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The Treasury Management Sales Analyst at the Bank of Tampa plays a crucial role in providing strategic sales support to the Treasury Management sales teams. This position is focused on delivering non-credit commercial products and services to clients, ensuring that each interaction is value-driven and solutions-oriented. The analyst is responsible for developing strategies aimed at growing Treasury Management revenue and enhancing product penetration within the bank's client portfolio. This involves preparing comprehensive proposals, conducting extensive data analysis to identify sales opportunities, and delivering tailored solutions through pricing proposals and presentations. The analyst also coordinates relationship reviews for key clients, ensuring their needs are effectively communicated to Treasury Management Advisors (TMAs). In addition to client interactions, the Treasury Management Sales Analyst maintains a strong focus on client satisfaction and industry expertise. They act as a sales contact for client inquiries regarding product capabilities and onboarding processes, while also overseeing the execution of necessary documentation and product implementation scheduling. The role requires a proactive approach to advising TMAs on potential improvements in security and product utilization, as well as developing sales proposals and pricing models based on client information. The analyst is expected to assemble Requests for Proposals (RFPs) and coordinate the preparation of sales proposals, ensuring compliance with regulatory guidelines. The position also involves maintaining an accurate pipeline of business development opportunities and providing regular reports to TMAs and bank management. The analyst serves as a primary point of contact for commercial treasury clients, guiding them through the implementation process and ensuring timely progress on new and expanded Treasury Services requests. This role requires a consultative approach, utilizing project management skills to onboard solutions that align with clients' business goals. Overall, the Treasury Management Sales Analyst is integral to the success of the Treasury Management team, contributing to both client satisfaction and the bank's revenue growth.
