Senior Treasury Management Advisor

Job DescriptionJob SummaryThe Senior 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 FunctionsPartner/cultivate relationships with retail officesAssist Treasury Management Operations Manager with special projects such as introducing new productsCreate meaningful relationships with customers to enhance their use of Northwest products and servicesReport work progress to supervisorCo-Plan and co-develop strategic initiatives with ManagerTrain departmental personnel on new products and servicesProduce quality business proposalsAnalyze Northwest and competition’s statements for comparisonsKnowledge of account analysis productsKnowledge of IBS Treasury Management productsKnowledge of non-personal Checking ProductsProduce quality Power Point presentationsKnowledge of Municipal Account ProductKnowledge of Sweep Account ProductAnalyze/prepare target balance calculationsAnalyze/prepare Earning Credit Ratio calculations on analysis accountsKnowledge of Merchant ServicesKnowledge of Business/Debit/Credit CardsKnowledge of Remote Deposit Capture, ACH, Account Reconciliation, Positive Pay, VISA, Lockbox, and ESCROW ManagementUnderstand business cash flow cyclePerform face to face presentations and meetingsFollow sales goals and directivesCollaborate with regional teamProspect/develop new clientsIdentify client’s needs and make sound recommendationsAccurately determine possible needs of customersCoordinate sales efforts with other departmentsDetermine possible clients for referralProduce personal accounts from business customersPerform regular follow-up with customersMaintain client data in CRM systemRecommend fee generating alternativesMeet production expectationsRecommend improvements to proceduresRecommend product/service enhancementsEnsure compliance with Northwest’s policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipmentEducation + Experience preferredBachelor’s degree in Business, Finance or related2-6 years of Lending/Banking experience6-8 years of customer service/sales experienceAbility to analyze financial dataObtain CTP designationThis 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 SSuite 345Independence, OH 44131COLUMBUS, OH HQ3 Easton OvalColumbus, OH 43219BUFFALO, NY 375 Essjay RoadSuite 100Buffalo, NY 14221MOUNT JOY, PA 101 East Main StreetMount Joy, PA 17552WARREN, PA 100 Liberty StreetWarren, PA 16365ERIE, PA 800 State StreetErie, PA 16501PITTSBURGH, PA Bellevue532 Lincoln AvenueBellevue, PA 15202 Pittsburgh Business Office525 William Penn PlaceSuite 3550Pittsburgh, PA 15222WILLIAMSPORT, PA300 Market StreetWilliamsport, PA 17701FISHERS, IN 11 Municipal DriveSuite 150Fishers, IN 46037Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.