Treasury Management 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 Overview

This 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.

Minimum Requirements

Competencies

Location Details

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 & Benefits

Base 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.

Benefits : How We Support You - Old Second

Thanks for considering Old Second!