TREASURY MANAGEMENT ADVISOR

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

Additional Essential Functions
* 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

Additional Responsibilities
* Complete other duties and special projects as assigned by management

Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education
Bachelor's Degree Business, Finance, or related experience

Work Experience
2 - 6 years Lending/Banking experience
6 - 8 years Customer service/Sales experience

General Employee KSAs
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Additional Knowledge, Skills and Abilities
Ability to analyze financial data

CTP designation Upon Hire