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Treasury Management Direct Advisor

Northwest Bank
United States, Ohio, Independence
Nov 07, 2025
Job Description The Treasury Management Direct Advisor is responsible for Sales of Treasury Management Services to small business bank customers. The Treasury Managment Direct Advisor will proactively engage with their retail/consumer and small business bankers to identify additional opportunities to deepen existing relationships, acquire new deposits and grow business households. They will follow up on all TM referrals from Consumer Banking, Commercial Banking, Business Banking and Trust Services. This position will partner with Office Managers and small business bankers to conduct cash flow conversations and coordinate sales presentations with client and/or prospect. The Treasury Management Direct Advisor will continue to coach Officer Managers and Business Bankers to identify and refer TM opportunities and partner to achieve assigned TM goals. The Treasury Management Direct Advisor will communicate and follows up with customer to create a positive onboarding customer experience. Essential Functions Partner/cultivate relationships with retail offices and small business bankers Report work progress to supervisor Co-Plan and co-develop strategic initiatives with TM Direct Team leader Train partners on TM and how to identify and refer new products and services Produce accurate TM proposals Analyze Northwest and competition's statements for comparisons Knowledge of NWB business DDA's and Business Analysis account Knowledge of ICS Treasury Management solution Produce quality Power Point presentations Knowledge of Municipalities Knowledge of Sweep Account Product Analyze/prepare Earning Credit Ratio calculations on analysis accounts Knowledge of Merchant Services Knowledge of Business/Debit/Credit Cards Knowledge of all TM solutions, including Remote Deposit Capture, ACH, Information reporting, Positive Pay solutions, Lockbox, and ESCROW Management Understand business cash flow cycle Conduct virtual sales presentations or deliver information over the telephone Achieve sales goals and initiatives Partner Branch Offices and small business bankers Consult with business to identify needs and make appropriate recommendations Coordinate sales efforts with other departments Identify and reger to other lines of business based upon customer's needs Produce personal accounts from business customers Perform regular follow-up with customers Maintain client data in CRM system, log joint calls and client interactions. Enter pipeline opportunities Provide constructive feedback on process or procedural improvements Qualifications Bachelor's Degree Business, Finance, or related field preferred 2 - 6 years Banking preferred 2 - 6 years TM Experience 6 - 8 years Customer Service/Sales experience preferred 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 Ability to analyze financial data Travel Requirements As Needed As needed for training and occasional team meetings #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.