Treasury Management Sales Analyst II - Houston, TX

ESSENTIAL FUNCTIONS

• Develop and maintain extensive knowledge of Treasury Management products, services, and pricing.
• Impact deposit and non‑interest income growth for the bank by providing sales leads, sales support, and sales presentations to Treasury Management Sales Officers (TMSO).
• Assemble Requests for Proposals (RFPs) and coordinate pricing, approach, and development of formal proposals.
• Coordinate preparation of sales proposals and assist Treasury Management Sales Officer/Banker with presentations.
• Prepare proforma analysis statements and maintain awareness of competitors’ pricing strategy and trends.
• Prepare relationship reviews for Treasury Management clients; assist Treasury Management Sales Officer/Bankers in the review process as required.
• Advise Treasury Management Sales Officer on potential improvements to online security, product/service utilization and enhancements for their customers.
• Ensure that client Treasury Management presentation materials are compliant with regulatory guidelines.
• Make on‑site client visits as required.
• Provide subject‑matter expertise to internal bank staff as required.
• Assist with other Treasury Management projects as required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Education:
  
  Bachelor’s degree or equivalent experience.
• Experience:
  
  Five years banking experience; 5+ years related experience (Treasury Management sales / product / support, line banker, commercial call center);
  Demonstrated ability to understand cash flow and complex Treasury Management needs of large commercial and middle‑market clients;
  Proven ability to partner with Senior Treasury Management Sales Officers.
• Certifications/Specific Knowledge:
  • Excellent written/oral communications skills.
  • Basic sales skills and extensive product knowledge to support and identify cross‑sell opportunities.
  • Proven success in problem analysis and resolution.
  • Expertise with data analysis.
  • Strong attention to detail and accuracy.
  • High level of expertise with MS Office suite.
  • Strong organizational skills.
  • Ability to manage multiple detailed work assignments with a high degree of accuracy.
  • Ability to develop rapport easily with clients, peers and partners.
  • Knowledge of bank operating systems and commercial banking practices.
  • Knowledge of Treasury Management products, services, procedures, and practices.
  • Previous experience with analysis of commercial relationships, strategic sales planning and customer issue resolution is preferred.

• Required annual compliance training.
• New Employee Orientation.

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

This position is located in a private office or cubicle. Telecommuting roles, whether hybrid or 100% full‑time telecommuting, must have a secure home office environment that is free from background noise and distractions, and a reliable private internet connection (cable or fiber preferred).

Travel may be required to attend meetings as needed.

Equal Opportunity Employer, including disabled/veterans.