Treasury Management Consultant

Responsibilities

• Achieve Sales Targets
• Devise and execute plan to achieve sales goals and drive fee income to the assigned segment and territory.
• Perform and lead either new or existing client call preparation, Business Process Reviews, proposal generation, presentations, relationship reviews, client and industry trend analysis, working capital analysis and interpretation, and pricing proforma.
• Analyze client financial statements and use industry benchmarks to provide insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the relationship and/or retention strategy.
• Demonstrate proficiency in knowledge of all TM solutions and their benefits to clients/prospects.
• Identify new or existing client needs, prepare a thorough proposal and present customized client-focused TM solutions that include working capital analysis (cash flow, benchmarking).
• Work jointly with cross-functional team and assist in overall solution development and value proposition.
• Persuasively communicate Old National’s value-add proposition to both internal and external clients to influence sales outcomes.
• Understand the competition capabilities/gaps and how to position Old National.
• Externally focused TMCs should actively manage and maintain a new client or bringing TM to a current client via a sales pipeline; Existing Portfolio TMCs will also do this as well as primarily focus on retaining clients and cross selling.
• Review External Facing and/or Existing Portfolio TM sales goals with RMs and other calling (or internal) partners to ensure they are aware of strategies and calling plans.
• Attend prospecting, new or existing client calls virtually and in-person as well as client events, board meetings (would present and serve as a resource for the client during the client’s board meetings)
• Participate in relevant and related business conferences to ensure up-to-date industry knowledge.
• Responsible for increasing and/or maintaining client retention probability.
• Participate, coordinate and contribute to deliver an exceptional experience for internal and external clients.
• Completes and responds to customer RFPs
• Coordinates the appropriate implementation resources and assists with the implementation meetings (internal/external)
• Foster a spirit of teamwork and cooperation across business lines.
• Partner Communication and Education
• Educate and advise RMs and other calling partners of new TM product initiatives.
• Maintain lines of communications with RMs and other calling partners individually and as a group, including new product developments, pipeline and calling strategies.
• Partner with RMs and other calling partners to provide recommendations on sales opportunities to include TM sales to new prospects and cross-sell TM opportunities to existing Commercial clients.
• Relationship Management
• Facilitate Treasury Management related communications to new or existing clients and conduct client reviews (minimum annually).
• Work closely with assigned TM Analyst to ensure excellent client service on an on-going basis.
• Develop an understanding and knowledge of internal resources for accurate response to client situations.
• Work with TM Analyst to ensure proper account documentation, including accurate pricing and ongoing reporting and audit requirements.
• Externally focused TMCs should actively manage and maintain a new client or bringing TM to a current client via a sales pipeline; Existing Portfolio TMCs will also do this as well as primarily focus on retaining clients and cross selling.
• Deliver an excellent client experience and enhance Old National’s brand in the marketplace.

Qualifications and Education Requirements

• BS/BA degree in Business/Finance preferred or H.S. diploma/GED with equivalent experience.
• 5-10 years of banking experience preferred with 3-5 years of experience in treasury management sales, service and/or support – Professional Medical Services.
• Banking expertise preferred.
• 2 years of sales/business development experience preferred.
• Sufficient and demonstrated knowledge and understanding of bank payment systems, treasury management solutions and competitive practices.
• CTP Certification preferred.
• Demonstrated willingness to learn, implement feedback and act.
• Demonstrated ability to develop strong working relationships with clients and internal partners.
• Demonstrated client service experience required (phone and face-to-face); track record of client interactions and proactive solution development.
• Ability to work with multiple clients simultaneously, managing time in a fast-paced environment and applicable resources to ensure work is completed efficiently and within established timeframes; manage projects efficiently and effectively.
• Strong problem-solving and critical thinking aptitude; thorough and timely follow-up skills with the ability to make independent decisions based on researched conclusions.
• Excellent written and oral communication skills; able to communicate effectively with all levels in and outside of the organization.
• Demonstrated ability to grow and develop and/or manage (retain) an assigned (or segment) client portfolio.
• Ability to work well with others in a collaborative environment as well as the ability to work independently with little supervision or day-to-day guidance.
• Fluent with Microsoft Office programs and well as unique Treasury Management software/system knowledge, ONB’s system is preferred.