Treasury Management Advisor

OH0713 NW Bancshares HQ Job Description Job Summary The Treasury Management Advisor is responsible for Sales of Treasury Management Services to business customers, including following up on referrals from Consumer Banking, Commercial Banking, Business Banking and Trust Services. This position leads and coordinates the sales presentation effort, develops new business that aligns with assigned goals, and communicates with clients to assure customer service is being maintained. Essential Functions + Partner/cultivate relationships with retail offices + Assist Treasury Management Operations Manager with special projects such as introducing new products + Create meaningful relationships with customers to enhance their use of Northwest products and services + Report work progress to supervisor + Co-Plan and co-develop strategic initiatives with Manager + Train departmental personnel on new products and services + Produce quality business proposals + Analyze Northwest and competitionu2019s statements for comparisons + Knowledge of account analysis products + Knowledge of IBS Treasury Management products + Knowledge of non-personal Checking Products + Produce quality Power Point presentations + Knowledge of Municipal Account Product + Knowledge of Sweep Account Product + Analyze/prepare target balance calculations + Analyze/prepare Earning Credit Ratio calculations on analysis accounts + Knowledge of Merchant Services + Knowledge of Business/Debit/Credit Cards + Knowledge of Remote Deposit Capture, ACH, Account Reconciliation, Positive Pay, VISA, Lockbox, and ESCROW Management + Understand business cash flow cycle + Perform face to face presentations and meetings + Follow sales goals and directives + Collaborate with regional team + Prospect/develop new clients + Identify clientu2019s needs and make sound recommendations + Accurately determine possible needs of customers + Coordinate sales efforts with other departments + Determine possible clients for referral + Produce personal accounts from business customers + Perform regular follow-up with customers + Maintain client data in CRM system + Recommend fee generating alternatives + Meet production expectations + Recommend improvements to procedures + Recommend product/service enhancements + Ensure compliance with Northwestu2019s policies and procedures, and Federal/State regulations + Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency + Work as part of a team + Work with on-site equipment Education + Experience preferred + Bacheloru2019s degree in Business, Finance or related + 2-6 years of Lending/Banking experience + 6-8 years of customer service/sales experience + Ability to analyze financial data + Obtain CTP designation This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day. INDEPENDENCE, OH u2022 6480 Rockside Woods Blvd S Suite 345 Independence, OH 44131 COLUMBUS, OH u2022 HQ 3 Easton Oval Columbus, OH 43219 BUFFALO, NY u2022 375 Essjay Road Suite 100 Buffalo, NY 14221 MOUNT JOY, PA u2022 101 East Main Street Mount Joy, PA 17552 WARREN, PA u2022 100 Liberty Street Warren, PA 16365 ERIE, PA u2022 800 State Street Erie, PA 16501 PITTSBURGH, PA u2022 Bellevue 532 Lincoln Avenue Bellevue, PA 15202 u2022 Pittsburgh Business Office 525 William Penn Place Suite 3550 Pittsburgh, PA 15222 WILLIAMSPORT, PA + 300 Market Street Williamsport, PA 17701 FISHERS, IN u2022 11 Municipal Drive Suite 150 Fishers, IN 46037 #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. A t Northwest, weu2019re here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.

Created: 2026-05-01