at Old National Bank in ChicagoChicago, Illinois, United States
Treasury Management Consultant
US-IL-Chicago | US-IL-Hickory Hills | US-IL-Plainfield | US-TN-Brentwood | US-IN-Indianapolis | US-MO-Clayton | US-MI-Troy
Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.
We are currently seeking a Treasury Management Consultant (TMC) that will be 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 TMC works closely with commercial clients to understand their business, optimize cash flow and minimize financial risk.
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.
Key Competencies for Position
Client Leadership - Uses one's unique expertise/specialization to bring value to each client interaction and to deliver a compelling client experience; seeks information about the client/client's business to develop... For full info follow application link.