Treasury Management Advisor II

Essential 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.
• Ability to do a deep dive needs assessment to gather information about current receivables and payables process 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 the competition to make sure we leverage that detail as part of the member conversations along with the proposal.
• Prepare and create presentations, deliver 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 all appropriate setup functions, file testing, equipment delivery, and scheduling of 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 the company and meet with TowneBank officers as needed 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.
• Be a driver in finding new business and bring in those new relationships through Treasury services.
• Work to help your other lines of business (Merchant etc.…) to find new opportunities to bring revenue to the bank.
• Always meet required service standards.
• Continuously manage your 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).

Minimum Required Skills & Competencies

• A Bachelor’s Degree or equivalent experience in banking industry or related field.
• Strong partnership and organization skills.
• Excellent communication and presentation skills.
• Proficient in the use of Microsoft Word, PowerPoint, Excel, and Outlook.
• Collaboration tools like TEAMS, WebEx, and Zoom.
• Strong problem solving, critical thinking, and negotiation skills.
• Must be 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.

Desired Skills & Competencies

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