Treasury Management Growth Analyst

Platte-Valley-Companies; Scottsbluff (NE); On-site; USD 55,000 - 75,000; Full time

Job summary

Platte Valley Bank in Scottsbluff, Nebraska, seeks a Treasury Management Sales Analyst to support Treasury Management Officers with analyses, annual reviews, and portfolio reporting. The role aims to improve efficiency, enhance client experience, and grow revenue from deposits and treasury fees.

Duties include delivering profitability analyses, leading relationship reviews, pricing strategy design, maintaining schedules and data, and supporting training and sales pipeline activities.

Qualifications

• Minimum qualifications include a HS diploma; higher levels add requirements.
• Associates or Bachelor’s degree preferred per level.
• Experience in banking/treasury management or related field preferred at each level.

Responsibilities

• Develop and deliver complex Treasury Management analyses and profitability assessments for prospects and clients.
• Lead annual Treasury Management relationship reviews and provide actionable recommendations.
• Design pricing strategies for Treasury Management products and services to support business development.
• Track and maintain annual review schedules and related documentation.
• Maintain customer and prospect information within applicable systems.
• Participate in internal training and education related to Treasury Management products and industry trends.
• Support departmental reporting, goal tracking, and sales pipeline management.
• Other duties as assigned.

Skills

Analytical skills

Communication skills

Attention to detail

Time management

Customer service

Independence

Education

High School Diploma

Associates Degree

Bachelor’s Degree in business/finance/accounting

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Platte Valley Bank in Scottsbluff, Nebraska, seeks a Treasury Management Sales Analyst to support Treasury Management Officers with analyses, annual reviews, and portfolio reporting. The role aims to improve efficiency, enhance client experience, and grow revenue from deposits and treasury fees.

Duties include delivering profitability analyses, leading relationship reviews, pricing strategy design, maintaining schedules and data, and supporting training and sales pipeline activities.