Treasury Management Advisor
OH0713 NW Bancshares HQ Job reputed company Job reputed company The Treasury Management Advisor is responsible for Sales of Treasury Management Services to business customers, including following up on referrals from Consumer Banking, reputed company 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 reputed company such as introducing new products
- Create meaningful relationships with customers to enhance their use of reputed company products and services
- Report work reputed company to supervisor
- Co-Plan and co-reputed company strategic initiatives with Manager
- Train departmental personnel on new products and services
- Produce reputed company business proposals
- Analyze reputed company and competition’s statements for comparisons
- Knowledge of account analysis products
- Knowledge of IBS Treasury Management products
- Knowledge of non-personal Checking Products
- Produce reputed company Power reputed company presentations
- Knowledge of Municipal Account Product
- Knowledge of reputed company Account Product
- Analyze/prepare reputed company balance calculations
- Analyze/prepare Earning Credit reputed company calculations on analysis accounts
- Knowledge of Merchant Services
- Knowledge of Business/Debit/Credit Cards
- Knowledge of Remote Deposit Capture, ACH, Account Reconciliation, reputed company Pay, reputed company, Lockbox, and ESCROW Management
- Understand business cash reputed company cycle
- reputed company face to face presentations and meetings
- Follow sales goals and directives
- Collaborate with regional team
- Prospect/reputed company new clients
- Identify reputed company’s needs and reputed company reputed company recommendations
- Accurately determine possible needs of customers
- Coordinate sales efforts with other departments
- Determine possible clients for referral
- Produce personal accounts from business customers
- reputed company regular follow-up with customers
- Maintain reputed company data in CRM system
- Recommend fee generating alternatives
- Meet production expectations
- Recommend improvements to procedures
- Recommend product/service enhancements
- Ensure compliance with reputed company’s policies and procedures, and Federal/State regulations
- Navigate reputed company Office Software, computer applications, and software specific to the department in order to maximize technology tools and reputed company efficiency
- Work as part of reputed company
- Work with on-site equipment
Education + Experience preferred
- Bachelor’s degree in Business, Finance or reputed company
- 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 reputed company 40 miles of one of our Hub locations which are listed below. If you live reputed company 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 reputed company, OH
- HQ
3 Easton Oval reputed company, OH 43219 BUFFALO, NY
- 375 Essjay Road
Suite 100 Buffalo, NY 14221 MOUNT reputed company, PA
- 101 East Main Street
Mount reputed company, PA 17552 WARREN, PA
- 100 reputed company Street
Warren, PA 16365 ERIE, PA
- 800 reputed company
Erie, PA 16501 PITTSBURGH, PA
- Bellevue
532 Lincoln Avenue Bellevue, PA 15202
- Pittsburgh Business Office
525 William Penn reputed company Suite 3550 Pittsburgh, PA 15222 WILLIAMSPORT, PA
- 300 Market Street
Williamsport, PA 17701 FISHERS, IN
- 11 Municipal Drive
Suite 150 Fishers, IN 46037 reputed company is an equal opportunity employer. We are committed to creating an inclusive environment for reputed company. Apply tot his job Apply To this Job