TM Sales Analyst I

Southstate Bank•Charlotte, NC

About The Position

Provide strategic sales support to Treasury Management sales teams in delivering non-credit commercial products and services to clients. The role focuses on strategies to grow Treasury Management revenue and increase Treasury Management penetration within the bank’s client portfolio. It prepares comprehensive Treasury Management proposals and performs extensive analysis of client metrics to uncover sales opportunities. The analyst develops client-focused pricing proposals, presentations, and responses to complex Requests for Proposals (RFPs), and coordinates relationship reviews for key Treasury Management clients to keep service and compliance items current. The position requires client focus, Treasury Management industry expertise, broad knowledge of bank structure, and understanding of the operational aspects of global cash management products and services. The role is based at 110 East Boulevard, Charlotte, North Carolina 28203. It involves substantial computer use in a private office or cubicle. Telecommuting roles require a secure, distraction-free home office and a reliable private internet connection. Travel may be required for meetings and on-site client visits as needed.

Requirements

Bachelor’s degree or equivalent experience.
Five years of banking experience.
Three years of related experience in Treasury Management sales, product, or support; as a line banker; or in a commercial call center.
Excellent written and oral communication skills.
Basic sales skills and extensive product knowledge to support and identify cross-sell opportunities.
Proven success in problem analysis and resolution.
Expertise in data analysis.
Strong attention to detail and accuracy.
High level of expertise with the MS Office suite.
Strong organizational skills and ability to manage multiple detailed work assignments accurately.
Ability to develop rapport easily with clients, peers, and partners.
Knowledge of bank operating systems and commercial banking practices.
Knowledge of Treasury Management products, services, procedures, and practices.
Ability to effectively access and interpret information on computer screens, documents, and reports.

Nice To Haves

Previous experience analyzing commercial relationships, strategic sales planning, and customer issue resolution is preferred.

Responsibilities

Develop and maintain extensive knowledge of Treasury Management products, services, and pricing.
Support deposit and non-interest income growth by providing sales leads, sales support, and sales presentations to Treasury Management Sales Officers.
Assemble RFPs and coordinate pricing, approach, and development of formal proposals.
Coordinate sales proposal preparation and assist Treasury Management Sales Officers and bankers with presentations.
Prepare pro forma analysis statements and monitor competitors’ pricing strategies and trends.
Prepare relationship reviews for Treasury Management clients and assist sales officers or bankers with the review process.
Advise Treasury Management Sales Officers on potential improvements to online security, product and service utilization, and customer enhancements.
Ensure client Treasury Management presentation materials comply with regulatory guidelines.
Make on-site client visits as required.
Provide subject matter expertise to internal bank staff as required.
Assist with other Treasury Management projects as required.