Treasury Sales Analyst

Columbia Bank•Fair Lawn, NJ

6h•$59,987 - $80,500•Hybrid

About The Position

The Treasury Sales Analyst partners with Treasury Management Officers focused on developing strategies to grow revenue across a portfolio of commercial and real estate clients in Columbia Bank’s footprint. The role supports treasury sales activities throughout the sales, implementation, and ongoing client relationship lifecycle, with a focus on revenue goals and client experience. The analyst prepares presentations, proposals, fee schedules, and cost/benefit analysis models; supports daily client inquiries; communicates project status and outstanding items to clients; and provides guidance on cash management banking needs. The role also delivers online banking demonstrations, coordinates with the product team on product enhancements and pricing, and maintains accurate sales information in source and tracking systems. The position is eligible for a hybrid schedule of three days in the office and two days working from home, based on business needs. This arrangement may change without notice.

Requirements

Bachelor’s degree required; Business, Accounting, or Finance preferred.
Excellent communication, presentation, interpersonal, and organizational skills.
Ability to develop an independent viewpoint and present a business case supporting conclusions.
Ability to thrive in a fast-paced environment and solve problems with little direction.
Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and Teams.
Comfort using multiple systems and digital tools in a fast-paced banking environment.
Strong computer skills, including virtual collaboration, document management, and reporting tools.

Nice To Haves

At least 2 years in a Treasury/Cash Management Sales environment.
Exposure to or willingness to learn emerging workplace technologies.

Responsibilities

Partner with Treasury Management Officers to develop strategies to grow revenue with commercial and real estate clients.
Prepare presentation materials and proposals, create fee schedules, and develop cost/benefit analysis models.
Support daily client inquiries, working with internal partners as appropriate.
Identify and pursue treasury sales opportunities, supporting activities from sale through implementation and ongoing client relationship management, and driving treasury revenue goals.
Maintain timely client discussions about project status and outstanding items.
Provide clients with expert guidance and advice regarding cash management banking needs while improving their service experience.
Provide online banking demonstrations for external and internal stakeholders.
Work with the product team to gather information and updates about enhancements and pricing for the sales team.
Maintain accurate sales data in source systems, including Deal Pipeline, client plans, and call reports, as well as other sales tracking systems.