Job Description
Job Summary
The 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 Functions
Partner/cultivate relationships with retail offices
Assist Treasury Management Operations Manager with special projects such as introducing new products
Create meaningful relationships with customers to enhance their use of Northwest products and services
Report work progress to supervisor
Co-Plan and co-develop strategic initiatives with Manager
Train departmental personnel on new products and services
Produce quality business proposals
Analyze Northwest and competition’s statements for comparisons
Knowledge of account analysis products
Knowledge of IBS Treasury Management products
Knowledge of non-personal Checking Products
Produce quality Power Point presentations
Knowledge of Municipal Account Product
Knowledge of Sweep Account Product
Analyze/prepare target balance calculations
Analyze/prepare Earning Credit Ratio calculations on analysis accounts
Knowledge of Merchant Services
Knowledge of Business/Debit/Credit Cards
Knowledge of Remote Deposit Capture, ACH, Account Reconciliation, Positive Pay, VISA, Lockbox, and ESCROW Management
Understand business cash flow cycle
Perform face to face presentations and meetings
Follow sales goals and directives
Collaborate with regional team
Prospect/develop new clients
Identify client’s needs and make sound recommendations
Accurately determine possible needs of customers
Coordinate sales efforts with other departments
Determine possible clients for referral
Produce personal accounts from business customers
Perform regular follow-up with customers
Maintain client data in CRM system
Recommend fee generating alternatives
Meet production expectations
Recommend improvements to procedures
Recommend product/service enhancements
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
Education + Experience preferred
Bachelor’s degree in Business, Finance or related
2-6 years of Lending/Banking experience
6-8 years of customer service/sales experience
Ability to analyze financial data
Obtain CTP designation
This 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 S
Suite 345
Independence, OH 44131
COLUMBUS, OH
• HQ
3 Easton Oval
Columbus, OH 43219
BUFFALO, NY
• 375 Essjay Road
Suite 100
Buffalo, NY 14221
MOUNT JOY, PA
• 101 East Main Street
Mount Joy, PA 17552
WARREN, PA
• 100 Liberty Street
Warren, PA 16365
ERIE, PA
• 800 State Street
Erie, PA 16501
PITTSBURGH, PA
• Bellevue
532 Lincoln Avenue
Bellevue, PA 15202
• Pittsburgh Business Office
525 William Penn Place
Suite 3550
Pittsburgh, PA 15222
WILLIAMSPORT, PA
300 Market Street
Williamsport, PA 17701
FISHERS, IN
• 11 Municipal Drive
Suite 150
Fishers, IN 46037
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
What We Do
Northwest Bank is a privately held community bank focused on serving the specific needs of businesses in Washington, Oregon, Idaho and Utah. Our experienced bankers deliver customized financial solutions and exceptional customer service. We do that by getting to know you, your business and your aspirations, first. Then we create a plan that will work, and stay with you every step of the way. We see our relationship with you as a partnership, the way banking should be. Trust matters when picking your financial partner. Northwest Bank is rated as one of the best capitalized banks in the nation. We have earned 5-Star “Superior” ratings from both BauerFinancial® and Bankrate.com’s Safe and Sound® ratings service. Founded in 2008, we have offices in Boise, Idaho; Portland, Oregon; Coeur d'Alene, Idaho; Seattle, Washington; and Salt Lake City, Utah metropolitan markets. Northwest Bank: Experienced Bankers. Exceptional Service. Creative Solutions. Member FDIC Equal Housing Lender
