Treasury Sales Analyst

About the role

Columbia Bank is a full-service consumer and commercial bank serving individuals, businesses, and communities across New Jersey, Staten Island, and Brooklyn. Through our banking, title, insurance, and wealth management businesses, we provide a broad range of financial solutions tailored to our customers' needs. We are also committed to strengthening the communities we serve through employee volunteerism, community partnerships, and the Columbia Bank Foundation.

The Treasury Sales Analyst (TSA) role will be partnered with Treasury Management Officers (TMOs) focused on developing strategies to grow revenue with a portfolio of commercial and real estate clients in the Columbia Bank footprint.

Responsibilities

• Prepare presentation materials and proposals, create fee schedules, and cost/benefit analysis models
• Support daily client inquiries working with internal partners as appropriate
• Independently focus on Treasury Sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals
• Maintain timely discussions with clients to provide status on projects and outstanding items
• Provide clients with expert guidance and advice specific to their cash management banking needs while improving their overall service experience
• Provide online banking demonstrations for external and internal stakeholders
• Work closely with the product team to gather information and updates regarding enhancements and pricing for the sales team
• Ensure accuracy of sales data within source systems (e.g., Deal Pipeline, client plans, call reports, etc.) and other sales tracking systems which may be developed

Requirements

• BA Degree required (Business, Accounting or Finance preferred)
• Excellent communication, presentation, interpersonal and organizational skills
• Proven ability to develop an independent viewpoint and present a business case to support conclusions
• Ability to thrive in a high-pace environment and capable of solving problems with little direction

Qualifications

Minimum of 2+ years in a Treasury/Cash Management Sales environment preferred.

• Proficient in Microsoft Office Suite, including Outlook, Excel, Word, and Teams
• Comfortable using multiple systems and digital tools in a fast-paced banking environment
• Strong computer skills, including virtual collaboration, document management, and reporting tools
• Exposure to or willingness to learn emerging workplace technologies is highly desired

Benefits

Build a stronger future for yourself, your family and the communities we serve. At Columbia Bank, meaningful work comes together with a collaborative and rewarding culture, opportunities to learn and grow, and a total rewards package designed to support your health, financial security and overall wellbeing. Benefits include healthcare choice, retirement savings with company support, employee ownership, wellness resources, education and student loan programs, paid time off and financial protection.

Schedule

This role is eligible for a hybrid schedule: 3 days in the office and 2 days work from home, based on business needs. This arrangement may change without notice.