Old National Bank
Treasury Management Analyst
Old National Bank, Chicago, Illinois, United States, 60290
Treasury Management Analyst
Job Locations:US-IL-Chicago | US-IN-Evansville | US-MN-St Louis ParkCategory/Function:
Treasury ManagementPosition Type:
Regular Full-TimeRequisition ID:
2024-14917Workplace Type:
On SiteOverview:Old National Bank has been serving clients and communities since 1834. With $48 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.Our team members are our greatest asset, and we continually invest in their growth and development. We offer 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.Old National is currently looking to fill the position of Treasury Management Analyst. The Treasury Management Analyst (TMA) role 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.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.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.As such, 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.We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.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!
#J-18808-Ljbffr
Job Locations:US-IL-Chicago | US-IN-Evansville | US-MN-St Louis ParkCategory/Function:
Treasury ManagementPosition Type:
Regular Full-TimeRequisition ID:
2024-14917Workplace Type:
On SiteOverview:Old National Bank has been serving clients and communities since 1834. With $48 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.Our team members are our greatest asset, and we continually invest in their growth and development. We offer 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.Old National is currently looking to fill the position of Treasury Management Analyst. The Treasury Management Analyst (TMA) role 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.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.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.As such, 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.We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.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!
#J-18808-Ljbffr