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

#LI-MM1

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