Treasury Management Sales Analyst

Responsibilities

• Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output
• Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings
• Assist with preparation of RFP/proposal content, review and coordination of client responses
• Assist TMC in deal development by collecting, inputting and monitoring client data through the deal team life cycle
• Gather necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and service
• Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends
• Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development
• May accompany Sales Representatives or Relationship Managers on sales calls to gain knowledge and experience

• Bachelor's degree in Finance or Accounting, or equivalent work experience
• Three to five years of experience in Treasury Management sales support or project management
• Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use
• Excellent analytical and problem‑solving skills and attention to detail
• Excellent professional communication and written presentation skills
• Strong critical thinking, negotiation, and decision‑making skills
• Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications