Treasury Management Sales Director
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The posting includes Overview, Responsibilities, Salary Range, Key Accountabilities, Strategy/Collaboration, People Leadership, Key Competencies for Position, Qualifications And Education Requirements, Key Measures Of Success/Key Deliverables. We need to map these to appropriate headings. The instruction says: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. Also we must not repeat the job title as a heading. We need to decide which sections to include.
We have content for Overview (first paragraph). Could be "About the role" or maybe "Overview". The instruction gave examples but not strict; we can use headings like "Overview", "Responsibilities", "Qualifications", "Benefits", "Pay", etc. We have Salary Range content => Pay section. Benefits: we have medical, dental, vision insurance, 401K, continuing education, employee assistance program, Impact Network Groups. So we can include Benefits.
Responsibilities: we have Responsibilities section with Position Summary and key responsibilities. So include Responsibilities.
Qualifications: we have Qualifications And Education Requirements. So include Qualifications.
Skills: maybe Key Competencies for Position could be Skills. Or we could treat Key Competencies as Skills. The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Skills section for Key Competencies.
We also have Key Accountabilities, Strategy/Collaboration, People Leadership, Key Measures Of Success/Key Deliverables. Those could be merged into Responsibilities or maybe separate sections like "Key Accountabilities" but not in the list. Probably better to incorporate them under Responsibilities as they are part of responsibilities. The instruction: "Prefer a few substantive sections over many thin ones." So we can combine those into Responsibilities.
Thus final sections: Overview, Responsibilities, Qualifications, Skills, Benefits, Pay.
We need to preserve all substantive information, not invent or summarize away detail. Must not omit details. We need to include all content from those sections.
We need to format using for headings, - for any list of duties/requirements/benefits, and
for prose.
We need to remove boilerplate: EEO, equal-opportunity, scam-warning, duplicated lines, application instructions, cookie/navigation/legal. At end there is EEO statement and other fluff; we must remove that.
Also remove lines like "Old National is proud to be an equal opportunity employer..." etc.
Also remove "We do not accept resumes from external staffing agencies..." etc.
Also remove "Join our team!" maybe considered boilerplate? It's a call to action; could be considered application instruction; better to remove.
We need to keep all substantive info: overview paragraph, responsibilities details, qualifications, key competencies (skills), benefits details, salary range.
We must not repeat job title as heading.
We need to ensure we don't include placeholder text like "commensurate with experience" etc. Not present.
Now craft HTML.
Structure:
Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
But note that benefits details also appear in overview; we might duplicate if we also have Benefits section. To avoid duplication, we could keep overview without benefits details, but the instruction says preserve ALL substantive information; we can keep overview as is (including benefits) and also have Benefits section? That would duplicate. Better to split: overview can be a brief description of company, and benefits separate. However the overview paragraph includes benefits info; we could keep that as part of overview and not have a separate Benefits section. But we need Benefits section if we have specific benefits details; but we already included them in overview. The instruction: "Prefer a few substantive sections over many thin ones." So we could have Overview (including company description and benefits) and not a separate Benefits section. However we also have Pay section separate. That's fine.
But we need to ensure we don't miss any benefit details: medical, dental, vision insurance, 401K, continuing education opportunities, employee assistance program, Impact Network Groups. Those are in overview paragraph. So we can keep them there.
Thus we may not need a separate Benefits section.
But we might still want a Benefits section for clarity; but that would duplicate. I'd rather not duplicate.
Thus sections: Overview, Responsibilities, Qualifications, Skills, Pay.
Now Responsibilities: need to include all responsibilities content: Position Summary, key responsibilities, etc. We'll need to format as prose () and lists where appropriate.
We have bullet-like sentences: "Key responsibilities include identifying strategic growth opportunities, strengthening enterprise-wide partnerships, and establishing effective processes across all aspects of TM sales. This includes new business development, expansion of existing client relationships, and the ongoing development of sales talent." etc. We can convert to
- for each distinct duty.
But we must preserve all info; we can either keep as prose or list. The instruction: Use
- for any list of duties/requirements/benefits. So we should identify lists.
Let's extract duties:
From Responsibilities section:
- Leads the development and execution of the TM sales and revenue growth strategy for the SPECIALTY segment.
