Treasury Management Analyst

at Old National Bank in ChicagoChicago, Illinois, United States

Job Description

Treasury Management Analyst
Job Locations

US-IL-Chicago | US-IN-Evansville | US-MN-St Louis Park

Category/Function 
Treasury Management  

Position Type 
Regular Full-Time  

Requisition ID 
2024-14917  

Workplace Type 
On Site
Overview

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.
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.
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 -... For full info follow application link.

EOE/Minorities/Females/Vet/Disability