Treasury Management Advisor

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Treasury Management Advisor Columbus, OH OH0713 NW Bancshares HQ 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

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