Treasury Management Sales Analyst

Busey

Treasury Management Sales Analyst working with clients on sales opportunities and Treasury Management implementations. Requires Bachelor's in Finance or Business and 2+ years banking experience.

Posted 7/31/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $58,000 - $72,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management and payment technology sales, with strong capabilities in client communication, data management, and implementation processes. Proficient in preparing pricing models, proposals, and managing client relationships effectively.

Highest-signal resume keywords

Treasury ManagementPayment Technology SalesClient Relationship ManagementData AnalysisMicrosoft Office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pricing ModelsProposal PreparationRFP DevelopmentImplementation ManagementData Gathering

Soft Skills

CommunicationClient ManagementProblem Solving

Tools & Technologies

Customer Relationship Management (CRM)

Industry Keywords

Banking ExperienceCommercial CardTreasury Management Client Reviews

About the role

Key responsibilities & impact

Attend sales calls, upon request, from other Commercial and Treasury Management Associates
Coordinate and conduct product demonstrations for clients and prospects
Assist in preparing treasury and commercial card pricing/profitability models, proposals and RFPs
Prepare, attend and manage follow-up from annual Treasury Management client reviews
Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations
Monitor the status of active implementations to ensure setups are completed on time and accurately
Maintain a high level of communication with clients and internal partners during the sales and implementation process
Maintain client data in the Customer Relationship Management (CRM) system
Clearly and accurately communicate complex solutions to clients
Act as subject matter expert for complex client questions and/or service issues

Requirements

What you’ll need

Requires Bachelor's degree with emphasis on Finance or Business
2+ years of banking experience
Treasury Management and/or payment technology sales preferred
Requires knowledge of Microsoft Office

Benefits

Comp & perks

401(k) match
profit sharing
employee stock purchase plan
paid time off
medical, dental, and vision insurance
company-paid life insurance
long-term disability
supplemental voluntary life insurance
short-term and long-term disability
wellness incentives
employee assistance program
pre-tax health savings accounts
flexible spending accounts