MB Financial Bank Treasury Management Advisory Sales Associate/ Associate Senior - Rosemont or Chicago in Chicago, Illinois

Job Description:


*Reference: NB16680 *SUMMARY**__

The TM Advisory Sales Associate partners with the TM Advisory Team to develop new treasury management business and to maintain established treasury management customers of the bank. New business can come in the form of new treasury management customers to the bank or a cross sale of products to an existing customer.


These are the most significant job duties performed. The size, scope and complexity of assigned duties and responsibilities are dependent on the level and experience of the incumbent. To perform this job successfully, an individual must be able to perform each assigned essential duty satisfactorily. Other responsibilities or special projects not specifically mentioned may also_ be assigned.

  • Partners with TM Advisors on the sales process.

  • Prepares sales presentations including proposals and any specific customized materials.

  • Creates pricing proposals and provides pricing recommendations when needed.

  • Prepares structure diagrams for sales presentations.

  • Proactively contacts all new TM customers to establish client satisfaction with TM products and delivery.

  • Partners with TM Advisors on the client review processes.

  • Reviews customer analysis statements to identify customer product needs for cross sell opportunities.

  • Prepares presentation materials for client review meetings including agenda, proposal document, brochures, supporting collateral materials, etc.

  • Follows-up on cross-sales of specific treasury management customers and/or specific treasury management products.

  • Coordinates product implementation with customers.

  • Provides support to clients during the implementation process and, on occasion, high level customer service.

  • Creates pre-filled documents, pro-actively follows-up with customers to answer questions about documents and to ensure the return of the signed documents.

  • Performs internal tracking and follow-up on product implementation requests.

  • Occasionally assists customers with product orientation and training.

  • Provides back-up support for the TM Advisory Sales team and other TM Sales Associates.

  • Understands and complies with all Bank policies and procedures, and federal and state laws and regulations pertinent to this position; stays informed and shares updates on changes with management. Required to successfully complete all required Compliance training.

  • Continuously supports the Bank’s Mission Statement and Core Values.

_TM Advisory Sales Associate Senior - Additional Responsibilities

  • Maintains a portfolio of existing Treasury Management customers to retain their business at the bank.

  • Provides subject matter expertise in Treasury Management Products to offer high level solutions to customers. Strong understanding of pricing of TM products and related products from competitor banks. Able to create pricing pro formats from competitor bank analysis statements.

  • As a senior member of the team, has additional responsibilities to mentor and coach less experiences Sales Associates.

  • Responsible for facilitating customer meetings without the TM Advisor and possibly without the Relationship Manager present. Responsible for having same familiarity with the customer as the TM Advisor.

  • May be given independent sales goals.

  • May work with the TM Product Management team on product gaps or shortcomings that customers have brought to our attention.

  • Expected to manage significant and complex implementations, such as integrations with third party software companies, including following up with all parties to ensure the timeline of the project is on track.

Supervisory Responsibilities_

  • This position has no direct or indirect supervisory responsibilities.

  • The Senior level position may lead__the work of others including, but not limited to, guiding, coaching, mentoring, and training newer/less experienced team members.


_The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

**_Education and Work Experience


Bachelor's degree in**business, finance, accounting and 4+ years (7+ for Senior level) of related experience is required; or equivalent combination of education and experience. Prior experience working in Treasury Management and basic product knowledge is required for the Senior level.

Prior experience within commercial banking strongly preferred.

Certificates and Licenses**


**_Job –Specific Knowledge


  • Customer Service -Highly professional demeanor with excellent telephone skills and etiquette. Utilizes various interpersonal styles and communication methods to positively assist and influence customers.

  • Marketing/Product Management -Knowledge of principles and methods for developing, promoting, and selling products or services. Knowledge of marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. **

  • Sales – proven selling and negotiating skills with effective sales ability and persuasiveness and marketing techniques. Demonstrates knowledge in the following skills: client interviewing, sales, cross selling, consultative sales, proposals preparation, and presentation.



_To perform the job successfully, an individual should demonstrate the following competencies.

Technical Skills**

  • Basic knowledgeof Windows applications and Microsoft Office programs such as MS Project, Word, Excel and PowerPoint.

  • Thorough knowledge of software applications applicable to position/business unit.

Analytical Skills_

  • Identifies and resolves problems.

  • Demonstrates attention to detail

  • Identifies opportunities to increase accuracy and optimize resources and recommends solutions.

Communication Skills**

  • Writes clearly and informatively. Edits work for spelling and grammar.

  • Utilizes variety of interpersonal styles and communication methods to effectively adapt to new work structures, processes, or cultures.

  • Demonstrates group presentation skills and excellent negotiation skills to deal effectively with individuals and groups within and outside the organization.

Time Management Skills__**

  • Demonstrates follow-up skills.

  • Provides timely and professional support to all internal/external customers and vendors.

  • Prioritizes regular workload, special tasks and concurrent projects, allocating time and resources to ensure that work is completed accurately and efficiently within established time frame.


  • Self-motivated. Team-oriented.

  • Establishes and maintains effective, collaborative work relationships both internally and externally.


_The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



_Physical Demands

While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel; and to talk or hear.

  • The employee is frequently required to sit.

  • Spends most of day on phone

_Work Space

  • Cubicle work space with moderate noise level.

_Stress Levels

  • Job is always fast-paced and deadline sensitive.

_Hours of Work

  • Normal business hours with occasional overtime as needed.

  • Local travel between branches and client locations may be required occasionally.

MB Financial is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.**

As a part of the MB Financial hiring process all applicants will be required to submit to and pass a pre-employment urine drug screening.