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Treasury Sales Analyst

New York, New York

Job Description:

The Treasury Solutions Analyst (TSA) role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally the assigned MM portfolio.  Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.

To be successful in the role, TSAs must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

• Support the Treasury Sales Officer (TSOs) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties
• Assist in identifying solutions to client needs as requested or as a result of needs analysis
• Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
• Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation
• Manage the sales pipeline; ensuring deals are properly identified as pending or closed
• Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
• Resolve any non-sales client issues
• Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
• Prepare account schematics, proposal documents and sales presentations
• Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
• Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs

Required Skills:

  • Two or more years of experience in Financial Services or the Treasury Group of a company; preferred candidates will have Cash Management experience
  • Bachelor’s degree
  • Proven excellent verbal and written communication skills
  • Proven organizational and time management skills
  • Demonstrated ability to analyze issues and develop solutions
  • Proven experience working in a fast-paced environment as part of a larger team
  • Proven experience developing rapport with clients, colleagues and other business partners
  • Excellent MS Office (Word/Excel/Powerpoint/Outlook) experience
  • Preferred candidates will have their CTP (Certified Treasury Professional)
  • Preferred Candidates wil have proven experience prospecting and developing new business

Desired Skills:

  • Excellent MS Office knowledge. Analytical skills. Enterpreneurial attitude. Ability to collaborate in an in person and virtual environment. Personable. 

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Treasury Solutions Analyst (TSA) role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally the assigned MM portfolio.  Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.

To be successful in the role, TSAs must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

• Support the Treasury Sales Officer (TSOs) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties
• Assist in identifying solutions to client needs as requested or as a result of needs analysis
• Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
• Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation
• Manage the sales pipeline; ensuring deals are properly identified as pending or closed
• Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
• Resolve any non-sales client issues
• Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
• Prepare account schematics, proposal documents and sales presentations
• Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
• Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs

Required Skills:

  • Two or more years of experience in Financial Services or the Treasury Group of a company; preferred candidates will have Cash Management experience
  • Bachelor’s degree
  • Proven excellent verbal and written communication skills
  • Proven organizational and time management skills
  • Demonstrated ability to analyze issues and develop solutions
  • Proven experience working in a fast-paced environment as part of a larger team
  • Proven experience developing rapport with clients, colleagues and other business partners
  • Excellent MS Office (Word/Excel/Powerpoint/Outlook) experience
  • Preferred candidates will have their CTP (Certified Treasury Professional)
  • Preferred Candidates wil have proven experience prospecting and developing new business

Desired Skills:

  • Excellent MS Office knowledge. Analytical skills. Enterpreneurial attitude. Ability to collaborate in an in person and virtual environment. Personable. 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21041625

Band: H6

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Sandy Cojocaru

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036