OverviewResponsibilities
PositionSummary
The Treasury Management Consultant (TMC)is responsible forgrowing Treasury Management revenue, deposits, and client relationships within an assigned Commercial Banking portfolio and territory. The TMC serves as a trusted advisor by delivering customized treasury, liquidity, payments, fraud mitigation, and working capital solutions that help clientsoptimizecash flow, improve operational efficiency, and reduce financial risk.This role is focused onSPECIALTY/GNPSEGMENTclients.
TheTMCpartners closely with Relationship Managers and internal product specialists to develop and execute client strategies, expand share of wallet, and drive profitable growth.Seen as a trusted advisor, the TMC works closely with Commercial clients to understand their business,optimizecash flow and minimize financial risk.
The TMC partnerswith,informally/formally mentors, and aides in thedevelopmentTreasury Management Analysts (TMAs) to support a strong talent pipeline. Through coaching, collaborative client engagement, and exposure to consultative sales activities, the TMC helps TMAs build treasury managementexpertise, sales acumen, and readiness for future TMC roles. The TMC leverages TMAs as strategic partners to enhance client outcomes while developing the next generation of Treasury Management talent.
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.
KeyAccountabilities
Sales Growth & Portfolio Strategy
- Develop and execute strategic market and portfolio plans to achieve Treasury Management revenue, deposit growth, client acquisition, and relationship expansion goals.
- Generate new business through proactive prospecting, referral partner development, joint calling efforts, and industry networking.
- Maintainan active sales pipeline and manage opportunities from prospecting through implementation, including RFPs and proposal requests.
- Lead pricing discussions and negotiations that balance client value with relationship profitability.
- Persuasively communicate Old National Bank's value proposition to clients, prospects, and internal partners.
Consultative Client Engagement
- Leverageconsultative discovery, financial analysis, treasury assessments, benchmarking, and industryexpertisetoidentifyclient opportunities and design customized solutions.
- Analyze payment flows, cash conversion cycles, liquidity structures, financial reporting, and industry trends to recommend solutions that support clientobjectives.
- Develop and present solutions focused on liquidity management, cash flow optimization,receivablesautomation,paymentsefficiency, fraud prevention, commercial card, and treasury technology.
- Attend client meetings, prospect presentations, industry events, board meetings, and business development activities.
Partner Engagement & Education
- Serve as the Treasury Management subject matter expert for Commercial Relationship Managers and business partners.
- Educate relationship managers and partners on Treasury Management products, industry trends, digital payment innovations, fraud mitigation strategies, and treasury best practices.
- Develop joint client strategies and coordinated calling plans to increase Treasury Management revenue and wallet share.
- Communicate pipeline activity, market opportunities, competitive insights, and sales initiatives with internal partners.
- Collaborate with Product Management, Operations, Treasury Support, Deposits, Commercial Payments, Fraud Solutions, and Implementation teams to deliver comprehensive solutions.
Client Delivery & Relationship Management
- Deliver an exceptional end-to-end client experience from discovery through implementation and ongoing relationship management.
- Conduct periodic client reviews toidentifygrowth opportunities and ensure Treasury Management solutions continue to meet clientobjectives.
- Maintainproactive communication with clientsregardingtreasury strategies, operational changes, market trends, and emerging opportunities.
- Partner with Treasury Management Analysts and support teams to resolve client issues, coordinate implementation resources, and support successful onboarding.
- Enhance Old National Bank's reputation through high-quality service, responsiveness, professionalism, and consultativeexpertise.
Risk, Pricing & Operational Excellence
- Manage escalated client situations and ensuretimelyresolution.
- Ensureaccuratepricing, documentation, reporting, and audit requirements aremaintained.
- Maintainstrong risk management and client retention practices throughout the sales and relationship management process.
- Maintainproficiencyin Treasury Management systems and support client education when needed.
Team Contribution & Mentorship
- Foster a culture of teamwork, accountability, collaboration, and sales excellence across business lines.
- Mentor newer Treasury Management professionals and contribute to team development initiatives.
