultivate relationships with retail offices and small business bankers

Report work progress to supervisor

Co-Plan and co-develop strategic initiatives with TM Direct Team leader

Train partners on TM and how to identify and refer new products and services

Produce accurate TM proposals

Analyze Northwest and competition's statements for comparisons

Knowledge of NWB business DDA's and Business Analysis account

Knowledge of ICS Treasury Management solution

Produce quality Power Point presentations

Knowledge of Municipalities

Knowledge of Sweep Account Product

Analyze / prepare Earning Credit Ratio calculations on analysis accounts

Knowledge of Merchant Services

Knowledge of Business / Debit / Credit Cards

Knowledge of all TM solutions, including Remote Deposit Capture, ACH, Information reporting, Positive Pay solutions, Lockbox, and ESCROW Management

Understand business cash flow cycle

Conduct virtual sales presentations or deliver information over the telephone

Achieve sales goals and initiatives

Partner Branch Offices and small business bankers

Consult with business to identify needs and make appropriate recommendations

Coordinate sales efforts with other departments

Identify and reger to other lines of business based upon customer's needs

Produce personal accounts from business customers

Perform regular follow-up with customers

Maintain client data in CRM system, log joint calls and client interactions. Enter pipeline opportunities

Provide constructive feedback on process or procedural improvements

Qualifications

Bachelor's Degree Business, Finance, or related field preferred

2 - 6 years Banking preferred

2 - 6 years TM Experience

6 - 8 years Customer Service / Sales experience preferred

Ability to establish effective working relationships among team members and participate in solving problems and making decisions

Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written

Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information

Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information

Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Ability to analyze financial data

Travel Requirements

As Needed As needed for training and occasional team meetings

#LI-MM1

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