- Through close partnership with the SPECIALTY Banking team, as well as TM Product Management, Client Experience, and Sales Enablement teams, drives client acquisition, relationship expansion, and overall business growth.
- Identifying strategic growth opportunities.
- Strengthening enterprise-wide partnerships.
- Establishing effective processes across all aspects of TM sales.
- New business development.
- Expansion of existing client relationships.
- Ongoing development of sales talent.
- Ensures delivery of an exceptional client experience while maintaining compliance with bank policies, procedures, and risk management standards.
- Developing, monitoring, and managing performance metrics aligned with Specialty segment goals and objectives.
- As a people leader, provides strategic direction and day-to-day leadership for Specialty segment team members, which may include Market Managers, Treasury Management Consultants, and Analysts.
- Accountable for fostering an exceptional client experience and developing high-performing team members who consistently deliver strong client and business outcomes.
Also later under Key Accountabilities (which we are merging) we have many more duties:
- Achieve Financial Targets: Accountable for leading the Specialty segment team to achieve or exceed budgeted sales goals across deposits, PxV revenue, Corporate Card, and Merchant Services.
- Direct and oversee TM sales execution through regular sales management routines, business development activities, client relationship strategies, and the coaching and development of TM team members to drive performance and results.
- Establish and manage the sales strategy, pipeline expectations, and prospecting disciplines required to drive sustainable growth and achieve Specialty segment revenue objectives.
- Coach, mentor, and develop TM team members to strengthen Specialty segment expertise, sales effectiveness, and overall performance.
- Provide leadership and direction to TM team members, fostering proactive sales behaviors and accountability for achieving business results.
- Monitor and report on Specialty segment performance metrics, including sales revenue, portfolio growth, pricing exceptions, fee waivers and refunds, client attrition, and fee realization.
- Champion an exceptional client experience by guiding the effective resolution of complex client matters and supporting team members as needed.
- Partners with Specialty Banking Relationship Managers and key stakeholders, including Merchant Services, Wealth, and Community Banking, to deliver comprehensive solutions and deepen client relationships.
- Strategy/Collaboration: Serve as TM Specialty egment subject matter expert and liaison to senior leadership at the TM LOB level and/or overall Bank leadership and across all markets/regions.
- Partner with senior leaders across Specialty Banking and key business lines to develop and execute growth strategies that enhance client relationships, revenue generation, and TM solution adoption.
- Effectively communicate and influence senior leadership, regional leadership, segment/vertical LOB leadership and other key leaders in each market across the Bank, specifically the ability to define and lead business partners on key TM strategic needs, initiatives, changes, tactical plans and needed partnerships and dependencies pertinent to TM.
- Maintain an in-depth working knowledge of all treasury management products and services and present client demonstrations as necessary.
- Develop and maintain referral networks with appropriate industry contacts and centers of influence.
- Stay up to date on industry trends and competitive landscape – influence internally and work closely with TM Product Development to review information on competition, trends, and new product offerings in the industry.
- People Leadership: Foster a culture focused on sales excellence, ethics, continuous improvement, and an exceptional client experience.
- Set and manage expectations within the entire Specialty segment that they understand client needs in terms of daily operations, cash application, cash conversion and working capital outcomes and providing a positive client experience and ease of doing business; work with team(s) on selling capabilities that are feasible and within the scope and ability of our systems and processes to meet client needs.
- Performs various management responsibilities including staffing, performance management, coaching and recruitment/hiring.
Also Key Competencies for Position (Skills) list many competencies.
We need to include all that.
Thus Responsibilities section will be large; we can break into
- for each duty.
But we need to avoid too many thin sections; but within Responsibilities we can have a list.
Now Qualifications: we have bullet points: Five (5) or more years of proven leadership experience leading regional or geographically dispersed Treasury Management and/or payments teams, with a demonstrated ability to drive change, improve performance, and achieve business objectives. Minimum of Seven (7+) years of Banking and/or Treasury Management experience. Demonstrated success developing and executing strategic sales and market growth initiatives that drive new business acquisition and deepen client relationships. Strong strategic planning, market development, and business execution skills. Demonstrated ability to lead, motivate, and influence teams and business partners to achieve segment and enterprise-wide objectives. Exceptional interpersonal, communication, presentation, and relationship-building skills, with the ability to influence stakeholders across all organizational levels. Ability to lead effectively in a fast-paced, complex, and evolving environment. Experience developing and implementing client retention strategies. Bachelor's degree in a business-related field (Finance, Economics, Accounting, Marketing, etc.) or equivalent experience. Certified Treasury Professional (CTP) certification preferred or willingness to obtain certification. Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word. Position may require the need to travel to other Old National, client or meeting locations.
