Job Description
Job Description
The Treasury Management Direct Advisor is responsible for Sales of Treasury Management Services to small business bank customers. The Treasury Managment Direct Advisor will proactively engage with their retail/consumer and small business bankers to identify additional opportunities to deepen existing relationships, acquire new deposits and grow business households. They will follow up on all TM referrals from Consumer Banking, Commercial Banking, Business Banking and Trust Services. This position will partner with Office Managers and small business bankers to conduct cash flow conversations and coordinate sales presentations with client and/or prospect. The Treasury Management Direct Advisor will continue to coach Officer Managers and Business Bankers to identify and refer TM opportunities and partner to achieve assigned TM goals. The Treasury Management Direct Advisor will communicate and follows up with customer to create a positive onboarding customer experience.
Essential Functions
Partner/cultivate relationships with retail offices and small business bankers
Report work progress to supervisor
Co-Plan and co-develop strategic initiatives with TM Direct Team leader
Train partners on TM and how to identify and refer new products and services
Produce accurate TM proposals
Analyze Northwest and competition's statements for comparisons
Knowledge of NWB business DDA's and Business Analysis account
Knowledge of ICS Treasury Management solution
Produce quality Power Point presentations
Knowledge of Municipalities
Knowledge of Sweep Account Product
Analyze/prepare Earning Credit Ratio calculations on analysis accounts
Knowledge of Merchant Services
Knowledge of Business/Debit/Credit Cards
Knowledge of all TM solutions, including Remote Deposit Capture, ACH, Information reporting, Positive Pay solutions, Lockbox, and ESCROW Management
Understand business cash flow cycle
Conduct virtual sales presentations or deliver information over the telephone
Achieve sales goals and initiatives
Partner Branch Offices and small business bankers
Consult with business to identify needs and make appropriate recommendations
Coordinate sales efforts with other departments
Identify and reger to other lines of business based upon customer's needs
Produce personal accounts from business customers
Perform regular follow-up with customers
Maintain client data in CRM system, log joint calls and client interactions. Enter pipeline opportunities
Provide constructive feedback on process or procedural improvements
Qualifications
Bachelor's Degree Business, Finance, or related field preferred
2 - 6 years Banking preferred
2 - 6 years TM Experience
6 - 8 years Customer Service/Sales experience preferred
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
Ability to analyze financial data
Travel Requirements
As Needed As needed for training and occasional team meetings
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
