Treasury Management Analyst

Saved job description

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

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.  This role supports our Commercial Banking  segment .    

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.  

Salary Range

The salary range for this position is $55,100 - $104,000 per year plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

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 

Partner with cross‑functional teams to ensure a seamless closing and onboarding experience and establish ongoing points of contact for consistent, high‑quality client service 

Deliver an exceptional experience for internal and external clients through proactive partnership and timely follow‑up 

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. 

Takes action that is consistent with available facts, constraints and probable consequence. 

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, 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!