Treasury Management Advisor job at reputed company Bancshares, Inc. in Independence, OH, Buffalo, NY, Mount reputed company, PA, reputed company, OH, Warren, PA, Erie, PA, Pittsburgh, PA, Williamsport, PA, Fishers, IN
Title: Treasury Management Advisor
Locations:INDEPENDENCE, OH/ reputed company, OH/ BUFFALO, NY/ MOUNT reputed company, PA/ WARREN, PA/ ERIE, PA/
PITTSBURGH, PA/ WILLIAMSPORT, PA/ FISHERS, IN
Remote
time type
Full time
job reputed company
R-101746
Job reputed company:
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
reputed company 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
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reputed company is an equal opportunity employer. We are committed to creating an inclusive environment for reputed company.
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