TM Sales Analyst
About The Position
The Treasury Management (TM) Sales Analyst position is a client servicing and sales support role for Community Banking and Branch Delivery (CBBD). This division includes Consumer and Business Banking and Community Banking. CBBD has dedicated sales teams consisting of Treasury Management and Payments Consultants (TMPCs) or Treasury Management and Sales Consultants (TMSCs) who are responsible for selling TM, CPS, RPS, and PS solutions to their business customers. The TM Sales Analyst's primary role is to provide sales support to these TMPCs and TMSCs for all their TM sales. This support may encompass product training, working capital engagement training, assistance with pricing and proposals, coordination of working capital and technical sales support, participation in technical and comprehensive implementations, and assistance with escalations. The TM Sales Analyst might also support larger TM opportunities by conducting mapping sessions with customers and prospects. Additionally, this position may assist CBBD Sales Managers, Program Managers, and Client Support representatives with sales, training, and client support as needed.
Requirements
- Bachelor's degree, or equivalent work experience
- Three or more years of relevant experience
Nice To Haves
- Basic knowledge of treasury management products
- Well-developed sales and new business development skills
- Effective analytical and project management skills
- Strong customer service/relations skills
- Effective interpersonal, written communication, and verbal presentation skills
Responsibilities
- Provide sales support to Treasury Management and Payments Consultants (TMPCs) or Treasury Management and Sales Consultants (TMSCs) for all Treasury Management (TM) sales.
- Assist with product training and working capital engagement training.
- Help with pricing and proposals.
- Coordinate working capital and technical sales support.
- Participate in technical and comprehensive implementations.
- Assist with escalations.
- Conduct mapping sessions with customers and prospects for larger TM opportunities.
- Assist CBBD Sales Managers, Program Managers, and Client Support representatives with sales, training, and client support as needed.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- Pension (all benefits are subject to eligibility requirements)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
