Senior Treasury Management Advisor

The Senior Treasury Management Advisor is responsible for driving and developing new business as well as expanding and cross selling to the existing book of business to achieve their goals. The Senior Treasury Management Advisor will foster relationships with all lines of business including Consumer Banking, Business Banking, Commercial Banking and Trust Services. This position coordinates, prepares, presents sales presentation efforts and RFP requests. The Senior Treasury Management Advisor provides outstanding service and keeps the clients best interest in mind with a thorough and holistic cash flow conversation.

Essential Functions
• Identify client’s needs and make valuable recommendations
• Understand business cash flow
• Create meaningful relationships with customers to enhance their use of Northwest products and services
• Partner/cultivate relationships with business partners including, retail, business banking, commercial banking and trust
• Knowledge of account analysis products
• Analyze Northwest and competition’s statements
• Analyze/prepare target balance calculations
• Analyze/prepare Earning Credit Ratio calculations on analysis accounts
• Knowledge of Account Reconciliation, ACH, Remote Deposit Capture, Positive Pay, Lockbox, and ESCROW Management
• Knowledge of Sweep Account Product
• Knowledge of Merchant Services
• Knowledge of Business/Debit/Credit Cards
• Knowledge of IBS Treasury Management products
• Knowledge of non-personal Checking Products
• Knowledge of Municipal Account Product
• Assist Treasury Management Operations Manager with special projects such as introducing new products
• 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
• Produce quality Power Point presentations
• Delivery in-person sales presentations
• Follow sales goals and directives
• Collaborate with regional team
• Prospect/develop new clients
• 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
Additional Essential Functions
• 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
Additional Responsibilities
• Complete other duties and special projects as assigned by management
Safety and Health for those without supervisory duties
• Abide by the rules of the safety and loss prevention program
• Perform work tasks in a safe manner
• Report any and all injuries to supervisor
• Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Business, Finance, or related experience
Work Experience
8 - 12 years Treasury Management Sales experience
6 - 8 years Financial Services Sales experience
6 - 8 years Treasury Management Client Support
General Employee Knowledge, Skills, and Abilities
• 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
Additional Knowledge, Skills and Abilities
Ability to analyze financial data
Licenses and Certifications
Cert Treasury Professional