TREASURY MGMT CONSULTANT

Job Locations US-MN-St Louis Park | US-MN-St Paul Park
Category/Function
Treasury/Finance
Position Type
Regular Full-Time
Requisition ID
2021-7588

Overview

Old National Bank is honored to be named one of the World's Most Ethical Companies for the 10th consecutive year! 

 

Old National Bank was established in 1834. Today, we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company. 

 

The Treasury Management Sales Consultant (TMC) is responsible for generating new revenue and developing full-service TM relationships with existing clients in an assigned commercial banking segment. The TMC partners with Relationship Managers and other internal business partners to advise on deposit, TM, risk and other liquidity needs for clients and prospects. The TMC builds a book of business by growing deposits, maintaining and cross-selling existing clients and prospecting for new relationships. Seen as a trusted advisor, the TMS works closely with commercial clients to understand their business, optimize cash flow and minimize financial risk.

 

Key Accountabilities:

Achieve Sales Targets

  • Devise and execute plan to achieve sales goals and drive fee income to the assigned segment and territory. The plan should include a prospect calling strategy and cross-sell strategy to existing TM clients and new bank relationships.
  • Perform and lead 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 strategy.
  • Demonstrate proficiency in knowledge of all TM solutions and their benefits to clients/prospects.
  • Identify client needs, prepare a thorough proposal and present customized client-focused TM solutions that include working capital analysis (cash flow, benchmarking).
  • 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.
  • Actively manage and maintain a sales pipeline.
  • Review TM sales goals with RMs and other calling partners to ensure they are aware of strategies and calling plans. 

 

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 sales to new prospects and cross-sell opportunities to existing clients.
  • Foster a spirit of teamwork and cooperation across business lines. 

 

Portfolio Management and Client Delivery

  • Facilitate Treasury Management related communications to 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 issues.
  • Take ownership and deliver timely resolution of escalated client issues by coordinating with the TM Analyst and TM Support Team.
  • Communicate recurring or serious product issues to TM Product Manager and recommend viable solutions to improve client experience.
  • Understand and communicate implementation timeline to align with client expectations and track implementation progress.
  • Work with TM Analyst to ensure proper account documentation, including accurate pricing and ongoing reporting and audit requirements.
  • Exhibit proficiency in training clients on various Treasury Management products if needed.
  • 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 equivalent experience.
  • 3-5 years of experience in treasury management sales, service and/or support. Knowledge and understanding of bank payment systems, treasury management solutions and competitive practices
  • CTP Certification preferred or willingness to obtain certification.
  • Demonstrated willingness to learn, implement feedback and act.
  • Ability to develop strong working relationships with clients and associates.
  • Demonstrated client service experience required (phone and face-to-face).
  • Ability to cope with complexity and uncertainty and adapt to new and different circumstances.
  • Ability to effectively communicate with all levels of the organization; strong verbal and written skills.
  • Excellent presentation skills and ability to influence others.
  • Strong creative solution and problem-solving skills.
  • Proven track record of client interactions and proactive solution development.
  • Initiative and ability to work independently while solving problems and managing multiple tasks.
  • Ability to interpret and analyze Financial Statements.
  • Possesses knowledge and understanding of numerous Treasury Management products in conjunction with bank's risk and compliance environment.
  • Proficiency in Microsoft Word, Excel, PowerPoint and unique TM solution-based systems.  

 

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

 

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

 

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Talent Acquisition Director, VP, to fill a specific position.

Options

<p style="margin: 0px;">Sorry the share function is not working properly at this moment. Please refresh the page and try again later.</p>
Share on your newsfeed

Need help finding the right job?

We can recommend jobs specifically for you! Click here to get started.

If you're qualified for a position but need additional help with the application because of a disability, please email HRservices@oldnational.com (This email will respond to accommodation requests only.)