Treasury Management Sales Analyst

Role Overview

• Develop proformas, proposals and customer profitability analysis for Treasury opportunities
• Prepare pre-call planning prep and materials for TM client and prospect meetings
• Coordinate proposal responses and works across business lines to gather response information
• Participate in sales calls with the Commercial Bankers and TMOs to ensure a working knowledge of customer base and act as backup for complex client relationships and onboardings
• Lead onboarding discussions and provide sales demos for Treasury and Payment Solutions applications
• Coordinate Onboarding of new accounts and new TM services for both new and existing clients
• Coordinates exception pricing updates
• Reviews account analysis after deals are closed to ensure that new clients and services are billing properly
• Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations
• Assists with Fraud Mitigation Discussion and coordinates onboarding of positive pay solutions for clients that have a fraud occurrence
• Serves as the designated backup to the TMO and assists customers as appropriate; Refer and/or cross-sell TM products that result in client relationship product penetration ratio growth YoY through review for opportunities during preparation of account & TM relationship reviews, TM proformas and client proposals, or identify opportunities during direct client interaction; Communicate client service channels and foster partnership amongst teams; Coordinates and prepares materials for internal meetings such as pre-call planning or team updates on process changes
• Monitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementations
• Attends regular pipeline meetings with TMOs to prepare for next stage of sales support for each sales opportunity identified

Requirements

• Bachelor's degree in Business Administration/Management or Finance
• 1-3 years related experience, preferable in sales, sales support and/or commercial banking
• Basic knowledge of cash management products, commercial card products, principles and practices
• Proficiency with Microsoft Office Suite to include Word, Excel, PowerPoint, and Outlook
• Good interpersonal and customer service skills
• Proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment and demonstrate accuracy and thoroughness.

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits