Treasury Management Direct Advisor

Job Description

Job Summary

The Treasury Management Direct Advisor is responsible for Sales of Treasury Management Services to small business bank customers. The Treasury Management 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 refer 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
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department 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 field,
• 2-6 years of banking experience
• 2-6 years of treasury management experience
• 6-8 years of customer service/sales experience
  
  

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