Treasury Management Consultant

Treasury Management Consultant

Job Locations

US-MN-Saint Paul

Category / Function

Treasury / Finance

Position Type

Regular Full-Time

Requisition ID

2025-18874

Workplace Type

On Site

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

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.

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 annual salary range for this position is $77,900 - $153,000. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.

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 expansion of existing relationships, management of risk, responsiveness to client needs, and independent execution of client calls on assigned portfolio of relationships
• Responsible for increasing and / or maintaining client retention probability
• 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
• Completes and responds to customer RFPs
• Coordinates 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

Client Delivery

Key Competencies for Position

Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.

Makes Decisions & Solves Problems - Seeks deeper understanding and takes action

Compelling Communication - Openly and effectively communicates with others

Strategy in Action - Build your strategic mindset capability

Qualifications and Education Requirements

Key Measures of Success / Key Deliverables

Treasury Management Consultant roles may vary between TMC II, TMC III, and TMC Sr - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to : previous experience, depth and breadth of previous or current institution size - the same role for many years or a variety of roles in the same space over a number of years, skills, knowledge, previous performance and success factors, proven ability to achieve sales targets year over year, education / certification, length of time in TM industry or a similar revenue generating role.

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, SVP, 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!

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