We can format as
- .
Skills (Key Competencies for Position): list many competencies each with description. We'll need to capture each competency heading and its description. Could format as
- Competency: description
. That preserves info.
Pay: Salary Range: $130,500 - $263,800 per year plus bonus. Also note base salary indicated reflects compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on factors: specific responsibilities, candidate’s relevant skills and professional experience, educational qualifications, geographic location.
We'll put that in .
Now we need to ensure we don't include any boilerplate like
for headings, - for any list of duties/requirements/benefits, and
for prose.
We need to remove boilerplate: EEO, equal-opportunity, scam-warning, duplicated lines, application instructions, cookie/navigation/legal. At end there is EEO statement and other fluff; we must remove that.
Also remove lines like "Old National is proud to be an equal opportunity employer..." etc.
Also remove "We do not accept resumes from external staffing agencies..." etc.
Also remove "Join our team!" maybe considered boilerplate? It's a call to action; could be considered application instruction; better to remove.
We need to keep all substantive info: overview paragraph, responsibilities details, qualifications, key competencies (skills), benefits details, salary range.
We must not repeat job title as heading.
We need to ensure we don't include placeholder text like "commensurate with experience" etc. Not present.
Now craft HTML.
Structure:
Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
But note that benefits details also appear in overview; we might duplicate if we also have Benefits section. To avoid duplication, we could keep overview without benefits details, but the instruction says preserve ALL substantive information; we can keep overview as is (including benefits) and also have Benefits section? That would duplicate. Better to split: overview can be a brief description of company, and benefits separate. However the overview paragraph includes benefits info; we could keep that as part of overview and not have a separate Benefits section. But we need Benefits section if we have specific benefits details; but we already included them in overview. The instruction: "Prefer a few substantive sections over many thin ones." So we could have Overview (including company description and benefits) and not a separate Benefits section. However we also have Pay section separate. That's fine.
But we need to ensure we don't miss any benefit details: medical, dental, vision insurance, 401K, continuing education opportunities, employee assistance program, Impact Network Groups. Those are in overview paragraph. So we can keep them there.
Thus we may not need a separate Benefits section.
But we might still want a Benefits section for clarity; but that would duplicate. I'd rather not duplicate.
Thus sections: Overview, Responsibilities, Qualifications, Skills, Pay.
Now Responsibilities: need to include all responsibilities content: Position Summary, key responsibilities, etc. We'll need to format as prose () and lists where appropriate.
We have bullet-like sentences: "Key responsibilities include identifying strategic growth opportunities, strengthening enterprise-wide partnerships, and establishing effective processes across all aspects of TM sales. This includes new business development, expansion of existing client relationships, and the ongoing development of sales talent." etc. We can convert to
- for each distinct duty.
But we must preserve all info; we can either keep as prose or list. The instruction: Use
- for any list of duties/requirements/benefits. So we should identify lists.
Let's extract duties:
From Responsibilities section:
- Leads the development and execution of the TM sales and revenue growth strategy for the SPECIALTY segment.
- Through close partnership with the SPECIALTY Banking team, as well as TM Product Management, Client Experience, and Sales Enablement teams, drives client acquisition, relationship expansion, and overall business growth.
- Identifying strategic growth opportunities.
- Strengthening enterprise-wide partnerships.
- Establishing effective processes across all aspects of TM sales.
- New business development.
- Expansion of existing client relationships.
- Ongoing development of sales talent.
- Ensures delivery of an exceptional client experience while maintaining compliance with bank policies, procedures, and risk management standards.
- Developing, monitoring, and managing performance metrics aligned with Specialty segment goals and objectives.
- As a people leader, provides strategic direction and day-to-day leadership for Specialty segment team members, which may include Market Managers, Treasury Management Consultants, and Analysts.
