Treasury Management Sales Analyst

Job Description

This position is a key contact for Treasury Management customers and is responsible for ensuring that optimal levels of services are made available. Assists Treasury Management Sales Consultants (TMC) in revenue-generating activities and provides primary client support through direct personal contact with customers.

• Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output.
• Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings.
• Aid in the preparation of RFP/proposal content, review and coordination of client responses.
• Aid TMC in deal development by collecting, inputting and monitoring client data through the deal team life cycle.
• Gather necessary client information and prepare documentation to support pre-sale activities in preparation for implementation of financial products and services.
• Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends.
• Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development.
• May accompany Sales Representatives or Relationship Managers on sales calls to gain knowledge and experience.

Qualifications

• Bachelor's degree in Finance or Accounting, or equivalent work experience.
• Three to five years of experience in Treasury Management sales support or project management.

Preferred Skills/Experience

• Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use.
• Excellent analytical and problem-solving skills and attention to detail.
• Excellent professional communication and written presentation skills.
• Strong critical thinking, negotiation, and decision-making skills.
• Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision.
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.

Location

The role offers a hybrid/flexible schedule. There's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law