Treasury Management Sales Specialist

Busey; Frisco (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, dental, vision

Job summary

Busey Bank in Frisco, TX is seeking a Treasury Management Sales Analyst to coordinate TM sales opportunities, implementations and account maintenance. You will work with clients and Busey Associates to qualify referrals, prepare pricing/proposals, and manage client reviews.

The role requires strong communication, multitasking, and knowledge of TM products. Travel up to 40% may be required as part of client engagements and demos.

Qualifications

• 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.

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; 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

Communication skills

Treasury Management

Electronic banking platforms

Multi-tasking

Closing capabilities

Education

Bachelor's degree in Finance or Business

2+ years banking experience

Microsoft Office knowledge

Tools

CRM software

Pricing tools

Job description

Busey Bank in Frisco, TX is seeking a Treasury Management Sales Analyst to coordinate TM sales opportunities, implementations and account maintenance. You will work with clients and Busey Associates to qualify referrals, prepare pricing/proposals, and manage client reviews.

The role requires strong communication, multitasking, and knowledge of TM products. Travel up to 40% may be required as part of client engagements and demos.