Treasury Management Sales & Implementations Specialist

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

Job summary

Busey is seeking a Treasury Management Sales Analyst in Fort Worth, TX to collaborate with clients and the sales team to coordinate Treasury Management opportunities, implementations and account maintenance.

The role includes presenting TM solutions, preparing pricing and proposals, supporting client reviews, and ensuring timely, accurate implementations while maintaining strong communication with clients and internal partners.

Qualifications

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

Responsibilities

• Attend sales calls and coordinate product demonstrations.
• Assist in preparing pricing, proposals and RFPs, presentations and reviews.
• Prepare and manage Treasury Management client reviews and implementations.
• Gather data and information for new TM implementations and ensure timely setups.
• Maintain CRM data and kick off TM workflows for new implementations.
• Communicate complex TM solutions to clients and internal partners.

Skills

Strong communication

Treasury Management

Electronic banking

Education

Bachelor’s degree in Finance or Business

Job description

Busey is seeking a Treasury Management Sales Analyst in Fort Worth, TX to collaborate with clients and the sales team to coordinate Treasury Management opportunities, implementations and account maintenance.

The role includes presenting TM solutions, preparing pricing and proposals, supporting client reviews, and ensuring timely, accurate implementations while maintaining strong communication with clients and internal partners.