Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
BB
Busey Bank
Treasury Management Sales Analyst
Career Insights for Treasury Analyst
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Texas data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Treasury Analyst works mainly with large organizations or governmental agencies to help oversee cash flow, assess finances and to advise the leaders on how to retain a healthy financial position. Can perform a wide variety of tasks, such as financial modeling and forecasting, budgeting and asset management.
$77,844 / year median in Texas
+8% projected growth
Job Description
Treasury Management Sales Analyst Busey Bank - 3.3 Frisco, TX Job Details Full-time $58,000 - $72,200 a year 16 hours ago Benefits Profit sharing Wellness program Health savings account Employee stock purchase plan Disability insurance Health insurance Dental insurance Flexible spending account Paid time off Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Customer communication Task prioritization Productivity software Full Job Description Position Summary The Treasury Management Sales Analyst works with clients and Busey Associates as a vital member of the sales team to coordinate Treasury Management sales opportunities, implementations and account maintenance. Additionally, the TM Analyst may work small business referrals to qualify, advance, propose and sell implement TM services. Duties & Responsibilities Attend sales calls, upon request, from other Commercial and Treasury Management Associates Coordinate and conduct product demonstrations for clients and prospects. Assist in preparing treasury and commercial card pricing/profitability models, proposals and RFPs, presentations and payment cycle reviews. Prepare, attend and manage follow-up from annual Treasury Management client reviews. Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations. Monitor the status of active implementations to ensure setups are completed on time and accurately in accordance with client expectations. Maintain a high level of communication with clients and internal partners during the sales and implementation process. Maintain client data in the Customer Relationship Management (CRM) system, including kicking off the Treasury Management workflow for new product implementations. May serve as the main point of contact on Retail-generated small business referrals; make contact with the client to qualify referrals and lead the process from proposal to implementation. Clearly and accurately communicate complex solutions to clients; suggest products and services that increase efficiency and/or reduce risk of fraud. Act as subject matter expert for complex client questions and/or service issues. Interact with internal and external clients while providing extraordinary service. Remain current with all Treasury Management products and services as well as regulatory requirements and understand the impact to the Treasury Management function, products and services, new and existing. Complete job assignments in a professional, timely and efficient manner; organize and prioritize work; utilize appropriate technology and service tools for tracking internal and external requests. Develop and maintain trusted, positive relationships with other Associates, clients and vendors. Represent Busey Bank and the Treasury Management team in a highly professional manner. Maintain confidentiality; adhere to Busey Bank policies and procedures; comply with laws, regulations and industry best practices.