Treasury Sales Analyst

• Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
• Develop and maintain partnerships across Wholesale Payments, the Line of Business, and the Enterprise Level
• Execute on strategic portfolio planning
• Schedule pre-call plans and prepare pre-call planning materials
• Participate in client/prospect meetings as notetaker, active listener, closer, or leader
• Prepare advisory calling materials including Discovery, Pitch, Demos, Financial Modeling, ROI analyses
• Log detailed call reports in Salesforce and maintain sales pipelines
• Support pricing, negotiation, and closing stages of the sales process
• Manage a smooth client onboarding journey

• Bachelor’s Degree or equivalent work experience
• One to three year(s) of Financial Services experience
• Strong analytical skills and attention to detail
• Strong communication and interpersonal skills
• High level of adaptability and flexibility
• Ability to multi-task and prioritize
• Ability to balance short-term deliverables against long-term projects
• Proficiency in basic computer applications, such as Microsoft Software Products

Demonstrates expertise in Wholesale Payments Sales strategy, execution, and client relationship management, with strong analytical skills and proficiency in financial modeling and sales pipeline management.

• Financial Services Experience
• Salesforce Proficiency
• Analytical Skills
• Communication Skills
• Client Onboarding Management

• Financial Modeling
• ROI Analysis
• Sales Pipeline Management
• Portfolio Planning
• Pre-call Planning

• Attention to Detail
• Adaptability
• Flexibility
• Multi-tasking
• Interpersonal Skills

• Wholesale Payments
• Sales Strategy
• Client Meetings
• Negotiation
• Performance Functions

• Microsoft Software Products