Treasury Management Sales Analyst

Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds, perspectives, and representation as strengths critical to success. If you thrive in an environment where your growth and development are supported and achieving together is valued, then Associated Bank may be the right place for you.   

This position will be Hybrid position that is in the office a minimum to 2 days per week but is subject to change. This person needs to be located in Milwaukee, WI preferred, or Madison, WI.

We invite you to view the opportunity below. 

This Treasury Management Sales Analyst role with Associated Bank will work with assigned Treasury Management Officer(s) to perform detailed account analysis reviews, create pro forma statements, prepare sales presentations, request for proposal (RFP) responses and sales proposals utilizing internal and/or external tools to identify sales opportunities and needs. Responsible for supporting customers with their on-going Treasury Management including receipt, processing and tracking of Treasury Management related maintenance requests. Additional responsibility for coordination with the Client Delivery team for new sale implementations as well as population of TM related product risk reviews / forms. 

This person will: 

• Work with Commercial Deposits and Treasury Management (CDTM) sales team to execute sales and development strategies outlined in the market's Business Plan. Provide on-going sales call preparation strategy, development, risk form creation and customer support for the CDTM sales team.
• Analyze competitive account analysis statements and create pricing documents. Prepare sales presentations and RFPs (request for proposal).
• Support the Bank's sales objectives and campaigns by cross-selling Bank products, or by referring clients to other Bank personnel responsible for such sales.
• Organize, manage and execute special projects such as report monitoring and portfolio analysis.
• Attend industry business development events for the purpose of continuing education, prospecting, and networking.

QUALIFICATIONS 

• Education
  • Bachelor's Degree in Business or Finance, or equivalent combination of education and experience. Required
• Experience
  • Less than 2 years experience in banking. Required
  • 2 - 4 years experience as Sales Analyst or related. Preferred
• Licenses
  • AAP - Accredited ACH Professional. Preferred
  • CTP - Certified Treasury Professional. Preferred

 In addition to core traditional benefits, we take pride in offering benefits for every stage of life. 

• Retirement savings including both 401(k) and Pension plans. 
• Paid time off to volunteer in your community. 
• Opportunities to connect with others through our diversity-focusedColleague Resource Groups. 
• Competitive salaries with professional development and advancement opportunities. 
• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. 
• Personal banking, loan, investmentand insurance benefits. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandTwitter. 

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: Careers@AssociatedBank.com. 

Compliance Statement 
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.