The Treasury ManagementInsideConsultantis responsibleforgenerating new revenue and developing full-service TM relationships with new and existing clients in an assigned segment. Theyparticipateinjoint portfolio management withCommunity Banking CenterManagers, Treasury Management Consultants,Commercial RelationshipManagers,and/or other referral partners.The Treasury Management Inside Consultantoptimizesopportunities through deal teams and sales calls as well asprovidessupport for TMsalesactivities through preparation of presentations, bids/proposals,and requestsfor information.Sales activities are primarily through phone calls, videoconferencingand email.
Salary Range
The salary range for this position is $62,300/Yr. - $122,400/Yr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Independentlysolicitand develop client / prospect relationshipsprimarily withinthe Community banking channelproviding support toSmall Business Relationship Managers,andBanking Center Teammembers.
- Focusonsalesand support of TM products and services.Maintain client portfolio andmanage toretention, needs satisfaction, portfolio growth and othersales objectivesstatedby business plan.
- Quarterback theon-boardingof new and current TM clients and communicate the progress to the relationship team.
- Provide effective cross selling and referral activities.
- Provide an in-depth working knowledge of all TM products and services, including the technical products.Demonstrate that knowledge byconsulting with and presenting solutionsto clients and prospectstypically viaoutboundphone andvideo conference calls.
- Coordinate client and implementation follow-up with RMs, Treasury Management Analysts, Product Management, and Customer Care. Be constantly aware and takeappropriate actionwith the referring business queue, and operational support areas.
- Activelyparticipatein the sales planning process and serve as the TM SME for the teams.
- Remain current on new developments in the Treasury Management marketplace.
Key Competencies for Position
Delights Clients -Continuouslyseeksand applies knowledge leading to a best-in-class client experience.
- Passionately serves internal/external clients withexcellence.
- Maintainsa growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally andexternally.
- Understands data,metrics,and/or financial information, and how they tie to client satisfaction and business outcomes related to position,client,and/orteam.
- Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigateriskand add shareholdervalue.
Makes Decisions & Solves Problems- Seeks deeper understanding andtakesaction.
- Takes ownership of the problem while collaborating with others on a resolution withan appropriate levelof urgency
- Collaborates andseekstounderstandsthe root causes ofproblems.
- Evaluates the implications ofnew informationor events and recommends solutions using decisions that are sound based on what is known at thetime.
- Takesaction that is consistent with available facts,constraints,and probableconsequences.
Compelling Communication -Openly and effectivelycommunicateswithothers.
- Effectively and transparentlysharesinformation and ideas withothers.
- Tailors the delivery of communication in a way that engages the audience and that is easy to understand andretain.
- Unites others towards commongoal.
- Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on asolution,and checking forsatisfaction.
Strategy in Action -Build your strategic mindsetcapability.
- Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broadergoal.
- Activelyseeksto understand factors and trends that may influencerole.
- Anticipates risk and develop contingency plans to managerisks.
- Identifiedopportunities for improvement andseeksinsights from other sources to generate potentialsolutions.
- Aligns activities to meet individual,team,and organizationalgoals.
Qualifications and Education
- A bachelor'sdegree ispreferredor H.S. diploma/GED with equivalent experience
- 1-5 years of banking experience preferred withexperience / knowledge of Treasury Management products ina sales,service,and/or supportcapacity.
- Greatinterpersonal skills
- Strong sales aptitude and sales drive arerequired.
- 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 establishedtimeframes;manageprojects efficiently andeffectively.
- Fluent with Microsoft Officeprograms, andSalesforceas well as unique Treasury Management software/system knowledge, ONB's system ispreferred.
- Demonstrated ability to develop strong working relationships with clients and internalpartners.
- Occasional travel to other branch or meeting locationswithin assigned territory
- Strong analytical abilityrequiredincluding detailorientation.
- Excellent written and verbal communication skills
- Ability to manage matters that may haveadditionalcomplexity or uncertainty, and adapt to new and different circumstances, including supporting different internal Sales Consultants, new or existing clients and/or other internal partners with different workstyles.
- Ability to work well with others in a collaborative environment as well as the ability to work independently with little supervision or day-to-dayguidance.
- Demonstrated ability togrow and develop and/or manage (retain)an assigned (or segment) clientportfolio.
Key Measures of Success/Key Deliverables:
- Achieve annualnew salesrevenue goals based on the sale of Treasury Management products and services tonew and existing clients. Maintain and grow existingsegmentor assigned Treasury Management and depositportfoliothrough client retention and deepening existing relationships with the addition of the right products and services.
- Achieve overall Treasury Management revenue for the individual's target portfolio size (growth) as of year-end.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
