Treasury Management Analyst

Treasury Management Analyst

Job Locations

US-IN-Indianapolis | US-IL-Chicago | US-IN-Indianapolis | US-MN-St Louis Park | US-WI-Milwaukee | US-MI-Grand Rapids | US-MI-Ann Arbor

Category / Function

Treasury Management

Position Type

Regular Full-Time

Requisition ID

2025-18263

Workplace Type

On Site

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

Salary Range

The salary range for this position is $18.75 / Hr. - $42.25 / Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

We are currently seeking a Treasury Management Analyst (TMA) that 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 :

Develops Talent - Strengthen your abilities for today and beyond :

Makes Decisions & Solves Problems - Seeks deeper understanding and acts :

Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience :

Qualifications and Education Requirements

Preferred Qualifications :

TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to :

Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and / or Commercial, Wealth or Community Bank support or sales

TMA Levels

Skill Level

Level I (silent I)

Basic TM & Sales Experience, Guidance Required

Level 2 (II)

Moderate TM & Sales Experience, Minimum Guidance Required

Level 3 (III)

In depth TM & Sales Experience, Works independently & acts as a resource

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, SVP, 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!

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