Treasury Management Sales Support Associate

Northwest Bank • Columbus, OH • 16h ago

Job Description The Treasury Management Sale Support Associate supports their designated Treasury Management Advisors and works as a liaison between sales and operations. The Treasury Management Sales Support Associate provides outstanding service to both external clients and internal business partners. This candidate has a strong understanding of commercial relationships and Treasury Management solutions. Essential Functions Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Collaborate with TMA to acquire, expand and retain business Assist sales team with client support Develop and understand client's treasury cash management structure and objectives Provide timely follow up with clients and business partners Identify additional Treasury Management opportunities Communicate with clients by email, phone, Teams, Docusign, and in person with professionalism and in a clear and concise manner. Enter detailed notes in CRM System Outbound calling efforts to support ACH, Wire and Express Deposit confirmations Complete Online Banking Enrollment forms for Treasury pro and Architect Assist with the TM implementation, prepare, send and collect required TM agreements and supporting documents Prepare Proformas Coordinate onboarding efforts with TMA and Treasury Management Support Proposal and relationship review preparation Client resolution research and out reach Workflow Management Perform client maintenance Co-manage ACH annual and red flag reviews within required timeframe Assist TMA & RM with New account opening Participate in weekly meeting with TMA to review pending items and upcoming requests Review monthly pricing for new services added to ensure accuracy Qualifications Bachelor's Degree Business, Finance, or related degree preferred 3 - 5 years Treasury Management experience preferred 5 - 6 years Customer Service/Sales preferred Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience, both internal and externally client facing Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters Travel Requirements As Needed for training and occasional team meetings

LI-MM1

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. Equal Opportunity Employer/Prote

Similar Jobs

Finance Sr Analyst - Remote (Portland, Los Angeles, Seattle)

CBRE • Columbus, OH • 24min ago

Finance, Accounting & Banking

Finance Sr Analyst - Remote (Portland, Los Angeles, Seattle) Job ID 244169 Posted 23-Oct-2025 Service line GWS Segment Role @type Full-time Areas of Interest Accounting/Finance, Data & Analytics Location(s) Los Angel...

24min ago

Go to Apply

Finance Intern

OHIO TRANSMISSION CORPORATION • Columbus, OH • 29min ago

Finance, Accounting & Banking

About this role Position Title: Finance Intern (Summer 2026) Location: Columbus, Ohio Reports To: Finance Position Summary: The Finance Intern will support the Finance teams with day-to-day operations, analysis, and repo...

29min ago

Go to Apply

Credit Workout Officer II

Northwest Bank • Columbus, OH • 32min ago

Finance, Accounting & Banking

Job Description The Credit Workout Officer II is responsible for performing a variety of duties including meeting with borrowers, evaluating management teams, and business plans to determine whether to retain or exit cre...

32min ago

Go to Apply

Rates Analyst II/III/IV/V, OH Finance and Regulatory

FirstEnergy Corp • Columbus, OH • 36min ago

Finance, Accounting & Banking

JOB DESCRIPTION About the Opportunity This is an open position with the FirstEnergy Service Company, a subsidiary of FirstEnergy Corp. The selected candidate may be offered a position within the same job family, at a lev...

36min ago

Go to Apply

Accounting Associate

CBRE • Columbus, OH • 17h ago

Finance, Accounting & Banking

Accounting Associate Job ID 241022 Posted 22-Oct-2025 Service line GWS Segment Role @type Full-time Areas of Interest Accounting/Finance Location(s) Atlanta - Georgia - United States of America, Charlotte - North Carolin...

17h ago

Go to Apply

Accounting Intern - Spring 2026

PARKER HANNIFIN CORPORATION • Columbus, OH • 17h ago

Finance, Accounting & Banking

Accounting Intern - Spring 2026 Location : COLUMBUS, OH, United States Job Family : Professional - Entry Job Type : Temporary Posted : Oct 22, 2025 Job ID : 60483 Back to Search Results Job Description Apply Now > Sav...

17h ago

Go to Apply

Associate Accountant

ISC2 • Columbus, OH • 21h ago

Finance, Accounting & Banking

Overview Your Future. Secured. ISC2 is a force for good. As the world's leading nonprofit member organization for cybersecurity professionals, our core values - Integrity, Advocacy, Commitment, Diversity, Equity & In...

21h ago

Go to Apply

Finance & Business Management

JPMorgan Chase • Columbus, OH • 1d ago

Finance, Accounting & Banking

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams...

1d ago

Go to Apply

Campus - NAMR - CIB - Investment Banking - 2025

JPMorgan Chase • Columbus, OH • 1d ago

Finance, Accounting & Banking

At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consis...

1d ago

Go to Apply

Accounts Payable Specialist

Kelly Services • Columbus, OH • 1d ago

Finance, Accounting & Banking

For those who want to keep growing, learning, and evolving. We at Kelly® hear you, and we're here for you! We're seeking an Accounts Payable Specialist to work at a premier client in Columbus, OH. Sound good? Take a clos...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.