Treasury Management Advisor

The Treasury Management Advisor is responsible for sales and revenue growth through the promotion and sale of the bank’s Treasury Management products and services. This position emphasizes building strong relationships with new and existing clients, identifying opportunities to cross-sell and upsell, and ensuring customer satisfaction by providing comprehensive support. The Treasury Management Advisor will collaborate within the Treasury Management department and other departments to enhance product offerings and customer experience.

ESSENTIAL DUTIES
1.    Upholds, at all times, the Bank’s Core Values of: Integrity, Respect, Positive Attitude, Empowerment, Accountability, and Excellence.

2.    Delivers on the Bank’s tagline of “Your Best Banking Experience – Ever!” by reinforcing the application of superior customer service through own example along with appropriate follow through with involved customers and employees; actively participates in specific periodic meetings and presentations on this topic with all staff members.

3.    Sales Leadership:
•    Drive the sales of Treasury Management products, including Retail and Business Online Banking, ACH, Wires, Remote Deposit Capture, Positive Pay, Merchant Card Services, and more.
•    Identify and cultivate relationships with key decision-makers at client companies.
•    Conduct sales presentations, product demonstrations, and training sessions for clients.

4.    Client Relationship Management:
•    Act as a primary point of contact for clients, addressing their needs and concerns related to Treasury Management services and referring them to appropriate bank colleagues and departments when necessary.
•    Proactively identify opportunities to cross-sell additional banking products and services.
•    Ensure high levels of client satisfaction through ongoing support and follow-up.

5.    Market Analysis and Strategy:
•    Monitor market trends and competitor activities to identify new sales opportunities.
•    Analyze client portfolios and transaction data to develop targeted sales initiatives.
•    Provide feedback to management to enhance existing products and develop new offerings.

6.    Collaboration and Teamwork:
•    Work closely with the Operations and Production teams to ensure seamless delivery of services and optimal customer experience.
•    Participate in regular Treasury Management meetings and contribute to the development of sales materials and campaigns.

7.    Sales Reporting and Administration:
•    Maintain detailed records of client interactions, sales activities, and pipeline progress.

8.    Training and Development:
•    Stay updated on industry trends, product knowledge, and best practices through continuous learning and professional development.

9.    Other Responsibilities:
•    Participating in special projects and initiatives that support the bank’s overall sales objectives.
•    Other duties as assigned.

SUPERVISORY RESPONSIBILITY

The position of Treasury Management Advisor is not responsible for the supervision of any employee(s).

MENTAL DEMANDS
This role must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

MINIMUM REQUIREMENTS
•    Associates degree or equivalent; or 4 YEARS of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of experience in sales, with a preference for experience in banking or financial services. Educational experience, through in-house training sessions, formal school, or financial industry related curriculum, should be business or financial industry related.
•    Proven track record of achieving sales targets and growing client relationships.
•    Strong knowledge of Bank Treasury Management products and services is preferred.
•    Requires a strong sales acumen, excellent communication and negotiation skills, the ability to multitask, and a high level of attention to detail.
•    Comfortable working in a fast-paced environment, handling client inquiries, and making decisions that align with the bank’s objectives
•    Excellent computer skills, including proficiency in CRM software, Microsoft Excel, and Word.
•    Must be able to sit for extended periods of time, operate a computer, and telephone.
•    This position requires writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching.
•    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Management reserves the right to change this position description at any time according to business needs