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Treasury Sales Analyst

Hartford, Connecticut;

Job Description:

The Treasury Solutions Associate (TSA) role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally with a portfolio of Middle Market clients in the New Jersey market.  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, TSA’s 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

  • Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning

  • Daily email, phone and in-person client communication

Behavioral Qualifications:

  • Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

  • Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

  • Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

  • Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

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

Desired Skills:

  • Preferred candidates will have their CTP (Certified Treasury Professional)

  • Preferred Candidates will have proven experience prospecting and developing new business

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 Associate (TSA) role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally with a portfolio of Middle Market clients in the New Jersey market.  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, TSA’s 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

  • Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning

  • Daily email, phone and in-person client communication

Behavioral Qualifications:

  • Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

  • Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

  • Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

  • Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

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

Desired Skills:

  • Preferred candidates will have their CTP (Certified Treasury Professional)

  • Preferred Candidates will have proven experience prospecting and developing new business

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21075548

Band: H6

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Sandy Cojocaru

Referral Bonus:

0

Connecticut job seekers

Connecticut pay range:

$69,700 - $85,000 annualized salary, offers to be negotiated based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.