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.

A t Northwest, we’re here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.