Treasury Management Solutions Consultant

Busey Bank; United States; 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 insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

Wellness incentives

Employee assistance program

Job summary

Busey Bank is seeking a Treasury Management Sales Analyst to join our commercial banking team in the United States. You will coordinate TM sales opportunities, assist with pricing, proposals and client reviews, and manage TM implementations from start to finish.

You will engage with clients and internal partners, deliver product demonstrations, maintain CRM data, and help qualify small business referrals. Travel up to 40% may be required.

Qualifications

• Bachelor’s degree in Finance or Business or related experience required.
• 2+ years of banking experience; Treasury Management and/or payment technology sales preferred.

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 oral and written communication

Treasury Management disciplines

Electronic business banking platforms

Education

Bachelor’s degree in Finance or Business

Tools

Microsoft Office

Job description

Busey Bank is seeking a Treasury Management Sales Analyst to join our commercial banking team in the United States. You will coordinate TM sales opportunities, assist with pricing, proposals and client reviews, and manage TM implementations from start to finish.

You will engage with clients and internal partners, deliver product demonstrations, maintain CRM data, and help qualify small business referrals. Travel up to 40% may be required.