Treasury Management Sales Analyst

Busey Bank; Oklahoma City (OK); On-site; USD 55,000 - 72,000; Full time

Job summary

Busey Bank is seeking a Treasury Management Sales Analyst to join the sales team, coordinating TM opportunities, implementations and ongoing account maintenance with clients and Busey Associates.

The role involves handling referrals, preparing pricing and proposals, participating in client reviews, and ensuring timely, accurate TM deployments while maintaining strong client relationships.

Qualifications

• Requires Bachelor's degree in Finance or Business.
• 2+ years of banking experience; Treasury Management sales preferred.
• Knowledge of Microsoft Office.

Responsibilities

• Attend sales calls as requested by Commercial and Treasury Management Associates.
• Coordinate product demonstrations for clients and prospects.
• Assist in preparing pricing, proposals, RFPs, presentations and reviews.
• Prepare and manage annual Treasury Management client reviews and follow-ups.
• Gather data for new Treasury Management implementations.
• Monitor implementations to ensure on-time, accurate setups.

Skills

Communication skills

Treasury management

Electronic banking platforms

Education

Bachelor’s degree in Finance or Business

Tools

CRM system

Microsoft Office

Job description

Position Summary

The 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 & Responsibilities

• Attend sales calls, upon request, from other Commercial and Treasury Management Associates
• Coordinate 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
• Reliable and predictable attendance

Education & Experience

• Strong oral and written communication skills
• Treasury Management disciplines and related solution sets
• Electronic business banking platforms and other financial services

Ability to

• Multi-task and work independently
• Results oriented with excellent execution and closing capabilities
• Perform duties under frequent time pressures; travel as needed (40%)
• Solve problems independently while applying logic and discretion

Education 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 Benefits

Salary 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: $55,000- $72,180/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.

• 401(k) match
• profit sharing
• employee stock purchase plan
• paid time off
• medical
• dental
• vision
• company-paid life insurance
• long-term disability
• supplemental voluntary life insurance
• short-term and long-term disability
• wellness incentives
• 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 Opportunity

Busey 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 extraordinary excellence.

Busey is an Equal Opportunity Employer including Disability/Vets.

Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Busey 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 extraordinary excellence.

Busey is an Equal Opportunity Employer including Disability/Vets.

Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

Unsolicited Resumes

Busey 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. Busey offers diverse employment opportunities - both remote and onsite in Arizona, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, New Mexico, Oklahoma and Texas. We strive to place talent applicants in positions that fit both their skillset and career goals. As part of Team Busey, we promise to provide challenges that both drive your career progression and allow opportunities for growth! Busey 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 extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Every day, our associates live Busey’s core values, doing better business, building stronger relationships and creating thriving communities - while delivering meaningful value to shareholders.