Jobs
>
Milwaukee

    Treasury and Payment Solutions Sales Analyst I - Milwaukee, United States - Heartland Financial USA, Inc.

    Heartland Financial USA, Inc.
    Heartland Financial USA, Inc. Milwaukee, United States

    1 week ago

    Default job background
    Description
    HTLF is an equal opportunity employer committed to creating a diverse workforce.

    We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

    HTLF is a diversified financial services company headquartered in Denver, Colorado.

    We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength - giving local decision-making the opportunity and insights to focus on customers and growth.

    Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.

    What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets.

    We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities.

    We're dedicated to making HTLF the best place to work - where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.

    The Treasury and Payment Solutions (TPS) Sales Analyst I is responsible for supporting Commercial Bankers, Strategic Account Managers (AMs), Treasury Management Officers (TMOs), Solution Consultants (SCs) and Sales Analysts (SAs) to create and analyze proposals, RFPs and sales presentations for Treasury and Commercial Card products.

    This position assists in gathering and verifying correct documentation for new TM and Card implementations. Additionally, this role


    focuses on identifying referral opportunities for the AMs, SAs, SCs and TMOs while providing a high level of customer support.

    Primary Responsibilities

    Treasury and Payment Solutions Sales Support:
    Develops proformas, proposals and customer profitability analysis for Treasury, Commercial Card and Integrated Payables opportunities. Coordinates proposal responses and works across business lines to gather response information (if needed)
    Assists with revenue forecasting for TM fees and Commercial Card revenue
    Understands and communicates the sales culture and vision within each member bank
    Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations for existing TM and Commercial Card clients.
    Prepares pre-call planning prep and materials for TPS client and prospect meetings.
    Serves as the designated backup to the SA team

    Sales Management Support:
    Identifies referral opportunities in SalesForce
    Records reassignment of all AM, TMO and SC colleagues within assigned region
    Coordinates and prepares materials for internal meetings

    Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA, consumer compliance, etc.

    Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

    Secondary Responsibilities
    Performs other duties as assigned.
    Management Responsibilities
    This job has no management responsibilities.

    Qualifications
    Bachelors Business Administration/Management, Finance
    1-3 years related experience, preferably with related experience in sales, sales support and commercial banking
    Basic knowledge of cash management products, commercial card products, principles and practices
    Proficient with Microsoft Office Suite to include: Word, Excel, PowerPoint, and Outlook
    Interpersonal and customer service skills
    Proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment
    Demonstrates accuracy and thoroughness

    Scheduled Weekly Hours:

    40 Time Type:
    Full time

    The targeted salary for this role is:
    $62, $80,765.00

    You may also be offered incentive compensation, and benefits. Benefits may include Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time Off.

    Actual compensation may vary based on geographic location of the specific role as well as work experience, education, and skills of the selected candidate.

    #J-18808-Ljbffr
  • Fiserv, Inc.

    Financial Sales Analyst

    5 days ago

    Fiserv, Inc. Milwaukee, United States

    **Calling all innovators - find your future at Fiserv.** · We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of ...

  • Waste Management

    Sales Analyst

    1 week ago

    Waste Management Milwaukee, United States

    As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. · I. Job Summary · Under general supe ...

  • Fiserv

    Financial Sales Analyst

    3 days ago

    Fiserv Milwaukee, United States

    Calling all innovators find your future at Fiserv. Were Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to Sales Analyst, Financial, Sales, ...

  • Manpower Inc

    Sales Insight Analyst

    2 weeks ago

    Manpower Inc Milwaukee, United States

    The ideal candidate for this position has a strong passion for data analysis and market research specific to sales. · Description · As a Sales Insight Analyst, internally titled Sales Intelligence Analyst, you'll report directly to the Senior Vice President of Sales Excellence ...

  • Fiserv

    Financial Sales Analyst

    1 day ago

    Fiserv Milwaukee, United States

    Calling all innovators - find your future at Fiserv. · We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of tim ...

  • Manpower Inc

    Sales Insight Analyst

    1 week ago

    Manpower Inc Milwaukee, United States

    The ideal candidate for this position has a strong passion for data analysis and market research specific to sales. · Description · As a Sales Insight Analyst, internally titled Sales Intelligence Analyst, you'll report directly to the Senior Vice President of Sales Excellence, ...

  • Milwaukee Tool

    Sales Operations Analyst

    22 hours ago

    Milwaukee Tool Milwaukee, United States

    Job Description: · This position will serve as a key support position for the sales organization. Reporting directly to the Manager, Data Reporting & Dashboards, this analyst will develop and maintain sales reporting information to enable sales management and senior executives t ...

