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Job Description
This job is responsible for supporting Treasury Sales Officers (TSOs) with managing and growing revenue both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet the needs of the client.
This role can be filled as either an Analyst or Associate based on the candidate’s experience.
Responsibilities
Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
Supports clients through the implementation, client onboarding, and training activities
Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
Qualifications
Minimum 2-5 years’ experience in major financial institution’s corporate client facing role
Knowledge of cash management and familiarity with credit, trade and foreign exchange
Excellent analytical, sales, communication and presentation skills (written and verbal)
Ability to multi-task and adapt to change
Strong organizational skills and ability to prioritize workload from diverse sources
Proven experience working in a fast-paced environment as part of a larger team
Proven experience developing rapport with clients, colleagues and other business partners
Some travel required
Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
Bachelor's degree or equivalent work experience
Behavioral Qualifications
Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
Innovative and Curious:Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
Confident and Agile:Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
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