Treasury Management Sales & Implementation Specialist

Busey; Fort Worth (TX); On-site; USD 58,000 - 72,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Supplemental voluntary life insurance

Short-term disability

Wellness incentives

Employee assistance program

Pre-tax health savings accounts

Flexible spending accounts

Job summary

Busey Bank is seeking a Treasury Management Sales Analyst to join our Fort Worth team. You will collaborate with the sales group to manage TM opportunities, implementations and ongoing account maintenance.

The role may involve qualifying small business referrals and guiding them from proposal to implementation. You will articulate complex TM solutions, support pricing and proposals, and ensure timely, accurate deployments while maintaining excellent client relationships and staying current on

Qualifications

• Knowledge of Treasury Management disciplines and related solution sets.
• Electronic business banking platforms and other financial services.
• Bachelor’s degree and 2+ years banking experience; Microsoft Office skills.

Responsibilities

• Attend sales calls as needed.
• Coordinate product demonstrations for clients and prospects.
• Assist in preparing pricing/profitability models, proposals and RFPs.
• Prepare and manage follow-up from annual Treasury Management client reviews.
• Gather data and docs for new client implementations.
• Monitor implementation status to ensure timely setups.
• Maintain client and CRM data; kick off TM workflows.
• Qualify referrals and lead proposals to implementation.
• Explain complex solutions clearly to clients; suggest products to reduce risk.
• Act as SME for client questions and service issues.
• Interact with clients and vendors with high service standards.
• Stay current with Treasury Management products and regulations.
• Complete assignments professionally and prioritize work.
• Build trusted relationships with associates, clients, and vendors.
• Represent Busey Bank in a professional manner.
• Maintain confidentiality and compliance.

Skills

Strong communication

Treasury Management

Electronic banking platforms

Education

Bachelor’s degree in Finance or Business

2+ years banking experience

Microsoft Office knowledge

Job description

Busey Bank is seeking a Treasury Management Sales Analyst to join our Fort Worth team. You will collaborate with the sales group to manage TM opportunities, implementations and ongoing account maintenance.

The role may involve qualifying small business referrals and guiding them from proposal to implementation. You will articulate complex TM solutions, support pricing and proposals, and ensure timely, accurate deployments while maintaining excellent client relationships and staying current on