Treasury Management Sales Specialist

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

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Medical/Dental/Vision

Life insurance

Disability coverage

Wellness incentives

HSA/FSA options

Job summary

The Treasury Management Sales Analyst at Busey works with clients and Busey Associates as a vital member of the sales team to coordinate Treasury Management sales opportunities, implementations and account maintenance. You may also handle small business referrals to qualify, advance, propose and sell TM services from proposal to implementation.

Responsibilities include coordinating product demonstrations, preparing pricing/profitability models, managing annual client reviews, gathering data for

Qualifications

• 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.

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 communication skills

Treasury Management knowledge

Electronic banking platforms knowledge

Microsoft Office knowledge

Multi-tasking and independent work

Results-oriented with execution and '闭

Problem solving with discretion

Travel up to 40%

Education

Bachelor’s degree in Finance or Business

2+ years banking experience (Treasury Management or payment tech sales preferred)

Tools

Microsoft Office

Job description

The Treasury Management Sales Analyst at Busey works with clients and Busey Associates as a vital member of the sales team to coordinate Treasury Management sales opportunities, implementations and account maintenance. You may also handle small business referrals to qualify, advance, propose and sell TM services from proposal to implementation.

Responsibilities include coordinating product demonstrations, preparing pricing/profitability models, managing annual client reviews, gathering data for