Job Summary
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.
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.
Key Accountabilities
Sales Collaboration & Revenue Growth
- 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 (may be through reporting and/or other tools) and delivering on cross‑sell efforts across the TM product suite; may submit completed profiles and own appropriate solution recommendations
- Complete comprehensive profitability and analytical profiling for current and prospective client relationships including but not limited to analyzing data to identify trends, efficiency opportunities, and revenue optimization strategies, including new business cross‑sell. and pricing opportunities that support portfolio growth
- 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. Compile information and prepare final drafts of proposals, RFIs, and RFPs with minimal direction from TMCs
- 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
- Takes action that is consistent with available facts, constraints and probable consequence
Key Competencies for Position
Compelling Communication – Openly and effectively communicates with others
- Effectively and transparently shares information and ideas with others.
- Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
- Unites others towards common goal.
- Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Develops Talent – Strengthen your abilities for today and beyond
- You Own You – you own your development and career.
- Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior.
- Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs.
- Continuously develops self for current and future roles.
Makes Decisions & Solves Problems – Seeks deeper understanding and acts
- Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
- Collaborates and seeks to understand the root causes of problems.
- Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Delights Clients – Continuously seeks and applies knowledge leading a best-in-class client experience
- Passionately serves internal/external clients with excellence.
- Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
- Understands data, metrics and/or financial information, and how they tie client satisfaction and business outcomes related to position, client and/or team.
- Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Qualifications and Education Requirements
- 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.
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!
