Treasury Management Analyst

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

Job Summary

The Treasury Management Analyst (TMA) serves as a key contributor to the growth and success of the Treasury Management business.  This role supports new business development by partnering closely with the Treasury Management Consultant (TMC) to drive revenue growth, strengthen client retention, and enhance the overall client experience.  The TMA is actively engaged throughout the entire sales lifecycle, providing strategic insights, analytical support, client engagement and coordination to advance portfolio growth and deliver a best‑in‑class client experience.
This role supports our Commercial Banking
 segment
.

They are responsible for building and collaborating with others to identify and engage an effective network of internal and external relationships to acquire new clients and/or expand existing client relationships all while enhancing the client experience – they seamlessly partner to deliver the entire bank to the client by ensuring clients know ONB’s products and services and how those can be leveraged to maximize client achievement of desired goals and outcomes.

Salary Range

The salary range for this position is $55,100 - $104,000 per year plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

Key Accountabilities

Sales Collaboration & Revenue Growth

• Collaborate with Treasury Management Consultant(s) (TMCs) to execute sales strategies that drive revenue growth and deepen relationships with new and existing clients
• Actively engage and contribute to the sales process by proactively identifying new business opportunities (may be through reporting and/or other tools) and delivering on cross‑sell efforts across the TM product suite; may submit completed profiles and own appropriate solution recommendations
• Complete comprehensive profitability and analytical profiling for current and prospective client relationships including but not limited to analyzing data to identify trends, efficiency opportunities, and revenue optimization strategies, including new business cross‑sell. and pricing opportunities that support portfolio growth
• In partnership with the Treasury Management Consultant, develop pricing strategies, build financial models and evaluate the profitability of current and prospective client relationships.
• Collaborate with cross-functional partners to ensure accurate and timely billing of treasury services. Compile information and prepare final drafts of proposals, RFIs, and RFPs with minimal direction from TMCs
• Partner with TMCs throughout the sales cycle to manage pipeline activity, Salesforce and other reporting, and forecasting
• Maintain current and up-to-date on knowledge of ONB TM products and services; share information internal and externally as appropriate
• Prepare client‑facing materials including proposals, presentations, pricing models, cost‑benefit analysis, competitive analysis, working capital models, and client research with a focus on upselling new TM services and identifying new opportunities.
• Participate in client meetings and joint sales calls with TMCs and/or other Commercial RM partners to build trust, understand business needs, and deliver the entire Bank to the client
• Participate in client events such as roundtables, lunch‑and‑learns, and receptions to help build pipeline and strengthen client engagement
• Contribute to achieving team revenue targets and supporting the continued growth of the Treasury Management business
• Partner with cross‑functional teams to ensure a seamless closing and onboarding experience and establish ongoing points of contact for consistent, high‑quality client service
• Deliver an exceptional experience for internal and external clients through proactive partnership and timely follow‑up

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

• Strengthen your abilities for today and beyond

You Own You – you own your development and career.

Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior.

Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs.

Continuously develops self for current and future roles.

Makes Decisions & Solves Problems

• Seeks deeper understanding and acts

Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.

Collaborates and seeks to understand the root causes of problems.

Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.

Takes action that is consistent with available facts, constraints and probable consequence.

Delights Clients

• Continuously seeks and applies knowledge leading a best-in-class client experience

Passionately serves internal/external clients with excellence.

Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.

Understands data, metrics and/or financial information, and how they tie client satisfaction and business outcomes related to position, client and/or team.

Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.

Qualifications and Education Requirements

• Bachelor’s Degree and/or High School diploma/GED with relevant experience
• Demonstrated results-oriented sales disposition focused on converting prospects into clients and/or proven sales experience with an interest in a TMC career path
• Proficiency with interpreting and analyzing financial statements
• Strong problem-solving and follow-up skills with the ability to make independent decisions and recommendations based on researched conclusions/anticipated outcomes
• Ability to work on multiple complex opportunities simultaneously while exercising attention to detail and thoroughness, managing time and resources to ensure work is completed