The Treasury Solutions Analyst provides strategic sales support to Solutions Officers (TS - Os). This position directly supports new business generation through the development of proposals, presentations, pro forma, requests for proposals (RFPs) and requests for information (RFIs). Treasury Solutions Analysts also perform extensive data analyses of client and portfolio metrics to uncover sales opportunities and prepare relationship reviews for key clients to assist in managing profitability. Th... more details
SUMMARY: The Treasury Solutions Analyst provides strategic sales support to Solutions Officers (TSOs). This position directly supports new business generation through the development of proposals, presentations, pro forma, requests for proposals (RFPs) and requests for information (RFIs). Treasury Solutions Analysts also perform extensive data analyses of client and portfolio metrics to uncover sales opportunities and prepare relationship reviews for key clients to assist in managing profitability. This position may also participate in other key sales related initiatives including, but not limited to, cross-sell identification and origination, calling activities, coordination of implementations, and support for risk/legal/compliance-related initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
Prepares sales tools and exhibits, such as presentations (internal and external), proposals, pro forma, client schematics, relationship reviews, etc.
Develops customized responses to RFPs and RFIs. Collaborates with TSOs and/or RMs/Bankers from other lines of business to complete Executive Summary and establish pricing.
Supports pricing/re-pricing initiatives by partnering with the TSO to ensure existence of exception pricing for respective client accounts and performing system inputs of approved exception pricing.
Reviews account analysis statements for designated clients and manages required client communications and/or corrections.
Performs data-mining of sales/retention opportunities and prepares consolidated presentation of service usage/profitability information.
Identifies cross-sell opportunities and partners with TSOs to develop portfolio growth strategy.
Participates in pre-call planning sessions and supports complex and/or multi-service sales pitches by preparing information, attending meetings, and handling post-call follow-up information requests.
Works closely with clients and implementation team to support implementations on behalf of the Sales team. Facilitates meetings, informing escalated issues, and processing non-standard client requests once approved.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.
EDUCATION
Bachelor's Degree or a minimum of 7 years of relevant business experience required.
EXPERIENCE
Minimum 2 years of sales and service experience in treasury sales or operation management, including proficiency in related systems and operational process required.
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of Treasury & Payment Solutions, including product features and benefits.
Proven track record of strong interpersonal, written communication, presentation, multi-tasking and professional telephone skills with clients and internal teammates.
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