Treasury Management Sales Analyst

Nicolet National Bank•West Des Moines, IA

About The Position

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. As a Treasury Management (TM) Sales Analyst, your primary role is to provide essential support to the TM Sales Officer(s) throughout the entire client lifecycle, from initial meetings and proposals to implementation and ongoing client servicing. You will report to the TM Sales Analyst Team Lead and collaborate closely with the sales team to ensure a seamless and successful sales and implementation experience for the client.

Requirements

Associate degree or equivalent combination of education and related work experience.
In addition to education in the field of business or related field, prefer 3-5 years of experience in a TM sales or operational-related role.

Nice To Haves

Banking or financial experience is preferred.

Responsibilities

Client Engagement: Act as a key point of contact for prospects and clients during the sales process, demonstrating a deep understanding of their needs and objectives.
Proposal Development: Assist the Sales Officer in preparing comprehensive and tailored proposals that address the client’s specific requirements. This includes gathering data, conducting research, and creating persuasive documentation.
Data Analysis: Analyze financial data, market trends, and client information to provide insights that support the development of client-specific solutions and proposals related to cash management, client collections and streamlining payments while educating on proper fraud protections.
Request For Proposal (RFP) Presentation Preparation: Collaborate with the Sales Officer to create compelling presentations to effectively communicate the value proposition of TM services to clients. Collect data from all applicable business units to consolidate into a formal RFP, utilizing marketing as the main point of contact for final production.
Client Onboarding: Facilitate a smooth transition from proposal acceptance to implementation by coordinating with various internal teams and departments. Ensure all client requirements are met during this critical phase.
Documentation and Compliance: Ensure all necessary documentation, contracts, and agreements are accurately completed and comply with regulatory and internal standards. Prepare all necessary legal documents for a new client transition and existing client’s needs to add additional services, including applicable risk exposures. Once documents are executed, responsible for uploading completed documents to the applicable platform.
Client Servicing: Serves as primary contact for all new clients after transition, responding in a timely manner to all inquiries for assistance (typically within 24 hours).
Within 45 days of implementation completion, pull analysis statements and do a review to ensure all products were boarded correctly with the right pricing.
Conduct annual relationship reviews and update risk exposure worksheets with the client and engage TM Sales to keep them apprised of the review and collaborate on recommendations to be provided to the client.
Annually review commercial deposit portfolio for Sales Officer to help identify business changes that may have TM related needs associated with the applicable transaction change.
Proactively reach out to client base to communicate fraud trends that may be applicable to their type of business or how they process their accounts receivable and/or accounts payables.
Reporting: Generate reports and updates on the status of client engagements, sales progress, and key performance metrics to assist in decision-making and performance evaluation.
Collaboration: Work closely with the TM Sales Analyst Team Lead and other team members to streamline processes, improve efficiency, and enhance the overall client experience. Proactively identifies and makes referrals to other business units and connects customers to the appropriate employee; cross-sells MWO fee-generating products/services to existing clients using TM expertise.
Administrative Support: Provide administrative support to the Sales Officer, including scheduling meetings, managing calendars, and assisting with travel arrangements when necessary. And providing coverage when the TM Sales Officer is out of the office, escalating customer issues to Market President, as appropriate.
Training and Development: Continuously improve your knowledge and skills related to TM services, sales techniques, and financial products through training and professional development opportunities. Attends all regularly scheduled TM Support (and TM Sales meetings, when applicable) to stay connected on future updates, projects, or product releases; communicated any online or product changes/updates to TM clients.
Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.