Treasury Management Sales Specialist

Busey Bank; Frisco (TX); Vor Ort; USD 58.000 - 72.200; Vollzeit

Zusammenfassung

Busey Bank in Frisco, TX is seeking a Treasury Management Sales Analyst to support the sales team, coordinate TM opportunities, and manage client implementations. The role includes assisting with referrals, delivering demonstrations, and communicating complex solutions to clients.

The TM Analyst will ensure timely setups, maintain CRM data, and act as a SME for TM questions while upholding exceptional service standards.

Qualifikationen

• Bachelor's degree in Finance or Business required.
• 2+ years banking experience; treasury management/sales preferred.
• Microsoft Office proficiency required.

Aufgaben

• Attend sales calls with Commercial and Treasury Management Associates.
• Coordinate and conduct product demonstrations for clients and prospects.
• Prepare treasury and commercial card pricing, proposals and RFPs, presentations and reviews.
• Prepare, attend and manage annual treasury management client reviews.

Kenntnisse

Communication skills

Treasury Management

Multi-tasking

Independent work

Travel readiness 40%

Ausbildung

Bachelor's degree in Finance or Business

2+ years banking experience

Microsoft Office proficiency

Tools

Electronic business banking platforms

Jobbeschreibung

Busey Bank in Frisco, TX is seeking a Treasury Management Sales Analyst to support the sales team, coordinate TM opportunities, and manage client implementations. The role includes assisting with referrals, delivering demonstrations, and communicating complex solutions to clients.

The TM Analyst will ensure timely setups, maintain CRM data, and act as a SME for TM questions while upholding exceptional service standards.