Sr. Treasury Management Advisor

Job Description

Overview

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

Qualifications

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

Travel Requirements

Occasionally Some travel required based upon business and client needs

Location

This position will work onsite Mon - Thurs with Friday as an optional work from home day.

#LI-MM1

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