Treasury Management Sales Analyst

At a Glance

Nicolet National Bank is seeking a Treasury Management Sales Analyst to join our team. This role is responsible for supporting Treasury Management onboarding, assisting with proposal preparation, and coordinating implementation.

Responsibilities

• Complete onboarding and maintenance work to support accurate and timely setup of Treasury Management services.
• 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.
• Cook up with internal and product partners to help deliver solutions and support smooth implementation.
• Aid in 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.

Qualifications

• Associate degree or equivalent combination of education and related work experience.
• Prefer 3-5 years of experience in a TM sales or operational-related role.
• Banking or financial experience is preferred.

Benefits

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

About the Role

We are a community bank with locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida. We are committed to serving our customers with excellence and investing in the growth and development of our employees.

Requirements

• Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations.
• 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.

Skills

• Knowledge of Treasury products
• Client needs assessment
• Proposal preparation
• Implementation coordination
• Market trend analysis

Benefits

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

Pay

$56,000 - 74,000 / year, depending on experience

Schedule

Full-time