Treasury Management Advisor I
Hybrid · Columbus, Ohio, United States
Job Summary
Treasury Management Advisor I focused on building profitable TM relationships and deepening existing ones in Columbus, OH. Responsibilities include sales prospecting, pricing and structuring product proposals, cross-selling bank products, proactively managing banker relationships, routine 1:1s and development of relationship and joint-calling plans, driving and tracking weekly/monthly sales results, and ensuring accurate data entry. The role emphasizes relationship-building with regional partners, staying current on competitive offerings, and collaborating with internal teams to maximize TM opportunities. Requires 3+ years banking experience and a Bachelor’s degree; onsite with potential hybrid work arrangements.
Required Qualifications
- 3+ years of banking experience
- Bachelor's Degree
- Exempt status: Yes (not eligible for overtime)
- Office-based role with potential hybrid work arrangement
- US work authorization
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