Treasury Management Sales Analyst

Busey-Bank-2; Dallas (TX); On-site; USD 58,000 - 72,200; Full time

Job summary

Busey Bank is seeking a Treasury Management Sales Analyst to join a collaborative sales team in Dallas. You will coordinate opportunities, implementations, and account maintenance, and may handle small business referrals from initial proposal to implementation.

The role emphasizes clear communication, demonstrations, pricing workups, and strong customer service while staying current on regulatory requirements.

Qualifications

• Requires Bachelor’s degree with emphasis on Finance or Business and 2+ years banking experience.
• Experience in Treasury Management and/or payment technology sales preferred.
• Strong oral and written communication skills; ability to multi-task and work independently.

Responsibilities

• Attend sales calls and conduct product demonstrations.
• Coordinate treasury management implementations and client reviews.
• Develop pricing, proposals, RFPs, and payment cycle reviews.
• Maintain CRM data and Treasury Management workflows.
• Act as SME for complex client questions and service issues.

Skills

Strong communication

Treasury Management knowledge

Sales skills

CRM usage

Microsoft Office

Education

Bachelor’s degree in Finance or Business

2+ years banking experience

Treasury Management and/or payment sales

Tools

Microsoft Office

CRM systems

Job description

Position SummaryThe Treasury Management Sales Analyst works with clients and Busey Associates as a vital member of the sales team to coordinate Treasury Management sales opportunities, implementations and account maintenance. Additionally, the TM Analyst may work small business referrals to qualify, advance, propose and sell implement TM services.Duties & ResponsibilitiesAttend sales calls, upon request, from other Commercial and Treasury Management AssociatesCoordinate and conduct product demonstrations for clients and prospects.Assist in preparing treasury and commercial card pricing/profitability models, proposals and RFPs, presentations and payment cycle reviews.Prepare, attend and manage follow-up from annual Treasury Management client reviews.Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations.Monitor the status of active implementations to ensure setups are completed on time and accurately in accordance with client expectations.Maintain a high level of communication with clients and internal partners during the sales and implementation process.Maintain client data in the Customer Relationship Management (CRM) system, including kicking off the Treasury Management workflow for new product implementations.May serve as the main point of contact on Retail-generated small business referrals; make contact with the client to qualify referrals and lead the process from proposal to implementation.Clearly and accurately communicate complex solutions to clients; suggest products and services that increase efficiency and/or reduce risk of fraud.Act as subject matter expert for complex client questions and/or service issues.Interact with internal and external clients while providing extraordinary service.Remain current with all Treasury Management products and services as well as regulatory requirements and understand the impact to the Treasury Management function, products and services, new and existing.Complete job assignments in a professional, timely and efficient manner; organize and prioritize work; utilize appropriate technology and service tools for tracking internal and external requests.Develop and maintain trusted, positive relationships with other Associates, clients and vendors.Represent Busey Bank and the Treasury Management team in a highly professional manner.Maintain confidentiality; adhere to Busey Bank policies and procedures; comply with laws, regulations and industry best practices.Education & ExperienceKnowledge of:Strong oral and written communication skillsTreasury Management disciplines and related solution setsElectronic business banking platforms and other financial servicesAbility to:Multi-task and work independentlyResults oriented with excellent execution and closing capabilitiesPerform duties under frequent time pressures; travel as needed (40%)Solve problems independently while applying logic and discretionEducation and Training:Requires Bachelor’s degree with emphasis on Finance or Business or previous banking and sales experience.2+ years of banking experience; Treasury Management and/or payment technology sales preferred.Requires knowledge of Microsoft Office.Compensation and BenefitsSalary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.(Base Pay Range: $58,000 - $72,200/yr)Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.Equal OpportunityBusey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.Unsolicited ResumesBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.