Treasury Management Sales Analyst

Columbia Bank•Lake Oswego, OR

1d•$23 - $38•Onsite

About The Position

The Treasury Management Sales Analyst (TMA) is responsible for partnering with Treasury Management Sales Consultant(s), (TMC). The TMA role will serve as the primary sales support contact to the TMC in assisting with Treasury Management sales related activities within an assigned region. Analyze multiple resources and tools to acquire a full understanding of the customer’s complex needs and desired output. Prepare customized customer reviews. Execute and manage treasury management service agreement, and other client-facing sales related documentation to promote the sale. Collaborate with TMC, technical consultant, business partners, and relationship team in the completion of Treasury Management Relationship Reviews, Working Capital Analysis and Request for Proposals (RFPs). Responsible for owning post-sale activities such as implementation for domestic and international treasury solution implementations, CRM system input, accuracy of sales data, and joining implementation meetings for complex/ongoing implementations; ensure that the implementation and delivery of solution is completed within agreed upon timeframes and within our service level agreements (SLAs). Identify and cross-sell treasury management solutions through needs analysis approach, and use of bank leads technology (USLs). Follow up by phone, or virtually on sales referrals from bankers with assigned TMC. Responsible for follow up and resolution of problems; billing issues, assisting clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner teams to provide a prompt response. In collaboration with the TMC, participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services. Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services. Responsible for attending banker education with your TMC(s), and/or Ask the Expert Series, at least one meeting, per quarter in the annual year. Assist with annual re-pricing initiatives by partnering with the TMC, and billing team to ensure existence of exception pricing for respective client accounts, and performing system inputs of approved and new exception pricing. Join and participate in team (POD) meetings with assigned TMC(s), Implementation Specialist(s), Technical Solutions Consultant, and Support Specialist(s) on a regular basis. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned.

Requirements

2-4 years of experience in Treasury Management Sales, Sales Support, or other business-related experience.
Advanced working knowledge of Treasury Management pre-sale/post-sale processes, products, operational procedures, documentation, practices, and policies.
Extensive knowledge of commercial banking products and services, mitigating risk, and applicable laws and regulations.
Excellent professional verbal and written communication skills with the ability to effectively communicate with professionals at all levels.
Adequately knows how to assemble internal teams and resources.
Proven record of strong customer service skills.
Analytical skills.
Interpersonal and organization skills with ability to manage complex issues and use good judgment in decision making.
Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools.
Strong analytical and quantitative skills.
Demonstrated interest/ambition to develop into an individual sales contributor.
Possess time management, organizational and problem-solving skills.
Proven ability to multitask and meet deadlines in a fast-paced environment.
Ability to work fully onsite at posted location(s).

Nice To Haves

H.S. Diploma/GED (preferred)

Responsibilities

Partner with Treasury Management Sales Consultant(s) (TMC) as the primary sales support contact.
Assist with Treasury Management sales related activities within an assigned region.
Analyze customer needs and desired output using multiple resources and tools.
Prepare customized customer reviews.
Execute and manage treasury management service agreements and other client-facing sales documentation.
Collaborate with TMC, technical consultants, business partners, and relationship teams on reviews, analyses, and RFPs.
Own post-sale activities including implementation of domestic and international treasury solutions.
Ensure accuracy of CRM system input and sales data.
Participate in implementation meetings for complex/ongoing implementations.
Ensure timely completion of implementations within service level agreements (SLAs).
Identify and cross-sell treasury management solutions through needs analysis and bank lead technology (USLs).
Follow up on sales referrals from bankers with assigned TMC.
Resolve problems, including billing issues and client navigation of the bank.
Liaise with Client Service, Account Analysis, and other partner teams for prompt responses.
Participate in driving new sales opportunities by identifying client needs and cross-selling.
Display knowledge, proficiency, and professionalism in explaining, selling, and administering products/services.
Attend banker education and Ask the Expert Series meetings quarterly.
Assist with annual re-pricing initiatives, ensuring exception pricing and performing system inputs.
Participate in regular team (POD) meetings.
Demonstrate compliance with all bank regulations and policies.
Maintain knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
May coach, mentor, train others, or teach coursework as a subject matter expert.
Foster Columbia corporate culture and act as a positive example.
Embrace the vision to become “Business Bank of Choice”.
Perform other duties as assigned.