Treasury Management Advisor
About the role
Our Treasury Management Advisors are a critical component of our success. The Treasury Management department provides non-credit sales and specialized operational support for large and/or complex commercial deposit relationships throughout the Bank. What sets us apart from others is the value we bring to our clients. Treasury Management Advisors bring a solutions-oriented perspective to client and prospect interactions, embrace accountability for their own goals, and create value for our internal and external clients during each interaction. The primary responsibilities of the Treasury Management Advisor are client-facing, driving revenue through expanding existing relationships and attracting new business alongside our Commercial Banking teams in the areas of Account Analysis, Commercial Online & Mobile Banking, Positive Pay, Remote Deposit Capture, Automated Clearing House (ACH), Wire Funds Transfer, Lockbox, Commercial Card, Merchant Services and/or related services as assigned by the department director. The Treasury Management Advisor is comfortable with the role and image of a professional and has an eagerness to develop and refine the subject matter expertise and sales support skills necessary to help their teams achieve successful results.
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work. Make a meaningful difference in our community through our service and financial support. Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators.
Responsibilities
- Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
- Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
- Independently prospects for, develops, and closes new commercial deposit and Treasury Management relationships by identifying target opportunities, cultivating centers of influence, maintaining a self-generated pipeline, and partnering with Commercial Banking teams on joint calling efforts.
- Responsible for generating new revenue, deposit growth, and production results sufficient to meet Bank, Department, individual, and other assigned goals.
- Prospecting, outside calling, COI development, and new client