Treasury Management Sales Analyst

Vantage Bank • Houston, TX

3d

About The Position

The Treasury Management Sales Analyst sales-focused and supports Treasury Management Sales Officers, Relationship Managers, and Retail Banking teams in the delivery and sale of Treasury Management solutions to commercial clients and prospects. They are responsible for sales support, client onboarding, implementation coordination, portfolio management, reporting, pricing analysis, profitability modeling, relationship support, and client training. The Treasury Management Sales Analyst works closely with clients, prospects, and internal business partners to ensure an exceptional client experience while supporting revenue growth and retention objectives.

Requirements

• Bachelor's degree in Business, Finance, Accounting, Marketing, or a related field required.
• 1 – 3 years of Treasury Management, Commercial Banking, Business Banking, or related financial services experience preferred.
• Strong interest in Treasury Management sales and relationship development.
• Proficient computer skills with knowledge of Microsoft Office including, but not limited to, Word, Excel, PowerPoint, and Outlook, the Windows environment, and internet research skills.
• Excellent verbal, written, presentation and interpersonal communication skills.
• Ability to work independently with minimal supervision while performing assigned duties.
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Must be self-motivated with strong initiative, high level of accountability, and attention to detail.
• Ability to always maintain a high degree of ethical standards and complete confidentiality.
• All employees of Vantage Bank, herein referenced to as the “Bank”, must comply with the terms of the BSA Policy upon acceptance of this position.
• The primary responsibility for enforcement of this policy and its operating procedures rests with the BSA/AML/OFAC Officer.
• However, it is the responsibility of each employee to take the required BSA training modules and become familiar with and adhere to the Bank Secrecy Act, Anti Money Laundering and Office of Foreign Asset Control Policy.

Nice To Haves

• Demonstrated interest in pursuing advanced Treasury Management, commercial banking, leadership, or other professional development opportunities within the Bank.
• Commitment to continuous learning and professional growth.
• Ability to take initiative, seek out new responsibilities, and actively participate in developmental opportunities.

Responsibilities

• Supports Treasury Management Sales Officers across multiple markets in achieving sales, revenue, and portfolio growth goals.
• Assists with sales presentations, client proposals, RFP responses, relationship reviews, pre-call planning, profitability analyses, pricing models, account structures, and revenue reporting.
• Participates in client and prospect meetings and supports sales efforts generated through referrals from Relationship Managers, Retail Banking, and other internal business partners.
• Identifies opportunities to expand Treasury Management services within existing and prospective client relationships and supports initiatives designed to increase referral generation and product adoption.
• Prepares, reviews, and ensures accurate execution of Treasury Management onboarding documentation.
• Coordinates implementation activities between clients and internal departments, monitors progress through completion and provides proactive status updates to ensure timely service delivery.
• Coordinates communication among clients, sales officers, operations, and other bank partners to ensure seamless client experience.
• Conducts Treasury Management and online banking product demonstrations, walkthroughs, and training sessions for clients and prospects.
• Provides ongoing client education and support regarding Treasury Management products, online banking services, product functionality, security features, operational best practices, and available service enhancements.
• Reviews initial account analysis statements to ensure accurate billing of implemented services.
• Researches, troubleshoots, and resolves client service issues and serves as a backup resource for escalated requests and issue resolution.
• Assists with the management of Treasury Management relationships, including RDC and ACH exposure renewals, service enhancements, and client education initiatives.
• Maintains strong working relationships with branch, retail, and other internal partners and provides education on Treasury Management products, features, and client positioning.
• Reviews and responds to referrals from Retail Banking and other business lines.
• Assists with product reviews, enhancements, competitive analysis, marketing collateral updates, and other initiatives that support Treasury Management growth and effectiveness.
• Maintains reports related to sales activity, portfolio growth, profitability, pricing, and revenue generation and assists management with special projects and strategic initiatives as assigned.
• Other duties as assigned.

Benefits

• Community involvement is part of who we are.
• Our culture is built on teamwork, purpose, and service.
• We value volunteerism and create opportunities for employees to connect, give back, and make a positive difference in our communities.
• As part of the Vantage Bank team, all associates should embrace our community involvement and culture to ensure we are making an impact.
• At Vantage you will have significant opportunities for career growth from the moment you join our team.
• We invest in our people and truly value the unique skills and perspectives that each team member brings to the table.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level