Old National Bank
Treasury Management Consultant
Old National Bank, Brentwood, Tennessee, United States, 37027
Overview:
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 a
re
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 new and existing clients in an assigned commercial banking segment.Externally Facing TMCs
partner with Commercial Relationship Managers (Corporate, Business Banking, etc.) and other internal business partners to advise on deposit, TM, risk and other liquidity needs for clients and prospects. The External Facing 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.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 Facing TMCs should actively manage and maintain a new client or bringing TM to a current client via a sales pipelineReview 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 knowledgeExternal Facing TMCs will complete and respond to RFPsDemonstrates the successful expansion of existing relationships, management of risk, responsiveness to client needs, and independent execution of client calls on assigned portfolio of relationshipsResponsible for increasing and/or maintaining client retention probabilityParticipate, coordinate and contribute to deliver an exceptional experience for internal and external clientsResponsible to submit all forms and information required to set-up and onboard TM products/servicesCoordinates the appropriate implementation resources and assists with the implementation meetings (internal/external)Foster a spirit of teamwork and cooperation across business lines.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 TM sales to new prospects and cross-sell TM opportunities to existing Commercial clients.Relationship ManagementManage portfolio of TM clients – serve as primary contact (relationship manager/account manager) for assigned accounts/segmentProficiency in knowledge of all TM solutions and their benefits to our clientsProactively identify and communicate new and cross-sell opportunities directly with the clientMonitor client overdrafts and ACH limitsEnsure complete client satisfaction through proactive partnership and providing timely responses to requestsWork collaboratively with front-end and back-end partners to ensure excellent service, and/or product implementation for new opportunities with existing client requests to retain/maintain existing relationshipsResponsible 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.Client Delivery
Facilitate Treasury Management related communications to new or existing 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
Delights Clients –
Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellenceMaintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externallyUnderstands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or teamNurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder valueMakes Decisions & Solves Problems
– Seeks deeper understanding and takes action
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgencyCollaborates and seeks to understands the root causes of problemsEvaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the timeTakes action that is consistent with available facts, constraints and probable consequenceCompelling Communication –
Openly and effectively communicates with others
Effectively and transparently shares information and ideas with othersTailors the delivery of communication in a way that engages the audience and that is easy to understand and retainUnites others towards common goalAsks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfactionStrategy in Action –
Build your strategic mindset capability
Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goalActively seeks to understand factors and trends that may influence roleAnticipates risk and develop contingency plans to manage risksIdentified opportunities for improvement and seeks insights from other sources to generate potential solutionsAligns activities to meet individual, team and organizational goalsQualifications and Education Requirements
BS/BA degree in Business/Finance preferred or equivalent experience5-10 years of banking experience preferred with 3-5 years of experience in Treasury Management sales, service and/or support2 years of sales/business development experience preferredSufficient knowledge and understanding of bank payment systems, treasury management solutions and competitive practicesPossesses knowledge and understanding of numerous Treasury Management products in conjunction with ONB’s business model and strategic plan in addition to adhering to established policies, procedures and/or regulationsCertified Treasury Professional (CTP) certification preferred or commitment to obtain certification desiredDemonstrated willingness to learn, implement feedback and actDemonstrated ability to develop strong working relationships with clients and internal partnersDemonstrated client service experience required (phone and face-to-face); track record of client interactions and proactive solution developmentAbility to work with multiple clients simultaneously, managing time in a fast-paced environment and applicable resources to ensure work is completed efficiently and within established timeframes; manage projects efficiently and effectivelyStrong problem-solving and critical thinking aptitude; thorough and timely follow-up skills with the ability to make independent decisions based on researched conclusionsAbility to manage matters that may have additional complexity 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 work stylesProven track record of client interactions and proactive solution developmentExcellent written and oral communication skills; able to communicate effectively with all levels in and outside of the organizationDemonstrated ability to grow and develop an assigned client portfolioAbility to work well with others in a collaborative environment as well as the ability to work independently with little supervision or day-to-day guidanceFluent with Microsoft Office programs and well as unique Treasury Management software/system knowledge, ONB’s system is preferredPosition may require the need to travel to other Old National locations to prospect, new, or existing clients or for meeting locations
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, 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!#J-18808-Ljbffr
