Treasury Operations Specialist

2 weeks ago


Nashville, Tennessee, United States Old National Bank Full time
Treasury Operations Specialist

Job Overview

Old National Bank is a well-established financial institution with a rich history of serving clients and communities. We are committed to fostering a culture of social responsibility and community investment through various initiatives.

Position Summary

We are seeking a Treasury Operations Specialist who will collaborate closely with Treasury Management Consultants to devise strategies aimed at enhancing revenue, improving client retention, and elevating the overall client experience.

Key Responsibilities
  1. Collaborate with assigned Treasury Management Consultants throughout the sales process.
  2. Demonstrate comprehensive knowledge of Treasury Management solutions and articulate their advantages to clients.
  3. Engage in client call preparations, business process evaluations, proposal development, and presentations.
  4. Monitor portfolio growth by analyzing key financial metrics and trends.
  5. Identify opportunities for revenue enhancement through new offerings and pricing strategies.
  6. Conduct outbound client communications regarding various Treasury Management initiatives.
  7. Analyze client financials to provide insights that inform relationship strategies.
  8. Facilitate the onboarding process for Treasury Management products and services.
  9. Assist with pricing functions, including new requests and annual reviews.
  10. Coordinate implementation resources and manage annual reviews.
  11. Work with cross-functional teams to develop comprehensive solutions.
  12. Proactively identify and address revenue opportunities.
  13. Ensure client satisfaction through effective communication and timely responses.
  14. Participate in client events to support sales initiatives.

Qualifications

Applicants should possess a Bachelor’s degree in Business or Finance, along with a solid understanding of Treasury Management products and services. The ideal candidate will have experience in sales processes, implementation, and client service, with strong analytical and communication skills.

Preferred Qualifications

Certifications such as Certified Treasury Professional (CTP) or Accredited ACH Professional (AAP) are advantageous. Experience in banking and Treasury Management operations is also preferred.

Old National Bank is dedicated to creating an inclusive workplace and welcomes applicants from diverse backgrounds. We are committed to equal opportunity employment.

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