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Treasury Sales Analyst (TSA)

San Francisco, California;

Job Description:

  • Treasury Sales Analysts are responsible for supporting Treasury Sales Officers (TSOs) managing and growing TMT client relationships, many of whom have global relationships with us.
  • TSAs provide critical assistance in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/follow-up and ad hoc direct sales opportunities.
  • He or she will partner with TMT TSOs, regional TSOs, Corporate Bankers, Product Solutions Specialists, Dedicated Service Specialists and Directors and other partners to deliver on client cash management requirements.
  • Additional collaboration with Trade, Liquidity, Investment, Foreign Exchange partners is expected in support of TSO-defined client objectives.
  • TSAs will maintain a strong client focus, treasury industry expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.

REQUIRED SKILLS

  • 1+ years of treasury management/corporate banking experience or successful completion of training program.
  • Broad familiarity with treasury management products, services and trends.
  • Strong interpersonal skills.
  • Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings.
  • Ability to function effectively on a self-directed basis in a fast paced environment with competing priorities under time pressure.
  • Strong, disciplined organizational and time management and prioritization skills
  • Collaborative approach to business in support of close team environment.
  • Excellent verbal and written communication skills.
  • High degree of competence with MS Excel, Word and Powerpoint
  • Availability for occasional business travel and independent client calling as needed/approved.

DESIRED SKILLS

  • Familiarity with global corporate market segment.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

  • Treasury Sales Analysts are responsible for supporting Treasury Sales Officers (TSOs) managing and growing TMT client relationships, many of whom have global relationships with us.
  • TSAs provide critical assistance in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/follow-up and ad hoc direct sales opportunities.
  • He or she will partner with TMT TSOs, regional TSOs, Corporate Bankers, Product Solutions Specialists, Dedicated Service Specialists and Directors and other partners to deliver on client cash management requirements.
  • Additional collaboration with Trade, Liquidity, Investment, Foreign Exchange partners is expected in support of TSO-defined client objectives.
  • TSAs will maintain a strong client focus, treasury industry expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.

REQUIRED SKILLS

  • 1+ years of treasury management/corporate banking experience or successful completion of training program.
  • Broad familiarity with treasury management products, services and trends.
  • Strong interpersonal skills.
  • Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings.
  • Ability to function effectively on a self-directed basis in a fast paced environment with competing priorities under time pressure.
  • Strong, disciplined organizational and time management and prioritization skills
  • Collaborative approach to business in support of close team environment.
  • Excellent verbal and written communication skills.
  • High degree of competence with MS Excel, Word and Powerpoint
  • Availability for occasional business travel and independent client calling as needed/approved.

DESIRED SKILLS

  • Familiarity with global corporate market segment.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21050944

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0