Treasury Management Analyst

Treasury Management Analyst

Company Information:

Bell’s Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.
• “Paying it forward” by giving back to the communities we serve.

Our Bottom Line:

Happy Employees! Happy Customers!

Job Summary:

Primary Duties:

• Acquire and maintain thorough product and industry knowledge on treasury management products, services and pricing. Expected to have a basic knowledge of competitors product set & pricing.
• Assist Treasury Management Sales Officer (TMO) in analyzing and preparing proposals, relationship reviews, set-up sheets, contracts and any other documentation that may be required.
• Assist TMO with the submission of paperwork for implementation of Treasury Management products. This may include delegation and/or ownership of the onboarding process for new clients to Bell Bank.
• Book new basic services to include contract execution, setup instructions, and customer training as directed.
• Handle basic customer inquiries on products and services and document customer activities.
• Actively call on existing customers to analyze and recommend Bell Bank Treasury Management solutions.
• Set up and effectively conduct training sessions or product demonstrations in-person as requested.
• Understand and communicate product features and benefits in order to assist the sales process.
• Work closely with the related support areas of the bank as needed in order to meet customer needs.
• Work on projects and initiatives as assigned. This may include preparing reports used for internal tracking.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Perform other duties as assigned.

Job Skills Required:

• B.A. in Business Administration, Finance, or related field and/or related work experience.
• Effective time management, organizational, verbal and written communication skills.
• Ability to pay significant attention to detail and high level of accuracy.
• Ability to complete and prioritize projects and tasks with minimal supervision.
• Ability to think clearly, solve problems, develop customer relationships, and embrace new challenges.
• Proficient with Microsoft Office Suite applications.
• Advanced level of Excel knowledge preferred.
• 1 to 3 years of previous Treasury Management experience desired.