Treasury Management Cnslt, Sr

Overview

Old National Bank has been serving clients and communities since 1834. With over $70 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. 

 

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance.  401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers 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 offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

Job Summary

The Treasury Management Consultant (TMC) is responsible for generating new revenue and developing full-service Treasury Management (TM) relationships with new and existing clients in an assigned commercial banking segment.  This role is focused on Corporate clients.

They partner with Commercial Relationship Managers (Corporate, Specialty, Commercial, Business Banking, etc.) 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 finding new clients, prospecting new relationships, growing deposits, maintaining and cross-selling ONB products and services to existing clients (if the portfolio is large and/or complex enough – the maintaining and cross-selling could be handled by a TMC focused on the existing portfolio versus finding new clients and sourcing new external relationships).  Seen as a trusted advisor, the TMC works closely with Commercial clients to understand their business, optimize cash flow and minimize financial risk.

 

Salary Range

The salary range for this position is $81,700.00/Yr. - $165,100.00/Yr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

 

Key Accountabilities

 

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 depending on the focus – external/new clients or existing portfolio – to current TM clients and new bank relationships.
• 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 expan