Treasury Management Sales & Implementation Specialist

Busey Bank; Fort Worth (TX); On-site; USD 58,000 - 72,200; 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

Company-paid life insurance

Long-term disability

Wellness incentives

Employee assistance program

Job summary

Busey Bank's Treasury Management team in Fort Worth seeks a Sales Analyst to coordinate TM opportunities, implementations and ongoing account support. You will work closely with the sales group and clients to demonstrate TM solutions and ensure smooth setup.

You will prepare pricing, participate in client reviews, and maintain CRM data while delivering high-quality service and expert guidance on complex TM questions.

Qualifications

• Strong oral and written communication skills.
• Knowledge of Treasury Management disciplines and related solution sets.
• Experience with electronic business banking platforms and other financial services.

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 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.

Skills

Strong oral and written communication

Treasury Management disciplines and関連

Electronic business banking platforms

Education

Bachelor's degree with emphasis on Finance or Business

Tools

Microsoft Office

Job description

Busey Bank's Treasury Management team in Fort Worth seeks a Sales Analyst to coordinate TM opportunities, implementations and ongoing account support. You will work closely with the sales group and clients to demonstrate TM solutions and ensure smooth setup.

You will prepare pricing, participate in client reviews, and maintain CRM data while delivering high-quality service and expert guidance on complex TM questions.