Treasury Management Sales Analyst

Busey Bank • Oklahoma City, OK

2d

About The Position

The Treasury Management Sales Analyst works with clients and Busey Associates as a vital member of the sales team to coordinate Treasury Management sales opportunities, implementations, and account maintenance. The analyst may also handle small-business referrals by qualifying opportunities, advancing them, preparing proposals, and selling and implementing Treasury Management services.

The role supports Treasury Management and commercial card sales, client reviews, product demonstrations, proposals, and new-client implementations. It maintains clear communication with clients and internal partners, keeps client and workflow information current in the CRM, and helps ensure implementations are completed accurately and on time. The analyst may serve as the primary contact for Retail-generated small-business referrals and as a subject matter expert for complex client questions or service issues.

The position requires current knowledge of Treasury Management products, services, and applicable regulatory requirements, along with professional client service, confidentiality, compliance with policies and laws, and reliable attendance. Travel may be needed, up to 40%.

Requirements

• Strong oral and written communication skills.
• Knowledge of Treasury Management disciplines and related solution sets.
• Knowledge of electronic business banking platforms and other financial services.
• Ability to multitask and work independently.
• Results-oriented approach with excellent execution and closing capabilities.
• Ability to perform duties under frequent time pressures.
• Ability to solve problems independently using logic and discretion.
• Bachelor’s degree with an emphasis in Finance or Business, or previous banking and sales experience.
• At least 2 years of banking experience.
• Knowledge of Microsoft Office.
• Travel as needed, up to 40%.

Nice To Haves

• Treasury Management and/or payment technology sales experience.

Responsibilities

• Attend sales calls, when requested, with Commercial and Treasury Management Associates.
• Coordinate and conduct product demonstrations for clients and prospects.
• Assist with treasury and commercial card pricing and profitability models, proposals, RFPs, presentations, and payment cycle reviews.
• Prepare for, attend, and manage follow-up from annual Treasury Management client reviews.
• Gather data, processing instructions, documentation, and other information needed for new-client Treasury Management implementations.
• Monitor active implementations to ensure setups are completed accurately and on time in line with client expectations.
• Maintain communication with clients and internal partners throughout the sales and implementation process.
• Maintain client data in the CRM system, including initiating Treasury Management workflows for new product implementations.
• Serve, when applicable, as the main contact for Retail-generated small-business referrals; qualify referrals and lead the process from proposal through implementation.
• Explain complex solutions clearly and accurately, and suggest products and services that improve efficiency or reduce fraud risk.
• Act as a subject matter expert for complex client questions and service issues.
• Provide extraordinary service to internal and external clients.
• Remain current on Treasury Management products, services, and regulatory requirements and understand their impact on the function and its offerings.
• Complete assignments professionally, promptly, and efficiently; organize and prioritize work; and use appropriate technology and service tools to track requests.
• Develop and maintain trusted, positive relationships with Associates, clients, and vendors.
• Represent Busey Bank and the Treasury Management team professionally.
• Maintain confidentiality, follow Busey Bank policies and procedures, comply with laws and regulations and industry best practices, and maintain reliable and predictable attendance.

Benefits

• The role may be eligible for a bonus or incentives based on company and individual performance.
• 401(k) match.
• Profit sharing.
• Employee stock purchase plan.
• Paid time off.
• Medical, dental, and vision coverage.
• Company-paid life insurance and long-term disability.
• Supplemental voluntary life insurance.
• Short-term and long-term disability.
• Wellness incentives.
• Employee assistance program.
• Eligible associates may access pre-tax health savings accounts and flexible spending accounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level