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Old Second National Bank · 10 hours ago

Treasury Management Analyst

Aurora, IL

Full-time

Hybrid

Entry, Mid Level

$54K/yr - $75K/yr

3+ years exp

Old Second National Bank is a well-established institution that has been serving the Chicago area for over 150 years. They are seeking a Treasury Management Analyst to provide exceptional service to Treasury Management clients and support the sales team with documentation and organizational tasks.

BankingFinanceFinancial Services

Responsibilities

Prepares proposals, customer agreements and implementation documents

Prepares agreements for Treasury Management Services including: Treasury Management Master Agreement, Services Request, RDC Checklist, Customer Operating Procedures, and inter-departmental implementation documentation

Provides exceptional support to new or existing bank clients and assists internal and external contacts with service requests, inquiries or technical issues related to specific bank and treasury management services

Provides general support to the Treasury Management sales team

Generates various reports as needed

Helps identify cross sell opportunities

Performs various operations functions related to production of Treasury Service offerings

Prepares pro forma account analysis statements and presentations to support sales efforts

Resolves customer service inquiries

Maintains customer files, updates shared prospect pipeline, and ensures Treasury supplies are adequately stocked

Performs regular account analysis for new and existing clients