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 a
re
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 new and existing clients in an assigned commercial banking segment.Externally Facing TMCs
partner with Commercial Relationship Managers (Corporate, Business Banking, etc.) and other internal business partners to advise on deposit, TM, risk and other liquidity needs for clients and prospects. The External Facing 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.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 Facing TMCs should actively manage and maintain a new client or bringing TM to a current client via a sales pipelineReview 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 knowledgeExternal Facing TMCs will complete and respond to RFPsDemonstrates the successful expansion of existing relationships, management of risk, responsiveness to client needs, and independent execution of client calls on assigned portfolio of relationshipsResponsible for increasing and/or maintaining client retention probabilityParticipate, coordinate and contribute to deliver an exceptional experience for internal and external clientsResponsible to submit all forms and information required to set-up and onboard TM products/servicesCoordinates the appropriate implementation resources and assists with the implementation meetings (internal/external)Foster a spirit of teamwork and cooperation across business lines.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 TM sales to new prospects and cross-sell TM opportunities to existing Commercial clients.Relationship ManagementManage portfolio of TM clients – serve as primary contact (relationship manager/account manager) for assigned accounts/segmentProficiency in knowledge of all TM solutions and their benefits to our clientsProactively identify and communicate new and cross-sell opportunities directly with the clientMonitor client overdrafts and ACH limitsEnsure complete client satisfaction through proactive partnership and providing timely responses to requestsWork collaboratively with front-end and back-end partners to ensure excellent service, and/or product implementation for new opportunities with existing client requests to retain/maintain existing relationshipsResponsible 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.Client Delivery
Facilitate Treasury Management related communications to new or existing 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
Delights Clients –
Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellenceMaintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externallyUnderstands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or teamNurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder valueMakes Decisions & Solves Problems
– Seeks deeper understanding and takes action
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgencyCollaborates and seeks to understands the root causes of problemsEvaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the timeTakes action that is consistent with available facts, constraints and probable consequenceCompelling Communication –
Openly and effectively communicates with others
Effectively and transparently shares information and ideas with othersTailors the delivery of communication in a way that engages the audience and that is easy to understand and retainUnites others towards common goalAsks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfactionStrategy in Action –
Build your strategic mindset capability
Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goalActively seeks to understand factors and trends that may influence roleAnticipates risk and develop contingency plans to manage risksIdentified opportunities for improvement and seeks insights from other sources to generate potential solutionsAligns activities to meet individual, team and organizational goalsQualifications and Education Requirements
BS/BA degree in Business/Finance preferred or equivalent experience5-10 years of banking experience preferred with 3-5 years of experience in Treasury Management sales, service and/or support2 years of sales/business development experience preferredSufficient knowledge and understanding of bank payment systems, treasury management solutions and competitive practicesPossesses knowledge and understanding of numerous Treasury Management products in conjunction with ONB’s business model and strategic plan in addition to adhering to established policies, procedures and/or regulationsCertified Treasury Professional (CTP) certification preferred or commitment to obtain certification desiredDemonstrated willingness to learn, implement feedback and actDemonstrated ability to develop strong working relationships with clients and internal partnersDemonstrated client service experience required (phone and face-to-face); track record of client interactions and proactive solution developmentAbility to work with multiple clients simultaneously, managing time in a fast-paced environment and applicable resources to ensure work is completed efficiently and within established timeframes; manage projects efficiently and effectivelyStrong problem-solving and critical thinking aptitude; thorough and timely follow-up skills with the ability to make independent decisions based on researched conclusionsAbility to manage matters that may have additional complexity 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 work stylesProven track record of client interactions and proactive solution developmentExcellent written and oral communication skills; able to communicate effectively with all levels in and outside of the organizationDemonstrated ability to grow and develop an assigned client portfolioAbility to work well with others in a collaborative environment as well as the ability to work independently with little supervision or day-to-day guidanceFluent with Microsoft Office programs and well as unique Treasury Management software/system knowledge, ONB’s system is preferredPosition may require the need to travel to other Old National locations to prospect, new, or existing clients or for meeting locations
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, 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!#J-18808-Ljbffr