Talent.com
Treasury Management Sales Analyst
Treasury Management Sales AnalystBusey Bank • Oklahoma City, OK, United States
Treasury Management Sales Analyst

Treasury Management Sales Analyst

Busey Bank • Oklahoma City, OK, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Position Summary

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.

Duties & 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.

Education & Experience

  • Knowledge of :
  • Strong oral and written communication skills
  • Treasury Management disciplines and related solution sets
  • Electronic business banking platforms and other financial services
  • Ability to :
  • 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
  • Education and Training :
  • 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.
  • Compensation and Benefits

    Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

    (Base Pay Range : $55,000 - $70,000 annual)

    Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

    Equal Opportunity

    Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability / Vets. Visit Busey.com / Careers to learn more about Busey's Equal Opportunity Employment.

    Unsolicited Resumes

    Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

    [job_alerts.create_a_job]

    Treasury Analyst • Oklahoma City, OK, United States

    [internal_linking.related_jobs]
    Travel Physical Therapy Assistant (PTA) - $1,357 per week in Bethany, OK

    Travel Physical Therapy Assistant (PTA) - $1,357 per week in Bethany, OK

    AlliedTravelNetwork • Bethany, OK, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Triage Staffing LLC to find a qualified Physical Therapy Assistant (PTA) in Bethany, Oklahoma, 73008!. Travel Rehab : Physical Therapy Bethany.Shift Details : 8H ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Analyst

    Analyst

    Jobot • Oklahoma City, OK, US
    [job_card.full_time]
    Bonus, 5% 401k match, medical, dental, vision, flexible culture!.This Jobot Job is hosted by : Brittany Packard.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    U.S. Customs and Border Protection Officer

    U.S. Customs and Border Protection Officer

    U.S. Customs and Border Protection • Alex, Oklahoma, US
    [job_card.full_time] +1
    Customs and Border Protection Officer (CBPO).A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.Customs an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Treasury Management Officer

    Treasury Management Officer

    The Symicor Group • Oklahoma City, OK, United States
    [job_card.full_time]
    Treasury Management Officer - To $120K + Bonus - Oklahoma City, OK - Job # 3442.The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX.Our nationally uniqu...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Financial Success Coach -SSOC

    Financial Success Coach -SSOC

    Oklahoma State University • Oklahoma City, Oklahoma, USA
    [job_card.part_time]
    Monday – Friday, occasionally includes some evenings and weekends.Regular Continuous / Until Further Notice.Special Instructions to Applicants. Resume and cover letter are required for full considerat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapy Assistant (PTA) - $1,357 per week in Bethany, OK

    Travel Physical Therapy Assistant (PTA) - $1,357 per week in Bethany, OK

    AlliedTravelCareers • Bethany, OK, US
    [job_card.full_time]
    AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Physical Therapy Assistant (PTA) in Bethany, Oklahoma, 73008!. Travel Rehab : Physical Therapy Bethany.Shift Details : 8H ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Consumer Insights Analyst (Hiring Immediately)

    Remote Consumer Insights Analyst (Hiring Immediately)

    Maxion Research • Warr Acres, Oklahoma, US
    [filters.remote]
    [job_card.part_time]
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Drive with DoorDash - Flexible Schedule

    Drive with DoorDash - Flexible Schedule

    DoorDash • Lindsay, OK, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Domo Data Analyst

    Domo Data Analyst

    Everlight-solar • Oklahoma City, Oklahoma, United States
    [filters.remote]
    [job_card.full_time]
    Everlight Solar is seeking a skilled Data Analyst who will design and maintain functional programs and applications, producing fully functional software applications according to requirements.As a ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Oklahoma City, Oklahoma
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physical Therapy Assistant-Home Health (PRN, Days)

    Physical Therapy Assistant-Home Health (PRN, Days)

    Mercy • Village, OK, United States
    [job_card.full_time]
    Find your calling at Mercy! Overview The Physical Therapist Assistant assists the Physical Therapist in the provision of physical therapy. The incumbent shall perform physical therapy procedures and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Success Coach -SSOC

    Financial Success Coach -SSOC

    InsideHigherEd • Oklahoma City, Oklahoma, United States
    [job_card.part_time]
    Campus OSU-Oklahoma City Contact Name & Email Abbey Hardin, abbey.Work Schedule Monday – Friday, occasionally includes some evenings and weekends Appointment Length Regular Continuous / Until F...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Representative - Completed Training Required

    Sales Representative - Completed Training Required

    Platinum Supplemental Insurance • Yukon, Oklahoma
    [job_card.full_time]
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Analyst (Remote)

    Business Analyst (Remote)

    Scale AI • Oklahoma City, Oklahoma, United States
    [filters.remote]
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Application Analyst

    Application Analyst

    Axelon Services Corporation • Oklahoma City, OK, US
    [job_card.full_time]
    The Applications Analyst is responsible for supporting application implementations, upgrades, and ongoing maintenance activities, and supports Technology Governance, the Project Management Lifecycl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Analyst - AI Trainer ($150 per hour)

    Remote Financial Analyst - AI Trainer ($150 per hour)

    Mercor • Oklahoma City, Oklahoma, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Telemedicine Physician

    Telemedicine Physician

    QuickMD • Lindsay, OK, US
    [job_card.full_time]
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Revenue Cycle Management (RCM) Business Analyst (Consulting)

    Revenue Cycle Management (RCM) Business Analyst (Consulting)

    SolomonEdwards • Oklahoma City, OK, United States
    [job_card.full_time]
    SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support.We work with some of the w...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]