Overview:
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities:
SALARY RANGE
The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
We are currently seeking a Treasury Management Analyst (TMA) that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team).
KEY ACCOUNTABILITIES
- Partner with assigned TM Consultants in all aspects of the sales process
- Proficiency in knowledge of all TM solutions and their benefits to our clients
- Must be able to persuasively communicate ONB’s value-add proposition to both internal and external clients to influence the outcome within the sales process.
- Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas.
- Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends.
- Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities.
- Will serve as quality control of current client charges to identify and resolve revenue leakage.
- Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc.
- Analyze client’s financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy
- Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
- Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external)
- Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually.
- Work jointly with cross-functional team and assist in overall solution development and value proposition.
- Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations.
- Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
- Ensure complete client satisfaction through proactive partnership and providing timely responses to requests.
- Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests.
- Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions)
- Periodic travel required for training, internal and external sales meetings.
- Other duties as requested.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
- BS/BA degree in Business/Finance or equivalent education & experience
- Comprehensive knowledge of Treasury Management products and services
- An understanding of the TM sales process; sales, implementation & service functions
- Ability to work under minimal supervision, and work well under pressure.
- Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks.
- Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally.
- Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles.
- Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems
- Demonstrated willingness to learn, implement feedback, and take action.
- Ability to develop strong working relationships with clients and associates.
- Demonstrated client service experience required (phone and face-to-face)
- Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank’s Risk and Compliance environment.
PREFERRED QUALIFICATIONS:
- Certified Treasury Professional Designation (CTP)
- Accredited ACH Professional Designation (AAP)
- 2-5 year’s banking experience
- 1 year TM Operations, Training, and/or Implementation Experience
- 2 years sales experience; interest in consultant career path
- Ability to interpret and analyze Financial Statements
TM Analyst roles may vary – this position may be filled at a different level depending on the candidate’s qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales
- Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients
- Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
- Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
- Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
- Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
- Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
- Traveling to and presenting/actively engaging at client sites
- Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking)
SKILL LEVEL
Level I (silent I)
Basic TM & Sales Experience, Guidance Required
Level 2 (II)
Moderate TM & Sales Experience, Minimum Guidance Required
Level 3 (III)
In depth TM & Sales Experience, Works independently & acts as a resource
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