Treasury Management Advisor

TowneBank is a relationship and friendship driven local bank focused on basic human values that will serve to create a warm sense of belonging and financial well-being among our family of members.

About the role

We are seeking a Treasury Management Advisor II (TMA) responsible for driving Treasury services revenue by helping our members meet their holistic Cash Management needs. Cash management includes Treasury services, Card, and other services related to the member’s working capital needs. This position partners with front line bankers to consult with existing members, expand relationships, and bring new members to the bank while ensuring exquisite member service and providing Treasury solutions.

Responsibilities

• Support TowneBank Banking Officers by attending business calls to evaluate the company’s deposit service needs.
• Maintain communication with TowneBank Banking Officers throughout the entire sales/implementation process.
• Perform a deep dive needs assessment to gather information about current receivables and payables processes and operations to develop a strategic approach for how TowneBank treasury services can address their needs.
• Deliver relevant credit information to the appropriate area for risk assessment and obtain approval.
• Understand the marketplace and competition to leverage details in member conversations and proposals.
• Prepare and deliver presentations, proposals, contracts, and service agreements for all Treasury services on behalf of TowneBank Treasury.
• Work with bank partners and marketing to prepare and respond to RFPs.
• Perform setup functions, file testing, equipment delivery, and schedule training for Treasury services.
• Follow up to ensure company satisfaction and direct members to ongoing servicing and support areas within TowneBank.
• Conduct relationship reviews with companies and meet with TowneBank officers to provide recommendations and enhancements for Treasury opportunities.
• Conduct 1:1s with bank partners and meet with Regional Presidents to set expectations and achieve goals.
• Make recommendations on the profitability of fees for Treasury opportunities.
• Drive new business and bring in new relationships through Treasury services.
• Collaborate with other lines of business (e.g., Merchant) to identify new revenue opportunities for the bank.
• Meet required service standards and continuously manage opportunities pipelines for the Treasury area.
• Participate in ongoing education regarding Treasury Management products.
• Adhere to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Perform other duties as assigned.

Requirements

• A Bachelor’s Degree or equivalent experience in the banking industry or related field.
• Strong partnership and organization skills.
• Excellent communication and presentation skills.
• Proficient in Microsoft Word, PowerPoint, Excel, and Outlook.
• Experience with collaboration tools like TEAMS, WebEx, and Zoom.
• Strong problem-solving, critical thinking, and negotiation skills.
• Proficient in technology applications.
• Strong planning and follow-through mindset.
• Experience with treasury management products.
• Knowledge of commercial and retail banking products and applicable regulations.

Preferred Qualifications

• 8+ years in Treasury Services Sales.
• Certified Treasury Professional.

Physical Requirements

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 25 pounds of force occasionally, use arms and legs, and sit most of the time.
• Close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.