Treasury Management Solutions Consultant

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

Company-paid life insurance and long‑/

Short- and long-term disability

Wellness incentives

Pre-tax health savings accounts

Job summary

Busey is seeking a Treasury Management Sales Analyst in Frisco, TX, to assist the sales team with TM opportunities, implementations, and account maintenance. The role may involve handling small-business referrals and delivering product demonstrations.

Key duties include coordinating client reviews, maintaining CRM data, and communicating complex TM solutions to clients while keeping up to date with regulatory requirements and best practices.

Qualifications

• Bachelor's degree with emphasis on Finance or Business or equivalent.
• 2+ years of banking experience; Treasury Management and/or payment technology sales preferred.
• Proficient in Microsoft Office.
• Knowledge of Treasury Management products and services.

Responsibilities

• Coordinate Treasury Management sales opportunities and implementations.
• Attend sales calls and conduct product demonstrations.
• Prepare pricing/profitability models, proposals, and RFPs.
• Maintain CRM data and Treasury Management workflows.
• Communicate complex solutions to clients and cross-sell services.
• Monitor implementations to ensure on-time, accurate setups.
• Maintain relationships with clients and internal partners.

Skills

Oral & written communication

Treasury Management knowledge

Electronic banking platforms

Education

Bachelor's degree in Finance or Business

Tools

Microsoft Office

Job description

Busey is seeking a Treasury Management Sales Analyst in Frisco, TX, to assist the sales team with TM opportunities, implementations, and account maintenance. The role may involve handling small-business referrals and delivering product demonstrations.

Key duties include coordinating client reviews, maintaining CRM data, and communicating complex TM solutions to clients while keeping up to date with regulatory requirements and best practices.