TREAS MGMT CLIENT ADVISOR at Old National Bank in Savage, Minnesota

Job Description:

Overview

Old National Bank was established in 1834. Today, we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Retail Banking, Investments, and Wealth Management. At Old National we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company.

In 2020, Ethisphere Institute announced Old National Bank as one of the World's Most Ethical Companies for the ninth consecutive year.

The Treasury Management Analyst (TMA) role will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience for the TMC(s) and client segment supported. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team).

Responsibilities:

• Support and Assist assigned TM Consultants in all aspects of the sales process


• Proficiency in knowledge of all TM solutions and their benefits to our clients


• Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process


• Engagement and involvement in client call preparation, Business Process Reviews, proposal generation, presentations, relationship reviews, client and industry trend analysis, working capital analysis and interpretation, and pricing proforma


• Analyzes client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy


• Work jointly with cross-functional team and assist in overall solution development and value proposition


• Prepare a thorough proposal draft that deliver customized TM solutions to clients/prospects


• Manages Annual TM Review - prepares Review docs, schedules Review, completes follow-up tasks


• Analyzes portfolios to develop product lead lists for the TM Consultant and RM


• Review and data mine existing portfolio of assigned TMCs for revenue enhancement and/or cross-sell opportunities


• Proactively identifies and communicates new and cross-sell opportunities w/TM Consultants and/or directly w/the client as appropriate


• Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews


• Identifies solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities


• Will serve as quality control of current client charges to identify and resolve revenue leakage


• Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends


• Ensures complete client satisfaction through proactive partnership and providing timely responses to requests


• Coordinates the appropriate implementation resources and assists with the implementation meetings (internal/external)


• Works collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests


• Responsible for increasing/maintaining client retention probability


• Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc.


• 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


• Coordinates logistics/speakers for one-on-many client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions)


• Other duties as requested.

• BS/BA degree in Business/Finance preferred or equivalent experience


• 2-5 year's banking experience, 1 year of Treasury Management Service experience.


• Demonstrated willingness to learn, implement feedback, and take action.


• Ability to develop strong working relationships with clients and associates.


• Demonstrated client service experience required (phone and face-to-face)


• Ability to cope with complexity, uncertainty, and adapts to new and different circumstances, including supporting different TM Sales Consultants with different work styles


• Ability to effectively communicate with all levels of the organization; strong verbal and written skills


• Strong creative solution and problem-solving skills


• Critical thinking and project management experience


• Proven track record of client interactions and proactive solution development


• Initiative and ability to work independently while solving problems and managing multiple tasks


• Ability to interpret and analyze Financial Statements


• Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment


• Critical thinking and project management experience


• Advanced proficiency in Microsoft Word, Excel, PowerPoint and unique TM solution-based systems

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 Talent Development Team Leader, VP, to fill a specific position.