First Commonwealth Bank
Treasury Management Consultant III
First Commonwealth Bank, Powell, Ohio, United States, 43065
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Treasury Management Consultant III
role at
First Commonwealth Bank .
Consults with and supports business clients to provide the right treasury management solutions for their unique needs. Using strong relationship‑building skills, develops trust through product knowledge and by demonstrating the benefits of accelerating the collection of receivables, managing disbursements, combating check fraud, utilizing excess cash, accessing information, and simplifying their banking. Manages a typical portfolio of treasury management clients with annual fee income of $1.0 million or greater, generates year‑over‑year growth in fee income and deposit balances, and meets annual goals. Assumes a leadership role and mentors Treasury Management Consultants.
Essential Job Responsibilities
Acts as primary Treasury Management representative to assigned accounts and manages the TMC portfolio to identify top clients, growth opportunities, and incremental revenue.
Protects NIM by managing exception rates to ensure profitability in a fluctuating interest‑rate environment.
Generates year‑over‑year growth in treasury management fee income and deposit balances, meeting annual goals; fee revenue includes new Treasury Management revenue, price lifts, merchant revenue, and corporate card/p‑card production.
Identifies cross‑sell opportunities for existing and potential clients to deepen relationships.
Uncovers loan‑only clients without treasury management to develop an action plan to migrate their full operating business to FCB.
Manages individual market business plans to track sales performance against objectives and discusses results at Quarterly Strategy Meetings with leadership.
Manages deal flow rate through pipeline and calling activities in the CRM tool, developing strategies to move “no‑decision” opportunities.
Stays informed of roadmap objectives and creates and manages lead lists in the CMR tool.
Consults with business clients to provide the right treasury management solutions through:
In‑depth discussions to uncover and solve pain points.
Analysis of cash‑flow needs using working‑capital strategies.
Leveraging business intelligence tools and Call Prep documents to perform strategic reviews.
Negotiating with clients to obtain optimal terms and conditions, seeking additional approvals/exceptions as needed.
Leverages strong relationship‑building skills to demonstrate the benefits of accelerating receivables collection, managing disbursements, combating check fraud, utilizing excess cash, forecasting, day‑to‑day cash positioning, and streamlining internal processes.
Assumes a leadership role by mentoring Treasury Management Consultants and Support Associates.
Assists with onboarding and training new hires and continuously strives to build upon knowledge and skills through stretch assignments and mentorship.
Develops and leverages Treasury Management Support Associates to manage day‑to‑day requests, identify additional opportunities, and conduct Service Reviews.
Partners with Support Associates to validate profitability by monitoring new sale audits, exception pricing/parameters, and waivers.
Collaborates with Corporate and Business Bankers, Office Managers, Customer Service, and Operations, and leads joint calling efforts.
Develops new treasury management opportunities through strong collaborative partnerships across the organization (e.g., Branch Network, Wealth Management, First Commonwealth Insurance Agency).
Builds and strengthens Centers of Influence by participating in community, civic, and charitable activities.
Collaborates with other bank departments to ensure all client inquiries and service issues are addressed and answered.
Bona Fide Occupational Qualifications
A Bachelor’s degree in Business or Finance related field, and/or equivalent experience.
A minimum of eight (8) years of commercial banking experience with proven treasury management sales experience.
Exceptional leadership and communication skills, with the ability to influence others; strong computer and analytical skills are required.
Certified Treasury Professional certification preferred.
A valid driver’s license and willingness to travel locally/regionally.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industries Banking
Locations and Salaries
Worthington, OH: $110,000–$120,000
Columbus, OH: $110,000–$140,000
Columbus, Ohio Metropolitan Area: $130,000–$170,000
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Treasury Management Consultant III
role at
First Commonwealth Bank .
Consults with and supports business clients to provide the right treasury management solutions for their unique needs. Using strong relationship‑building skills, develops trust through product knowledge and by demonstrating the benefits of accelerating the collection of receivables, managing disbursements, combating check fraud, utilizing excess cash, accessing information, and simplifying their banking. Manages a typical portfolio of treasury management clients with annual fee income of $1.0 million or greater, generates year‑over‑year growth in fee income and deposit balances, and meets annual goals. Assumes a leadership role and mentors Treasury Management Consultants.
Essential Job Responsibilities
Acts as primary Treasury Management representative to assigned accounts and manages the TMC portfolio to identify top clients, growth opportunities, and incremental revenue.
Protects NIM by managing exception rates to ensure profitability in a fluctuating interest‑rate environment.
Generates year‑over‑year growth in treasury management fee income and deposit balances, meeting annual goals; fee revenue includes new Treasury Management revenue, price lifts, merchant revenue, and corporate card/p‑card production.
Identifies cross‑sell opportunities for existing and potential clients to deepen relationships.
Uncovers loan‑only clients without treasury management to develop an action plan to migrate their full operating business to FCB.
Manages individual market business plans to track sales performance against objectives and discusses results at Quarterly Strategy Meetings with leadership.
Manages deal flow rate through pipeline and calling activities in the CRM tool, developing strategies to move “no‑decision” opportunities.
Stays informed of roadmap objectives and creates and manages lead lists in the CMR tool.
Consults with business clients to provide the right treasury management solutions through:
In‑depth discussions to uncover and solve pain points.
Analysis of cash‑flow needs using working‑capital strategies.
Leveraging business intelligence tools and Call Prep documents to perform strategic reviews.
Negotiating with clients to obtain optimal terms and conditions, seeking additional approvals/exceptions as needed.
Leverages strong relationship‑building skills to demonstrate the benefits of accelerating receivables collection, managing disbursements, combating check fraud, utilizing excess cash, forecasting, day‑to‑day cash positioning, and streamlining internal processes.
Assumes a leadership role by mentoring Treasury Management Consultants and Support Associates.
Assists with onboarding and training new hires and continuously strives to build upon knowledge and skills through stretch assignments and mentorship.
Develops and leverages Treasury Management Support Associates to manage day‑to‑day requests, identify additional opportunities, and conduct Service Reviews.
Partners with Support Associates to validate profitability by monitoring new sale audits, exception pricing/parameters, and waivers.
Collaborates with Corporate and Business Bankers, Office Managers, Customer Service, and Operations, and leads joint calling efforts.
Develops new treasury management opportunities through strong collaborative partnerships across the organization (e.g., Branch Network, Wealth Management, First Commonwealth Insurance Agency).
Builds and strengthens Centers of Influence by participating in community, civic, and charitable activities.
Collaborates with other bank departments to ensure all client inquiries and service issues are addressed and answered.
Bona Fide Occupational Qualifications
A Bachelor’s degree in Business or Finance related field, and/or equivalent experience.
A minimum of eight (8) years of commercial banking experience with proven treasury management sales experience.
Exceptional leadership and communication skills, with the ability to influence others; strong computer and analytical skills are required.
Certified Treasury Professional certification preferred.
A valid driver’s license and willingness to travel locally/regionally.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industries Banking
Locations and Salaries
Worthington, OH: $110,000–$120,000
Columbus, OH: $110,000–$140,000
Columbus, Ohio Metropolitan Area: $130,000–$170,000
#J-18808-Ljbffr