Treasury Management Sales Analyst

Pay Range
: $56,000 - $74,000 / year

• Complete onboarding and maintenance work to support accurate and timely setup of Treasury Management services.
• Complete routine Treasury Management reviews for lower-complexity clients within each consultant’s portfolio to help ensure all clients receive proactive outreach and ongoing portfolio coverage.
• Support Treasury Management Consultants with proposals, pricing, and core solution sales, such as Positive Pay for pipeline opportunities.
• Prepare client materials and research, including relationship reviews, pitch materials, and account information.
• Coordinate with internal and product partners to help deliver solutions and support smooth implementation.
• Assist with pipeline and sales-cycle support to ensure proposals, pricing, and setup activities are completed accurately.
• Build knowledge of Treasury products, client needs, and market trends to strengthen recommendations and support future growth opportunities.

• Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
• Performs all other duties as assigned.

• Associate degree or equivalent combination of education and related work experience.
• In addition to education in the field of business or related field, prefer 3-5 years of experience in a TM sales or operational-related role.
• Banking or financial experience is preferred.

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO & 11 1/2 Paid Holidays

Equal Opportunity Employer/Veterans/Disabled