Participate in gathering and summarizing prospect information for Treasury Management consultants
Identify opportunities for process improvements within scope of responsibilities or functional area
Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements
Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers

2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Knowledge of Treasury Management products, services, and implementation processes
Strong negotiation, communication, and relationship‑building skills
Proven ability to prioritize, meet deadlines, and operate effectively in a dynamic, fast‑paced environment
Demonstrated collaboration skills and the ability to partner across business and functional groups
Excellent verbal, written, and interpersonal communication capabilities
Intermediate proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Strong organizational skills and the ability to solve problems with a structured, analytical approach

Treasury Management Sales Support Analyst

Key skills