Old National Bank · 2 weeks ago
Treasury Management Analyst
Old National Bank is a regional powerhouse dedicated to serving clients and communities since 1834. They are seeking a Treasury Management Analyst to develop strategies for revenue growth, client retention, and enhance client experience while supporting sales and implementation activities.
BankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
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
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
Benefits
Medical, dental, and vision insurance
401K
Continuing education opportunities
Employee assistance program
Company
Old National Bank
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
H1B Sponsorship
Old National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (5)
2023 (5)
2022 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$400M2024-11-25Post Ipo Equity· $400M
1984-12-04IPO
Leadership Team
Recent News
2026-01-13
2026-01-03
Company data provided by crunchbase