Treasury Management Sales Analyst

Bell Bank•Bloomington, MN

13h

About The Position

The Treasury Management Sales Analyst assists with the sale, setup, and servicing of new and existing clients using Bell Bank’s Treasury Management products and services. The role requires a basic understanding of Treasury Management systems and products and also supports Commercial and Private Banking staff by gathering information and entering requests for new commercial deposit accounts and account maintenance. The analyst supports Treasury Management Officers with proposals, client onboarding, implementation, account reviews, customer inquiries, and recommendations for Treasury Management solutions. The position works collaboratively with internal bank departments to set up and service products, responds to customer needs, and contributes to assigned projects and reporting. Employees are expected to follow Bell Bank’s values, customer service standards, policies, procedures, information-security requirements, and applicable laws and regulations, as well as maintain prompt and reliable attendance.

Requirements

Bachelor’s degree in Business Administration, Finance, or a related field, or equivalent experience.
Strong organizational, verbal, 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

2–4 years of previous Treasury Management and/or related work experience.

Responsibilities

Acquire and maintain basic knowledge of Treasury Management products, services, pricing, and competitors’ product offerings and pricing.
Assist Treasury Management Officers in analyzing and preparing proposals, pro formas, relationship reviews, setup sheets, contracts, and other required documentation.
Assist with submitting paperwork for Treasury Management product implementation, including delegating or owning onboarding for new clients.
Book 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 Treasury Management Officers in analyzing and recommending Treasury Management solutions to existing clients.
Work with related bank support areas to meet customer needs.
Work on assigned projects and initiatives, including preparing reports for internal tracking.
Prepare account reviews for Treasury Management Officers.
Assist with all aspects of new-client onboarding and implementation as needed.
Review analysis statements for accuracy after a new relationship has onboarded.
Collaborate with internal departments to set up and service Treasury Management products.
Conduct basic account reviews as needed and manage basic Treasury Management relationships as needed.
Follow Bell Bank values, service standards, policies, procedures, the Code of Conduct, the Bank Secrecy Act, and applicable state and federal laws and regulations.
Comply with information-security policies and standards protecting sensitive information.
Maintain prompt and reliable attendance and perform other duties as assigned.