Treasury Solutions Sales Analyst

Responsibilities

• Maintain a working knowledge of treasury products and pricing, allowing for the coordination and support of new business development
• Prepare Treasury Management documentation for execution by client; coordinate digital delivery and receipt of signatures; ensure documentation is delivered to Treasury Onboarding Team and appropriately stored for future reference by Treasury Sales Officers and other partners
• Aid in preparation of sales presentation, proposals, and negotiated pricing documentation
• Actively use Ignite to move opportunities and necessary documentation through the sales pipeline process. Ensure entries are kept up-to-date and moved through to completion.
• Ensure pricing structure in XAA is established to ensure accurate billing
• Aid the Treasury Sales Officers with driving new business opportunities by identifying client needs and cross-selling treasury products and services
• Aid with pricing functions such as new pricing requests, modeling different scenarios, and exception pricing request
• Explain and train clients on bank’s core treasury services
• Review and test file formats (ACH, Positive Pay) for file transmissions and uploads
• Support marketing strategies and calling programs to uncover new opportunities with existing Treasury Management clients
• Provide support to clients for refresher training and troubleshooting technical issues
• Aid Treasury Sales Officers with the development and coordination of presentations for prospective Treasury Management clients and for the expansion of existing relationships
• Identify cross-sale opportunities, referring them to the appropriate area
• Work with Treasury Management Sales Manager on project and divisional initiatives
• Perform other related duties as assigned

Qualifications

• Minimum: High school diploma or equivalent
• Minimum of 3 years of banking experience
• Good understanding of financial institution products and services
• Proficiency in Microsoft Word and Excel
• Good communication, analytical, organizational, and time management skills
• Must work with minimal supervision, show initiative and interface closely with executive management
• Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
• Strong verbal and written communication skills, with the ability to effectively communicate to all levels of management and business clients
• Knowledge of general banking regulations and operating practices
• Bachelor’s Degree
• Thorough knowledge of all bank policies and procedures and the management skills to implement them
• Experience with treasury management products and services