Treasury Management Specialist

2 weeks ago

Nashville, Tennessee, United States Old National Bank Full time

Treasury Management Analyst

Job Overview

Old National Bank has been a pillar in the community since 1834, with total assets of $50 billion. We are dedicated to empowering our clients to realize their aspirations while maintaining a strong commitment to social responsibility through community engagement and charitable initiatives.

Our employees are our most valuable resource, and we prioritize their professional development. We offer a range of Impact Network Groups led by passionate team members aimed at fostering engagement, promoting awareness of diverse backgrounds, and enhancing inclusion within our organization.

We are in search of a Treasury Management Analyst (TMA) who will collaborate closely with the Treasury Management Consultant (TMC) to devise strategies that drive revenue growth, enhance client retention, and improve client experiences. The TMA will focus on identifying new and cross-sell opportunities, supporting all phases from sales to implementation, and managing ongoing client relationships to help achieve established TM revenue objectives.


Key Responsibilities

  • Collaborate with assigned TM Consultants throughout the sales process.
  • Demonstrate comprehensive knowledge of all TM solutions and their advantages for clients.
  • Effectively communicate Old National Bank's value proposition to both internal and external stakeholders.
  • Engage in client call preparations, business process reviews, proposal generation, presentations, and industry trend analysis.
  • Monitor portfolio growth by analyzing key financial indicators and monthly trends.
  • Identify solutions to enhance revenue recognition through new, cross-sell, and pricing optimization opportunities.
  • Serve as a quality control point for current client charges to address revenue leakage.
  • Conduct outbound client communications regarding various TM initiatives as needed.
  • Analyze client financials and industry data to inform relationship strategies.
  • Facilitate the setup and onboarding of TM products/services, including pricing functions.
  • Coordinate implementation resources and assist in implementation meetings.
  • Manage the Annual TM Review process, including documentation and follow-up tasks.
  • Work collaboratively with cross-functional teams to develop comprehensive solutions.
  • Review and analyze the portfolios of assigned TMCs for revenue enhancement opportunities.
  • Ensure client satisfaction through proactive engagement and timely responses.
  • Participate in TMC client events to drive sales and pipeline growth.
  • Occasional travel may be required for training and meetings.

Qualifications and Skills

  • Bachelor's degree in Business or Finance or equivalent experience.
  • Extensive knowledge of Treasury Management products and services.
  • Understanding of the TM sales process, including sales, implementation, and service functions.
  • Ability to work independently and manage multiple tasks under pressure.
  • Strong analytical, organizational, and communication skills.
  • Proficiency in Microsoft Office Suite and TM-specific systems.
  • Ability to build strong relationships with clients and colleagues.
  • Client service experience is essential.

Preferred Qualifications:

  • Certified Treasury Professional (CTP) designation.
  • Accredited ACH Professional (AAP) designation.
  • 2-5 years of banking experience.
  • Experience in TM Operations, Training, or Implementation.
  • Sales experience with an interest in a consulting career path.
  • Ability to interpret and analyze financial statements.

Old National Bank is an equal opportunity employer, committed to fostering an inclusive workplace. We welcome applicants from diverse backgrounds and experiences.

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