Northwest Bank · 1 day ago
Sr. Treasury Management Advisor
Columbus, OH
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expNorthwest Bank is seeking a Sr. Treasury Management Advisor who will focus on generating new business and deepening relationships within their existing portfolio. The role involves working with relationship managers to provide consultative services to business customers and managing the sales process for treasury management solutions.
BankingFinancial Services
Responsibilities
Drive the development of new profitable TM business within a designated portfolio of existing customers and prospects including municipalities and higher education clients and prospects
Develop strategic sales plans and execute them in coordination with relationship managers and other Treasury Services colleagues as appropriate
Partner with Merchant Services Sales Executive to identify card processing opportunities
Coordinate annual relationship reviews and customer calls
Understand 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 Bank
Promote sales through frequent client meetings and review of new solutions, and share market and industry trends
Manage proposal preparation and the entire sales process including public sector request for proposal responses
Work closely with the appropriate Relationship Managers to gain deeper share of wallet with existing clients
Generate cross-sell opportunities by maintaining strong working relationships with other lines of business
Effectively lead a cash flow conversation
Possess strong acumen and knowledge of treasury management solutions
Work on projects as required by department
Manage internal and external networks, such as community or industry relationships, to actively acquire new clients
Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities
Ensure compliance with Northwest’s 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
Qualification
Required
8 - 12 years Treasury Management Commercial Sales experience required
Ability to analyze financial data
Preferred
Bachelor's Degree Business, Finance, or related experience preferred
Certified Treasury Professional Upon Hire preferred
6 - 8 years Financial Services Sales experience preferred
Company
Northwest Bank
Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.
1001-5000 employees
H1B Sponsorship
Northwest Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (7)
2023 (3)
2022 (1)
2021 (5)
2020 (3)
Funding
Current Stage
Late StageLeadership Team
Louis Torchio
President & Chief Executive Officer
Jim Colestro
Retail Lending > Small Business Banking > Payments
Recent News
2025-10-31
2025-10-10
Company data provided by crunchbase