Treasury Management Analyst
Listed on 2025-12-06
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst
Who We Are
At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.
With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!
Position OverviewThis position is responsible for servicing Treasury Management clients across a team of Treasury Management Sales professionals. This includes providing top quality service to clients, acting as a key communication liaison between clients and Treasury Management Sales staff, and providing critical documentation and organizational support to the team.
Essential Job Functions- Prepares proposals, customer agreements and implementation documents.
- Prepares agreements for Treasury Management Services including:
Treasury Management Master Agreement, Services Request, RDC Checklist, Customer Operating Procedures, and inter-departmental implementation documentation. - Provides exceptional support to new or existing bank clients and assists internal and external contacts with service requests, inquiries or technical issues related to specific bank and treasury management services.
- Provides general support to the Treasury Management Sales team.
- Generates various reports as needed.
- Helps identify cross sell opportunities.
- Performs various operations functions related to production of Treasury Service offerings.
- Prepares pro forma account analysis statements and presentations to support sales efforts.
- Resolves customer service inquiries.
- Maintains customer files, updates shared Prospect Pipeline, and ensures Treasury supplies are adequately stocked.
- Performs regular account analysis for new and existing client.
- Bachelor's degree, or three or more years of banking or related experience;
Treasury experience a plus.
- Excellent communication (written and verbal), analytical, and interpersonal skills
- Strong computer skills, including proficiency in Microsoft Word, Excel, and Power Point
- Ability to handle multiple tasks under tight deadlines
This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs.
Compensation & BenefitsBase pay: $54,000-$75,000
Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
How We Support You - Old Second
Thanks for considering Old Second!
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).