Treasury Management Sales Analyst

Bell Bank•Bloomington, MN

About The Position

This position assists with the sale, setup, and servicing of new and existing clients using Bell Bank Treasury Management products and services. It requires a basic understanding of Treasury Management systems and products and supports Commercial and Private Banking staff with information gathering and input for new commercial deposit account requests and maintenance. The role also supports customer onboarding, product implementation, account reviews, and ongoing service, working with Treasury Management Officers and internal bank departments as needed. Employees are expected to follow Bell Bank’s values, customer service standards, policies, procedures, Code of Conduct, Bank Secrecy Act requirements, information-security standards, and applicable laws and regulations. Prompt and reliable attendance is expected, along with performing other duties as assigned.

Requirements

Bachelor’s degree in Business Administration, Finance, or a related field, or equivalent experience.
Strong organization, verbal communication, and written communication skills.
Detail-oriented, with the ability to complete and prioritize projects with minimal supervision.
Ability to think clearly, solve problems, develop customer relationships, and embrace new challenges.
Effective time-management and organizational skills.

Nice To Haves

Two to four years of previous Treasury Management and/or related work experience is preferred.

Responsibilities

Acquire and maintain basic product, industry, competitor product-set, and pricing knowledge for Treasury Management products and services.
Assist Treasury Management Officers (TMOs) with analyzing and preparing proposals, pro formas, relationship reviews, setup sheets, contracts, and other required documentation.
Assist TMOs with submitting paperwork for Treasury Management product implementation, including taking ownership of or delegating parts of the onboarding process for new clients.
Book new basic services, including contract execution, setup instructions, and customer training as directed.
Handle basic customer inquiries about products and services and document customer activities.
Assist TMOs in analyzing and recommending Bell Bank Treasury Management solutions to existing clients.
Work with relevant bank support areas and internal departments to meet customer needs and set up and service Treasury Management products.
Work on assigned projects and initiatives, including preparing reports for internal tracking.
Prepare account reviews for TMOs and conduct basic account reviews as needed.
Assist TMOs with all aspects of new-client onboarding and implementation.
Review analysis statements for accuracy after a new relationship has onboarded.
Manage basic Treasury Management relationships as needed.
Follow Bell Bank values, customer service standards, policies, procedures, the Code of Conduct, Bank Secrecy Act requirements, information-security standards, and applicable laws and regulations.
Maintain prompt and reliable attendance and perform other duties as assigned.