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Old National Bank · 3 hours ago

Treasury Management Consultant

St Paul, MN

Full-time

Hybrid

Mid, Senior Level

$78K/yr - $153K/yr

5+ years exp

Old National Bank is a regional powerhouse with a commitment to helping clients achieve their goals and dreams. The Treasury Management Consultant is responsible for generating new revenue and developing full-service Treasury Management relationships with clients, while also collaborating with internal partners to address client liquidity needs and optimize cash flow.

BankingFinancial ServicesWealth Management

Responsibilities

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

Demonstrates the successful expansion of existing relationships, management of risk, responsiveness to client needs, and independent execution of client calls on assigned portfolio of relationships

Responsible for increasing and/or maintaining client retention probability

Participate, coordinate and contribute to deliver an exceptional experience for internal and external clients

Responsible to submit all forms and information required to set-up and onboard TM products/services

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

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

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 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

Qualification

Treasury Management solutionsSales/business developmentBank payment systemsCTP CertificationClient service experienceMicrosoft OfficeProblem-solvingCommunication skillsTeam collaborationTime management

Required

Sufficient and demonstrated knowledge and understanding of bank payment systems, treasury management solutions and competitive practices

Possesses knowledge and understanding of numerous Treasury Management products in conjunction with ONB's business model and strategic plan in addition to adhering to established policies, procedures and/or regulations

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

Ability to manage matters that may have additional complexity or uncertainty, and adapt to new and different circumstances, including supporting different TM (Sales) Consultants with different work style

Proven track record of client interactions and proactive solution development

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

Position may require the need to travel to other Old National, prospect, new, or existing client or meeting locations