Treasury Management Sales Analyst

Busey Bank•Peoria, AZ

9d•Hybrid

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. Additionally, the TM Analyst may work small business referrals to qualify, advance, propose and sell implement TM services.

Requirements

Strong oral and written communication skills
Treasury Management disciplines and related solution sets
Electronic business banking platforms and other financial services
Multi-task and work independently
Results oriented with excellent execution and closing capabilities
Perform duties under frequent time pressures
travel as needed (40%)
Solve problems independently while applying logic and discretion
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 Customer Relationship Management (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.
Reliable and predictable attendance.