Treasury Management Analyst

Old National Bank; Indianapolis (IN); On-site; USD 55,000 - 104,000; Full time

Job summary

The Treasury Management Analyst at Old National Bank plays a key role in growing the Treasury Management business. Working with the Treasury Management Consultant, you’ll drive revenue growth, strengthen client retention, and deliver a best‑in‑class experience across the sales lifecycle.

You’ll build and nurture internal and external relationships to win new business and expand existing client relationships, ensuring clients understand ONB's TM products and how they help achieve their goals.

Qualifications

• Experience in treasury management or banking is a plus.
• Strong analytical and communication skills.

Responsibilities

• Collaborate with Treasury Management Consultant(s) to drive revenue growth and deepen client relationships.
• Identify new business opportunities and support cross-sell across TM products.
• Analyze profitability and pricing opportunities to support portfolio growth.
• Prepare client-facing materials and proposals for TM opportunities.
• Participate in client meetings and events to build pipeline and strengthen engagement.

Skills

Sales support

Financial analysis

Client relationships

Pricing strategies

Cross-functional collaboration

Job description

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

Job Summary

The Treasury Management Analyst (TMA) serves as a key contributor to the growth and success of the Treasury Management business. This role supports new business development by partnering closely with the Treasury Management Consultant (TMC) to drive revenue growth, strengthen client retention, and enhance the overall client experience. The TMA is actively engaged throughout the entire sales lifecycle, providing strategic insights, analytical support, client engagement and coordination to advance portfolio growth and deliver a best‑in‑class client experience. This role supports our Business Banking segment .

They are responsible for building and collaborating with others to identify and engage an effective network of internal and external relationships to acquire new clients and/or expand existing client relationships all while enhancing the client experience - they seamlessly partner to deliver the entire bank to the client by ensuring clients know ONB's products and services and how those can be leveraged to maximize client achievement of desired goals and outcomes.

Salary Range

The salary range for this position is $55,100 - $104,000 per year plus bonus. 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

• Collaborate with Treasury Management Consultant(s) (TMCs) to execute sales strategies that drive revenue growth and deepen relationships with new and existing clients
• Actively engage and contribute to the sales process by proactively identifying new business opportunities (may be through reporting and/or other tools) and delivering on cross‑sell efforts across the TM product suite; may submit completed profiles and own appropriate solution recommendations
• Complete comprehensive profitability and analytical profiling for current and prospective client relationships including but not limited to analyzing data to identify trends, efficiency opportunities, and revenue optimization strategies, including new business cross‑sell. and pricing opportunities that support portfolio growth
• In partnership with the Treasury Management Consultant, develop pricing strategies, build financial models and evaluate the profitability of current and prospective client relationships.
• Collaborate with cross-functional partners to ensure accurate and timely billing of treasury services. Compile information and prepare final drafts of proposals, RFIs, and RFPs with minimal direction from TMCs
• Partner with TMCs throughout the sales cycle to manage pipeline activity, Salesforce and other reporting, and forecasting
• Maintain current and up-to-date on knowledge of ONB TM products and services; share information internal and externally as appropriate
• Prepare client‑facing materials including proposals, presentations, pricing models, cost‑benefit analysis, competitive analysis, working capital models, and client research with a focus on upselling new TM services and identifying new opportunities.
• Participate in client meetings and joint sales calls with TMCs and/or other Commercial RM partners to build trust, understand business needs, and deliver the entire Bank to the client
• Participate in client events such as roundtables, lunch‑and‑learns, and receptions to help build pipeline and strengthen client engagement
• Contribute to achieving team revenue targets and supporting the continued growth of the Treasury Management business
• Partner with cross‑functional teams to ensure a seamless closing and onboar