- Accountable for fostering an exceptional client experience and developing high-performing team members who consistently deliver strong client and business outcomes.
Also later under Key Accountabilities (which we are merging) we have many more duties:
- Achieve Financial Targets: Accountable for leading the Specialty segment team to achieve or exceed budgeted sales goals across deposits, PxV revenue, Corporate Card, and Merchant Services.
- Direct and oversee TM sales execution through regular sales management routines, business development activities, client relationship strategies, and the coaching and development of TM team members to drive performance and results.
- Establish and manage the sales strategy, pipeline expectations, and prospecting disciplines required to drive sustainable growth and achieve Specialty segment revenue objectives.
- Coach, mentor, and develop TM team members to strengthen Specialty segment expertise, sales effectiveness, and overall performance.
- Provide leadership and direction to TM team members, fostering proactive sales behaviors and accountability for achieving business results.
- Monitor and report on Specialty segment performance metrics, including sales revenue, portfolio growth, pricing exceptions, fee waivers and refunds, client attrition, and fee realization.
- Champion an exceptional client experience by guiding the effective resolution of complex client matters and supporting team members as needed.
- Partners with Specialty Banking Relationship Managers and key stakeholders, including Merchant Services, Wealth, and Community Banking, to deliver comprehensive solutions and deepen client relationships.
- Strategy/Collaboration: Serve as TM Specialty egment subject matter expert and liaison to senior leadership at the TM LOB level and/or overall Bank leadership and across all markets/regions.
- Partner with senior leaders across Specialty Banking and key business lines to develop and execute growth strategies that enhance client relationships, revenue generation, and TM solution adoption.
- Effectively communicate and influence senior leadership, regional leadership, segment/vertical LOB leadership and other key leaders in each market across the Bank, specifically the ability to define and lead business partners on key TM strategic needs, initiatives, changes, tactical plans and needed partnerships and dependencies pertinent to TM.
- Maintain an in-depth working knowledge of all treasury management products and services and present client demonstrations as necessary.
- Develop and maintain referral networks with appropriate industry contacts and centers of influence.
- Stay up to date on industry trends and competitive landscape – influence internally and work closely with TM Product Development to review information on competition, trends, and new product offerings in the industry.
- People Leadership: Foster a culture focused on sales excellence, ethics, continuous improvement, and an exceptional client experience.
- Set and manage expectations within the entire Specialty segment that they understand client needs in terms of daily operations, cash application, cash conversion and working capital outcomes and providing a positive client experience and ease of doing business; work with team(s) on selling capabilities that are feasible and within the scope and ability of our systems and processes to meet client needs.
- Performs various management responsibilities including staffing, performance management, coaching and recruitment/hiring.
Also Key Competencies for Position (Skills) list many competencies.
We need to include all that.
Thus Responsibilities section will be large; we can break into
- for each duty.
But we need to avoid too many thin sections; but within Responsibilities we can have a list.
Now Qualifications: we have bullet points: Five (5) or more years of proven leadership experience leading regional or geographically dispersed Treasury Management and/or payments teams, with a demonstrated ability to drive change, improve performance, and achieve business objectives. Minimum of Seven (7+) years of Banking and/or Treasury Management experience. Demonstrated success developing and executing strategic sales and market growth initiatives that drive new business acquisition and deepen client relationships. Strong strategic planning, market development, and business execution skills. Demonstrated ability to lead, motivate, and influence teams and business partners to achieve segment and enterprise-wide objectives. Exceptional interpersonal, communication, presentation, and relationship-building skills, with the ability to influence stakeholders across all organizational levels. Ability to lead effectively in a fast-paced, complex, and evolving environment. Experience developing and implementing client retention strategies. Bachelor's degree in a business-related field (Finance, Economics, Accounting, Marketing, etc.) or equivalent experience. Certified Treasury Professional (CTP) certification preferred or willingness to obtain certification. Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word. Position may require the need to travel to other Old National, client or meeting locations.
We can format as
- .
Skills (Key Competencies for Position): list many competencies each with description. We'll need to capture each competency heading and its description. Could format as
- Competency: description
. That preserves info.
Pay: Salary Range: $130,500 - $263,800 per year plus bonus. Also note base salary indicated reflects compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on factors: specific responsibilities, candidate’s relevant skills and professional experience, educational qualifications, geographic location.
