Treasury Management Advisor

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

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