What are the responsibilities and job description for the Sr. Treasury Management Advisor position at Northwest Bank?
Job Description
The Sr. Treasury Management Advisor will focus on generating new business from prospects and deepening relationship within their existing book of business. You will work jointly with relationship managers on existing customers who present opportunities from unique situations due to size and/or complexity of requirements. The Sr. Treasury Management Advisor will bring a consultative approach to our business customers, providing ideas and insights based upon the customer needs, and provide superior customer service. This position coordinates, prepares, and presents sales presentation/proposals to customers and prospects, including formal RFP requests.
Essential Functions
This position will work onsite Mon – Thurs with Friday as an optional work from home day.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
The Sr. Treasury Management Advisor will focus on generating new business from prospects and deepening relationship within their existing book of business. You will work jointly with relationship managers on existing customers who present opportunities from unique situations due to size and/or complexity of requirements. The Sr. Treasury Management Advisor will bring a consultative approach to our business customers, providing ideas and insights based upon the customer needs, and provide superior customer service. This position coordinates, prepares, and presents sales presentation/proposals to customers and prospects, including formal RFP requests.
Essential Functions
- Drive the development of new profitable TM business within a designated portfolio of existing customers and prospects including municipalities and higher education clients and prospects
- Develop strategic sales plans and execute them in coordination with relationship managers and other Treasury Services colleagues as appropriate
- Partner with Merchant Services Sales Executive to identify card processing opportunities
- Coordinate annual relationship reviews and customer calls
- Understand the clients' business needs, short and long term strategies, and industry to better determine cash flow needs and requirements. Identify potential new business opportunities and provide the appropriate solution(s)
- Understand the competitions' capabilities and be able to best position Northwest Bank
- Promote sales through frequent client meetings and review of new solutions, and share market and industry trends
- Manage proposal preparation and the entire sales process including public sector request for proposal responses
- Work closely with the appropriate Relationship Managers to gain deeper share of wallet with existing clients
- Generate cross-sell opportunities by maintaining strong working relationships with other lines of business
- Effectively lead a cash flow conversation
- Possess strong acumen and knowledge of treasury management solutions
- Work on projects as required by department
- Manage internal and external networks, such as community or industry relationships, to actively acquire new clients
- Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities
- 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
- Bachelor's Degree Business, Finance, or related experience preferred
- Certified Treasury Professional Upon Hire preferred
- 8 - 12 years Treasury Management Commercial Sales experience required
- 6 - 8 years Financial Services Sales experience preferred
- Ability to analyze financial data
- Occasionally Some travel required based upon business and client needs
This position will work onsite Mon – Thurs with Friday as an optional work from home day.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.