We'll put that in .
Now we need to ensure we don't include any boilerplate like
for prose. We need to remove boilerplate: EEO, equal-opportunity, scam-warning, duplicated lines, application instructions, cookie/navigation/legal. At end there is EEO statement and other fluff; we must remove that. Also remove lines like "Old National is proud to be an equal opportunity employer..." etc. Also remove "We do not accept resumes from external staffing agencies..." etc. Also remove "Join our team!" maybe considered boilerplate? It's a call to action; could be considered application instruction; better to remove. We need to keep all substantive info: overview paragraph, responsibilities details, qualifications, key competencies (skills), benefits details, salary range. We must not repeat job title as heading. We need to ensure we don't include placeholder text like "commensurate with experience" etc. Not present. Now craft HTML. Structure:
Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
But note that benefits details also appear in overview; we might duplicate if we also have Benefits section. To avoid duplication, we could keep overview without benefits details, but the instruction says preserve ALL substantive information; we can keep overview as is (including benefits) and also have Benefits section? That would duplicate. Better to split: overview can be a brief description of company, and benefits separate. However the overview paragraph includes benefits info; we could keep that as part of overview and not have a separate Benefits section. But we need Benefits section if we have specific benefits details; but we already included them in overview. The instruction: "Prefer a few substantive sections over many thin ones." So we could have Overview (including company description and benefits) and not a separate Benefits section. However we also have Pay section separate. That's fine. But we need to ensure we don't miss any benefit details: medical, dental, vision insurance, 401K, continuing education opportunities, employee assistance program, Impact Network Groups. Those are in overview paragraph. So we can keep them there. Thus we may not need a separate Benefits section. But we might still want a Benefits section for clarity; but that would duplicate. I'd rather not duplicate. Thus sections: Overview, Responsibilities, Qualifications, Skills, Pay. Now Responsibilities: need to include all responsibilities content: Position Summary, key responsibilities, etc. We'll need to format as prose () and lists where appropriate. We have bullet-like sentences: "Key responsibilities include identifying strategic growth opportunities, strengthening enterprise-wide partnerships, and establishing effective processes across all aspects of TM sales. This includes new business development, expansion of existing client relationships, and the ongoing development of sales talent." etc. We can convert to
- for each distinct duty.
But we must preserve all info; we can either keep as prose or list. The instruction: Use
- for any list of duties/requirements/benefits. So we should identify lists.
Let's extract duties:
From Responsibilities section:
- Leads the development and execution of the TM sales and revenue growth strategy for the SPECIALTY segment.
- Through close partnership with the SPECIALTY Banking team, as well as TM Product Management, Client Experience, and Sales Enablement teams, drives client acquisition, relationship expansion, and overall business growth.
- Identifying strategic growth opportunities.
- Strengthening enterprise-wide partnerships.
- Establishing effective processes across all aspects of TM sales.
- New business development.
- Expansion of existing client relationships.
- Ongoing development of sales talent.
- Ensures delivery of an exceptional client experience while maintaining compliance with bank policies, procedures, and risk management standards.
- Developing, monitoring, and managing performance metrics aligned with Specialty segment goals and objectives.
- As a people leader, provides strategic direction and day-to-day leadership for Specialty segment team members, which may include Market Managers, Treasury Management Consultants, and Analysts.
- Accountable for fostering an exceptional client experience and developing high-performing team members who consistently deliver strong client and business outcomes.
Also later under Key Accountabilities (which we are merging) we have many more duties:
- Achieve Financial Targets: Accountable for leading the Specialty segment team to achieve or exceed budgeted sales goals across deposits, PxV revenue, Corporate Card, and Merchant Services.
- Direct and oversee TM sales execution through regular sales management routines, business development activities, client relationship strategies, and the coaching and development of TM team members to drive performance and results.
- Establish and manage the sales strategy, pipeline expectations, and prospecting disciplines required to drive sustainable growth and achieve Specialty segment revenue objectives.
- Coach, mentor, and develop TM team members to strengthen Specialty segment expertise, sales effectiveness, and overall performance.
- Provide leadership and direction to TM team members, fostering proactive sales behaviors and accountability for achieving business results.
