CM Proposal Analyst II (US)
About The Position
The Cash Management Proposal Analyst II is primarily responsible for preparing Cash Management proposals by analyzing data supplied by the sales consultants and transferring data into MS Word/MS Excel for the benefit of selling Cash Management services to new prospects. This position handles large and more complex deals and also works with requests for RFPs from the government and State Procurement Office. The role provides support and assistance to the Cash Management sales team with various projects and initiatives, including the generation of proposals and customer prospects. It also involves maintaining an accurate Quality Assurance Report for existing projects, ensuring accurate and timely completion of all projects, providing suggestions for additional product solutions, and researching various requests for competitive information and other ad hoc reports.
Requirements
- Bachelor's Degree or equivalent experience required
- 3+ Years of related experience
- Proficiency in MS Word and MS Excel
- Ability to interact with internal and external Customers in a professional manner to provide exceptional Customer service
- Proven ability to meet and exceed Customer expectations
- Ability to perform multiple tasks in a fast-paced environment
- Strong organizational and analytical skills and attention to detail
- Effective verbal and written communication skills
- Application of sound judgment in making decisions
Nice To Haves
- Treasury Management experience in servicing a plus
- Banking experience a plus
Responsibilities
- Preparing Cash Management proposals by analyzing data supplied by the sales consultants and transferring data into MS Word/MS Excel for the benefit of selling Cash Management services to new prospects
- Handling large and more complex deals
- Working with requests for RFPs from the government and State Procurement Office
- Providing support and assistance to the Cash Management sales team with various projects and initiatives
- Preparing Cash Management and Merchant Card sales proposals for existing and prospective Customers
- Providing support and assistance to the Cash Management sales team with various levels of proposal generation
- Responsible for the creation of proposals and Customer prospects
- Maintaining an accurate Quality Assurance Report for existing projects
- Ensuring accurate and timely completion on all projects
- Providing suggestions for additional product solutions
- Researching various requests as needed for competitive information and other ad hoc reports
Benefits
- Base salary
- Variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan)
- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development
- Reward and recognition
- Regular development conversations
- Training programs
- Competitive benefits plan
- Access to an online learning platform
- Variety of mentoring programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
