Treasury Management Advisor II

3+ years of related experience in Financial Industry, Branch or Treasury Management Support, or similar field.
Bachelor’s degree or equivalent experience required.
Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
Intermediate speaking and writing communication skills.
Occasional travel required.

Responsible for supporting the Treasury Management Advisor Manager in managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis and close of sale.
Retain and grow customer portfolio with a program of service review, regular calling and industry training.
Develop independent channels to prospect for new Treasury Management clients and manages the process to maintain a pipeline of potential targets.
Complete calls independently or with appropriate partners on customers and prospects in the assigned territory with a focus on those with extensive, complex and/or multi-national treasury management requirements.
Maintain current and comprehensive knowledge of Treasury Management products, services, industry trends, competitive environment and service issues.
Use this knowledge to design customer-centric treasury management solutions, and provide consultative expertise on the liquidity management cycle.
Also responsible for providing industry and product training to internal and external audiences including customers, resource groups and Relationship Managers.
Represent the Bank in the local and regional Treasury Management communities, and in industry groups.