  • Molson Coors

    Supply Planning Analyst

    1 week ago

    Molson Coors Milwaukee, United States

    **Date**:May 7, 2024**Location**:Milwaukee, US**Requisition ID**:30931**A Career in Beer and Beyond**: · - Our purpose at Molson Coors Beverage Company is to brew beverages that unite people to celebrate all life's moments. We've been brewing iconic brands for over 350 years and ...

  • Johnson Controls International

    Financial Analyst

    5 days ago

    Johnson Controls International Milwaukee, United States

    **What you will do** · We are hiring a Metro Financial Analyst. This individual works in amongst a team of other analysts, supporting the monthly reporting and analysis process, weekly forecast, financial quarterly forecasts, annual budgeting, and outlook process. The financial a ...

  • Uline

    Ecommerce Business Analyst

    1 week ago

    Uline Milwaukee, United States

    **eCommerce Business Analyst** · **Corporate Headquarters** · **12575 Uline Drive, Pleasant Prairie, WI 53158** · **Better together **This position is on-site, and we are looking for people who share our passion. · **Position Responsibilities** · - Track website enhancements and ...

  • SoftwareOne

    Data & Visualization Analyst

    1 week ago

    SoftwareOne Milwaukee, United States

    Job Function: Sales The role: · For over 30 years, SoftwareOne has been the foundation for organizations worldwide for their technology solutions. With changes in the market from on-premises to cloud, we have always been one step ahead. Underpinning our transitions and evolutions ...

  • Uline

    Supply Chain Analyst

    5 days ago

    Uline Milwaukee, United States

    **Supply Chain Analyst** · **Corporate Headquarters** · **12575 Uline Drive, Pleasant Prairie, WI 53158** · Are you an expert at interpreting data to identify trends and make innovative recommendations? The you belong at Uline - one of the largest freight shippers in North Americ ...

  • Uline

    Business Analyst

    1 week ago

    Uline Milwaukee, United States

    **Business Analyst** · **Corporate Headquarters** · **12575 Uline Drive, Pleasant Prairie, WI 53158** · Ready to make a real impact? Join Uline as a Business Analyst to be a driver of operational excellence. From transforming data into actionable insights to collaborating on inno ...

  • Uline

    Credit Analyst

    1 week ago

    Uline Milwaukee, United States

    **Credit Analyst** · **Corporate Headquarters** · **12575 Uline Drive, Pleasant Prairie, WI 53158** · Join our growing Finance team as a Credit Analyst evaluating financial health of a loan applicant, preparing reports, making credit decisions and recommending credit limits to ou ...

  • Uline

    Research Analyst

    5 days ago

    Uline Milwaukee, United States

    **Research Analyst** · **Corporate Headquarters** · **12575 Uline Drive, Pleasant Prairie, WI 53158** · Do you have a knack for uncovering captivating narratives? Then you belong at Uline As a Research Analyst, bring your natural curiosity to research diverse topics from emerging ...

  • Molson Coors

    Financial Analyst

    1 week ago

    Molson Coors Milwaukee, United States

    **Date**:May 3, 2024**Location**:Milwaukee, US**Requisition ID**:30930**A Career in Beer and Beyond**: · - Our purpose at Molson Coors Beverage Company is to brew beverages that unite people to celebrate all life's moments. We've been brewing iconic brands for over 350 years and ...

  • Uline

    Electronic Data Interchange Analyst

    1 week ago

    Uline Milwaukee, United States

    **Electronic Data Interchange Analyst** · **Corporate Headquarters** · **12575 Uline Drive, Pleasant Prairie, WI 53158** · **Better together **This position is on-site, and we are looking for people who share our passion. · **Position Responsibilities** · - Analyze and develop so ...

  • Channel Partners Group

    Market Research Analyst

    5 days ago

    Channel Partners Group Milwaukee, United States

    We are looking for a methodical Market Research Analyst to survey customer preferences and statistical data in order to support customers during their decision-making process regarding product designs, prices and promotions. The successful market researcher will be able to analyz ...

  • The Good Feet Store Midwest

    Video Data Analyst

    3 days ago

    The Good Feet Store Midwest Milwaukee, United States

    Join our team at Good Feet Midwest, a rapidly expanding franchisee of The Good Feet Store, America's #1 Arch Support Store. We operate 23 locations across the Midwest and South, with plans to open 25 more locations over the next 4-5 years. Our mission is to help our community liv ...

  • Tarkett

    Strategic Accounts Analyst

    5 days ago

    Tarkett Milwaukee, United States

    As the Strategic Accounts Analyst, you will be responsible for SKU analysis, ordering, forecasting, SKU maintenance, reporting, product knowledge (general as learned), and store visits for general auditing purposes as it applies to your SKU's. Participate in weekly meetings with ...