Treasury Management Sales Analyst

1 month ago

Chicago, United States Disability Solutions Full time
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

We invite you to view the opportunity below.

Under direct supervision, work with assigned Treasury Management Officer(s) to perform detailed account analysis reviews, create pro forma statements, prepare sales presentations, request for proposal (RFP) responses and sales proposals utilizing internal and/or external tools to identify sales opportunities and needs. Responsible for supporting customers with their on-going treasury management including receipt, processing and tracking of treasury management related maintenance requests. Additional responsibility for coordination with the Client Delivery team for new sale implementations as well as population of TM related product risk reviews / forms.

This person will also:
  • Work with Commercial Deposits and Treasury Management (CDTM) sales team to execute sales and development strategies outlined in the market's Business Plan. Provide on-going sales call preparation strategy, development, risk form creation and customer support for the CDTM sales team.
  • Analyze competitive account analysis statements and create pricing documents. Prepare sales presentations and RFPs (request for proposal).
  • Support the Bank's sales objectives and campaigns by cross-selling Bank products, or by referring clients to other Bank personnel responsible for such sales.
  • Organize, manage and execute special projects such as report monitoring and portfolio analysis.
  • Attend industry business development events for the purpose of continuing education, prospecting, and networking.


Review the qualifications listed below:

Education
  • Bachelor's Degree or equivalent combination of education and experience in Business. Required
  • Bachelor's Degree or equivalent combination of education and experience in Finance. Required


Experience
  • Less than 2 years in Banking. Required


Licenses and Certifications
  • AAP - Accredited ACH Professional. Preferred
  • CTP - Certified Treasury Professional. Preferred


In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.


Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

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