Sales Growth & Portfolio Management
- Develop andmaintaina robust sales pipeline with consistentopportunityprogression and conversion to achieve revenue, deposit, and client acquisition goals.
- Expand Treasury Management wallet share within assigned portfolios through proactive client engagement, consultative selling, and strategic relationship development.
- Identifyand cultivate new business opportunities through collaborative calling efforts with banking partners.\
Client Experience & Advisory Leadership
- Deliver an exceptional client experience by serving as a trusted advisor, proactivelyidentifyingclient needs, and providing strategic treasury solutions that drive measurable value.
- Deepen client relationships through ongoing engagement, periodic business reviews, and proactive recommendations that support clients' evolving financial and operationalobjectives.
- Strengthen client retention and satisfaction by ensuring seamless delivery of Treasury Management solutions andtimelyresolution of client concerns.
Partner Collaboration
- Strengthen Commercial Banking partnerships through coordinated client strategies, joint calling efforts, and shared accountability for relationship growth and portfolio expansion.
- Foster strong collaboration with Treasury Management Analysts, product partners, and support teams to deliver comprehensive client solutions and drive successful sales outcomes.
- Leverage Treasury Managementexpertiseto educate and influence internal partners, increasing treasury product awareness, referral generation, and market penetration.
Risk & Operational Excellence
- Consistently adhere to risk management, compliance, pricing, documentation, and operational standards to protect the bank and clients while supporting sustainable growth.
- Maintain accuracy and integrity in all client proposals, pricing models, sales documentation, and implementation activities.
- Demonstrate sound judgment in risk identification, escalation, and resolution while supporting a culture of compliance and operational excellence.
Market Presence &VisibleLeadership
- Enhance Old National Bank's market presence and reputation through trusted advisory relationships, industry involvement, and thought leadership within the Treasury Management space.
- Represent Old National Bank with professionalism andexpertisein client meetings, industry events, community engagements, and business development activities.
- Contribute to the development of future Treasury Management talent by mentoring Treasury Management Analysts and creating opportunities for their participation in consultative sales activities and client engagement.
Key Competencies for Position
Delights Clients 64;Continuouslyseeksand applies knowledge leading to a best-in-class client experience.
- Passionately serves internal/external clients with excellence
- Maintainsa growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally
- Understands data,metricsand/or financial information, and how they tie to client satisfaction and business outcomes related to position,clientand/or team
- Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value
Makes Decisions & Solves Problems 64; Seeks deeper understanding andtakes action
- Takes ownership of the problem while collaborating with others on a resolution withan appropriate levelof urgency
- Collaborates andseeksto understands the root causes of problems
- Evaluates the implications ofnew informationor events and recommends solutions using decisions that are sound based on what is known at the time
- Takes action that is consistent with available facts,constraintsand probable consequence
Compelling Communication 64;Openly and effectively communicates with others
- Effectively and transparently shares information and ideas with others
- Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain
- Unites others towards common goal
- Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction
Strategy in Action 64;Build your strategic mindset capability
- Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal
- Activelyseeksto understand factors and trends that may influence role
- Anticipates risk and develop contingency plans to manage risks
- Identifiedopportunities for improvement and seeks insights from other sources to generate potential solutions
- Aligns activities to meet individual,teamand organizational goals
Qualifications and Education Requirements
Required Qualifications
- Bachelor's degree in Business, Finance, Accounting, Economics, ora relatedfield,and/or H.S. Diploma/GED withequivalent work experience.
- Minimum 5 years of banking, treasury management, payments, cash management, or commercial banking experience.
- Demonstrated consultative sales and business development experience.
- Proven ability to build,maintain, and expand client relationships.
- Strong financial analysis, negotiation, presentation, and relationship management skills.
- Strong verbal and written communication skills.
- Ability to manage multiple priorities in a fast-paced sales environment.
- Demonstrated commitment to risk management and regulatory compliance.
- Position may require the need to travel to other Old National,clientor meeting locations.
Job titles and career levels will take into account: previous experience, depth and breadth of previous or current institution size 64; the same role for many years or a variety of roles in the same space over a nu