Treasury Management Specialist

5 days ago


Nashville, Tennessee, United States Old National Bank Full time
About the Role

We are seeking a highly skilled Treasury Management Analyst to join our team at Old National Bank. As a key member of our Treasury Management team, you will be responsible for developing strategies for revenue growth, client retention, and client experience.

Key Responsibilities
  • Partner with Treasury Management Consultants to drive sales and implementation of Treasury Management solutions.
  • Develop and maintain knowledge of Treasury Management products and services, including their benefits and features.
  • Communicate effectively with internal and external clients to influence sales outcomes and drive revenue growth.
  • Assist with client call preparation, business process reviews, proposal generation, presentations, and relationship reviews.
  • Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends.
  • Identify solutions to improve revenue recognition through new, cross-sell, and price rationalization opportunities.
  • Responsible for outbound client contact on various initiatives, such as service change communication and annual due diligence events.
  • Analyze clients' financials and industry to provide insights for relationship team strategy development.
  • Responsible for submitting all forms and information required to set up and onboard Treasury Management products and services.
  • Coordinate implementation resources and assist with implementation meetings.
  • Manage Annual Treasury Review and prepare review documents, schedule reviews, and complete follow-up tasks.
Requirements
  • BS/BA degree in Business/Finance or equivalent education and experience.
  • Comprehensive knowledge of Treasury Management products and services.
  • Understanding of the Treasury Management sales process, including sales, implementation, and service functions.
  • Critical thinking and project management experience.
  • Strong organizational, analytical, and communication skills.
  • Ability to work under minimal supervision and adapt to new and different circumstances.
  • Advanced proficiency in Microsoft Word, Excel, PowerPoint, and Treasury Management solution-based systems.
  • Demonstrated willingness to learn and implement feedback.
  • Ability to develop strong working relationships with clients and associates.


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