- Monitor and report on Specialty segment performance metrics, including sales revenue, portfolio growth, pricing exceptions, fee waivers and refunds, client attrition, and fee realization.
- Champion an exceptional client experience by guiding the effective resolution of complex client matters and supporting team members as needed.
- Partners with Specialty Banking Relationship Managers and key stakeholders, including Merchant Services, Wealth, and Community Banking, to deliver comprehensive solutions and deepen client relationships.
- Strategy/Collaboration: Serve as TM Specialty egment subject matter expert and liaison to senior leadership at the TM LOB level and/or overall Bank leadership and across all markets/regions.
- Partner with senior leaders across Specialty Banking and key business lines to develop and execute growth strategies that enhance client relationships, revenue generation, and TM solution adoption.
- Effectively communicate and influence senior leadership, regional leadership, segment/vertical LOB leadership and other key leaders in each market across the Bank, specifically the ability to define and lead business partners on key TM strategic needs, initiatives, changes, tactical plans and needed partnerships and dependencies pertinent to TM.
- Maintain an in-depth working knowledge of all treasury management products and services and present client demonstrations as necessary.
- Develop and maintain referral networks with appropriate industry contacts and centers of influence.
- Stay up to date on industry trends and competitive landscape – influence internally and work closely with TM Product Development to review information on competition, trends, and new product offerings in the industry.
- People Leadership: Foster a culture focused on sales excellence, ethics, continuous improvement, and an exceptional client experience.
- Set and manage expectations within the entire Specialty segment that they understand client needs in terms of daily operations, cash application, cash conversion and working capital outcomes and providing a positive client experience and ease of doing business; work with team(s) on selling capabilities that are feasible and within the scope and ability of our systems and processes to meet client needs.
- Performs various management responsibilities including staffing, performance management, coaching and recruitment/hiring.
Also Key Competencies for Position (Skills) list many competencies.
We need to include all that.
Thus Responsibilities section will be large; we can break into
- for each duty.
But we need to avoid too many thin sections; but within Responsibilities we can have a list.
Now Qualifications: we have bullet points: Five (5) or more years of proven leadership experience leading regional or geographically dispersed Treasury Management and/or payments teams, with a demonstrated ability to drive change, improve performance, and achieve business objectives. Minimum of Seven (7+) years of Banking and/or Treasury Management experience. Demonstrated success developing and executing strategic sales and market growth initiatives that drive new business acquisition and deepen client relationships. Strong strategic planning, market development, and business execution skills. Demonstrated ability to lead, motivate, and influence teams and business partners to achieve segment and enterprise-wide objectives. Exceptional interpersonal, communication, presentation, and relationship-building skills, with the ability to influence stakeholders across all organizational levels. Ability to lead effectively in a fast-paced, complex, and evolving environment. Experience developing and implementing client retention strategies. Bachelor's degree in a business-related field (Finance, Economics, Accounting, Marketing, etc.) or equivalent experience. Certified Treasury Professional (CTP) certification preferred or willingness to obtain certification. Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word. Position may require the need to travel to other Old National, client or meeting locations.
We can format as
- .
Skills (Key Competencies for Position): list many competencies each with description. We'll need to capture each competency heading and its description. Could format as
- Competency: description . That preserves info. Pay: Salary Range: $130,500 - $263,800 per year plus bonus. Also note base salary indicated reflects compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on factors: specific responsibilities, candidate’s relevant skills and professional experience, educational qualifications, geographic location. We'll put that in
. Now we need to ensure we don't include any boilerplate like
- .
Skills (Key Competencies for Position): list many competencies each with description. We'll need to capture each competency heading and its description. Could format as
- for each duty.
But we need to avoid too many thin sections; but within Responsibilities we can have a list.
Now Qualifications: we have bullet points: Five (5) or more years of proven leadership experience leading regional or geographically dispersed Treasury Management and/or payments teams, with a demonstrated ability to drive change, improve performance, and achieve business objectives. Minimum of Seven (7+) years of Banking and/or Treasury Management experience. Demonstrated success developing and executing strategic sales and market growth initiatives that drive new business acquisition and deepen client relationships. Strong strategic planning, market development, and business execution skills. Demonstrated ability to lead, motivate, and influence teams and business partners to achieve segment and enterprise-wide objectives. Exceptional interpersonal, communication, presentation, and relationship-building skills, with the ability to influence stakeholders across all organizational levels. Ability to lead effectively in a fast-paced, complex, and evolving environment. Experience developing and implementing client retention strategies. Bachelor's degree in a business-related field (Finance, Economics, Accounting, Marketing, etc.) or equivalent experience. Certified Treasury Professional (CTP) certification preferred or willingness to obtain certification. Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word. Position may require the need to travel to other Old National, client or meeting locations.
