Sr. 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

Median wage (BLS OEWS)

$106,409 national median

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

Sr. Treasury Management Advisor Columbus, OH Job Description 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

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