Sr. Treasury Management Advisor

Job DescriptionThe Sr. Treasury Management Advisor will focus on generating new business from prospects and deepening relationship within their existing book of business. You will work jointly with relationship managers on existing customers who present opportunities from unique situations due to size and/or complexity of requirements. The Sr. Treasury Management Advisor will bring a consultative approach to our business customers, providing ideas and insights based upon the customer needs, and provide superior customer service. This position coordinates, prepares, and presents sales presentation/proposals to customers and prospects, including formal RFP requests.Essential FunctionsDrive the development of new profitable TM business within a designated portfolio of existing customers and prospects including municipalities and higher education clients and prospectsDevelop strategic sales plans and execute them in coordination with relationship managers and other Treasury Services colleagues as appropriatePartner with Merchant Services Sales Executive to identify card processing opportunitiesCoordinate annual relationship reviews and customer callsUnderstand the clients' business needs, short and long term strategies, and industry to better determine cash flow needs and requirements. Identify potential new business opportunities and provide the appropriate solution(s)Understand the competitions' capabilities and be able to best position Northwest BankPromote sales through frequent client meetings and review of new solutions, and share market and industry trendsManage proposal preparation and the entire sales process including public sector request for proposal responsesWork closely with the appropriate Relationship Managers to gain deeper share of wallet with existing clientsGenerate cross-sell opportunities by maintaining strong working relationships with other lines of businessEffectively lead a cash flow conversationPossess strong acumen and knowledge of treasury management solutionsWork on projects as required by departmentManage internal and external networks, such as community or industry relationships, to actively acquire new clientsLeverages reporting and sales tools to proactively identify and successfully convert sales opportunitiesEnsure compliance with Northwest's policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipmentQualificationsBachelor's Degree Business, Finance, or related experience preferredCertified Treasury Professional Upon Hire preferred8 - 12 years Treasury Management Commercial Sales experience required6 - 8 years Financial Services Sales experience preferredAbility to analyze financial dataTravel RequirementsOccasionally Some travel required based upon business and client needsLocationThis position will work onsite Mon - Thurs with Friday as an optional work from home day.#LI-MM1Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Created: 2026-01-26