We can format as
- for any list of duties/requirements/benefits. So we should identify lists.
Let's extract duties:
From Responsibilities section:
- Leads the development and execution of the TM sales and revenue growth strategy for the SPECIALTY segment.
- Through close partnership with the SPECIALTY Banking team, as well as TM Product Management, Client Experience, and Sales Enablement teams, drives client acquisition, relationship expansion, and overall business growth.
- Identifying strategic growth opportunities.
- Strengthening enterprise-wide partnerships.
- Establishing effective processes across all aspects of TM sales.
- New business development.
- Expansion of existing client relationships.
- Ongoing development of sales talent.
- Ensures delivery of an exceptional client experience while maintaining compliance with bank policies, procedures, and risk management standards.
- Developing, monitoring, and managing performance metrics aligned with Specialty segment goals and objectives.
- As a people leader, provides strategic direction and day-to-day leadership for Specialty segment team members, which may include Market Managers, Treasury Management Consultants, and Analysts.
- Accountable for fostering an exceptional client experience and developing high-performing team members who consistently deliver strong client and business outcomes.
Also later under Key Accountabilities (which we are merging) we have many more duties:
- Achieve Financial Targets: Accountable for leading the Specialty segment team to achieve or exceed budgeted sales goals across deposits, PxV revenue, Corporate Card, and Merchant Services.
- Direct and oversee TM sales execution through regular sales management routines, business development activities, client relationship strategies, and the coaching and development of TM team members to drive performance and results.
- Establish and manage the sales strategy, pipeline expectations, and prospecting disciplines required to drive sustainable growth and achieve Specialty segment revenue objectives.
- Coach, mentor, and develop TM team members to strengthen Specialty segment expertise, sales effectiveness, and overall performance.
- Provide leadership and direction to TM team members, fostering proactive sales behaviors and accountability for achieving business results.
- Monitor and report on Specialty segment performance metrics, including sales revenue, portfolio growth, pricing exceptions, fee waivers and refunds, client attrition, and fee realization.
- Champion an exceptional client experience by guiding the effective resolution of complex client matters and supporting team members as needed.
- Partners with Specialty Banking Relationship Managers and key stakeholders, including Merchant Services, Wealth, and Community Banking, to deliver comprehensive solutions and deepen client relationships.
- Strategy/Collaboration: Serve as TM Specialty egment subject matter expert and liaison to senior leadership at the TM LOB level and/or overall Bank leadership and across all markets/regions.
- Partner with senior leaders across Specialty Banking and key business lines to develop and execute growth strategies that enhance client relationships, revenue generation, and TM solution adoption.
- Effectively communicate and influence senior leadership, regional leadership, segment/vertical LOB leadership and other key leaders in each market across the Bank, specifically the ability to define and lead business partners on key TM strategic needs, initiatives, changes, tactical plans and needed partnerships and dependencies pertinent to TM.
- Maintain an in-depth working knowledge of all treasury management products and services and present client demonstrations as necessary.
- Develop and maintain referral networks with appropriate industry contacts and centers of influence.
- Stay up to date on industry trends and competitive landscape – influence internally and work closely with TM Product Development to review information on competition, trends, and new product offerings in the industry.
- People Leadership: Foster a culture focused on sales excellence, ethics, continuous improvement, and an exceptional client experience.
- Set and manage expectations within the entire Specialty segment that they understand client needs in terms of daily operations, cash application, cash conversion and working capital outcomes and providing a positive client experience and ease of doing business; work with team(s) on selling capabilities that are feasible and within the scope and ability of our systems and processes to meet client needs.
- Performs various management responsibilities including staffing, performance management, coaching and recruitment/hiring.
Also Key Competencies for Position (Skills) list many competencies.
We need to include all that.
Thus Responsibilities section will be large; we can break into