Treasury Management Analyst

Treasury Management Analyst

The Treasury Management Analyst (TMA) serves as a key contributor to the growth and success of the Treasury Management business. This role supports new business development by partnering closely with the Treasury Management Consultant (TMC) to drive revenue growth, strengthen client retention, and enhance the overall client experience. The TMA is actively engaged throughout the entire sales lifecycle, providing strategic insights, analytical support, client engagement and coordination to advance portfolio growth and deliver a best-in-class client experience. This role supports our C&I segment.

They are responsible for building and collaborating with others to identify and engage an effective network of internal and external relationships to acquire new clients and/or expand existing client relationships all while enhancing the client experience they seamlessly partner to deliver the entire bank to the client by ensuring clients know ONB's products and services and how those can be leveraged to maximize client achievement of desired goals and outcomes.

Salary range for this position is $55,100/Yr. - $104,000/Yr. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.

Key accountabilities include:

• Collaborate with Treasury Management Consultant(s) (TMCs) to execute sales strategies that drive revenue growth and deepen relationships with new and existing clients
• Actively engage and contribute to the sales process by proactively identifying new business opportunities and delivering on cross-sell efforts across the TM product suite
• Complete comprehensive profitability and analytical profiling for current and prospective client relationships including analyzing data to identify trends, efficiency opportunities, and revenue optimization strategies
• In partnership with the Treasury Management Consultant, develop pricing strategies, build financial models and evaluate the profitability of current and prospective client relationships
• Collaborate with cross-functional partners to ensure accurate and timely billing of treasury services
• Partner with TMCs throughout the sales cycle to manage pipeline activity, Salesforce and other reporting, and forecasting
• Maintain current and up-to-date on knowledge of ONB TM products and services; share information internal and externally as appropriate
• Prepare client-facing materials including proposals, presentations, pricing models, cost-benefit analysis, competitive analysis, working capital models, and client research with a focus on upselling new TM services and identifying new opportunities
• Participate in client meetings and joint sales calls with TMCs and/or other Commercial RM partners to build trust, understand business needs, and deliver the entire Bank to the client
• Participate in client events such as roundtables, lunch-and-learns, and receptions to help build pipeline and strengthen client engagement
• Contribute to achieving team revenue targets and supporting the continued growth of the Treasury Management business
• Partner with cross-functional teams to ensure a seamless closing and onboarding experience and establish ongoing points of contact for consistent, high-quality client service
• Deliver an exceptional experience for internal and external clients through proactive partnership and timely follow-up

Key competencies for position include:

• Compelling communication openly and effectively communicates with others
• Develops talent strengthen your abilities for today and beyond
• Makes decisions & solves problems seeks deeper understanding and acts
• Delights clients continuously seeks and applies knowledge leading a best-in-class client experience

Qualifications and education requirements include:

• Bachelor's Degree and/or High School diploma/GED with relevant experience
• Demonstrated results-oriented sales disposition focused on converting prospects into clients and/or proven sales experience with an interest in a TMC career path
• Proficiency with interpreting and analyzing financial statements
• Strong problem-solving and follow-up skills with the ability to make independent decisions and recommendations based on researched conclusions/anticipated outcomes
• Ability to work on multiple complex opportunities simultaneously while exercising attention to detail and thoroughness, managing time and resources to ensure work is completed efficiently and within established timeframes; effectively shift priorities when needed
• Thorough knowledge of data analytics
• Agile, flexible, and able to adapt to frequent change as/when needed
• Ability to develop strong working relationships with clients and team members; thrive in a team setting including an environment where different work styles may exist
• Critical thinking skills and ability to work independently while solving problems and managing multiple tasks
• Strong organizational, analytical and communication (oral and written) skills ability to effectively collaborate and communicate internally and externally with leaders, clients, decision makers, key partners, peers, and teams to share insights, recommendations, and promote change, including acquiring additional products and services
• Ability to work at a fast pace and with a sense of urgency
• Advanced proficiency in Microsoft Office Applications: Word, Excel, PowerPoint, and Adobe
• Demonstrated willingness to learn, implement feedback, and take action; accepts ownership, accountability and responsibility for all assigned activities
• Position may require the need to travel to other Old National, client or meeting locations.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!