Treasury Management Analyst

Treasury Management Analyst Track

The Treasury Management Analyst track is designed to develop future Treasury Management leaders. After the initial training period, analysts in this track will rotate with various Treasury Management teams including sales support & service, implementations, and sales. Completion of the program typically happens after 18 months. Analysts in this role may pursue a business development or support role.

General

• Obtain and analyze client information and transaction data to assist in evaluating treasury management needs, opportunities, and risks.

Sales

• Perform Treasury Management client reviews and assist in identifying opportunities to enhance working capital, improve efficiency, and strengthen fraud prevention.
• Prepare client proformas, pricing analysis, and product recommendations to support Treasury Management Officers in client calls and presentations.
• Assist in gathering, analyzing, and presenting data for account analysis, liquidity structures, and treasury product utilization.

Product

• Support the development and execution of product strategies, roadmaps, and feature enhancements to align with market trends, regulatory changes, and client requirements.
• Assist with the creation of product positioning, promotional materials, and sales training resources to support relationship managers and treasury officers.
• Participate in the rollout of new treasury products each quarter, ensuring alignment with client expectations and regulatory standards.

Qualifications for the program include a bachelor's or advanced degree and minimum 3.0 GPA. Positions are available in Birmingham, Atlanta, Houston, or Tupelo.