Treasury Management Sales Analyst

Treasury Management Analyst

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

As a Treasury Management (TM) Analyst, your primary role is to serve as a client-facing support and sales enablement partner within Treasury Management, responsible for completing Treasury Management onboarding, supporting smaller revenue opportunities, and helping move client solutions from proposal through implementation. This role partners closely with Treasury Management Consultants to prepare proposals, support pricing and profitability analysis, and coordinate implementation.

As a TM Analyst, you will:

• Complete onboarding and maintenance work to support accurate and timely setup of Treasury Management services.
• Complete routine Treasury Management reviews for lower-complexity clients within each consultant's portfolio to help ensure all clients receive proactive outreach and ongoing portfolio coverage.
• Support Treasury Management Consultants with proposals, pricing, and core solution sales, such as Positive Pay for pipeline opportunities.
• Prepare client materials and research, including relationship reviews, pitch materials, and account information.
• Coordinate with internal and product partners to help deliver solutions and support smooth implementation.
• Assist with pipeline and sales-cycle support to ensure proposals, pricing, and setup activities are completed accurately.
• Build knowledge of Treasury products, client needs, and market trends to strengthen recommendations and support future growth opportunities.

General:

• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
• Performs all other duties as assigned.

Qualifications:

• Associate degree or equivalent combination of education and related work experience.
• In addition to education in the field of business or related field, prefer 3-5 years of experience in a TM sales or operational-related role.
• Banking or financial experience is preferred.

Benefits:

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled