Treasury Management Account Analysis

3 weeks ago

Dallas, United States TBK Bank, SSB Full time

Treasury Management Account Analysis & Sales Analyst page is loaded

Treasury Management Account Analysis & Sales Analyst

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locations

Dallas, TX

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

REQ-3570

Join TBK Bank A t TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed . We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary:

Primary function is to support assigned Treasury Management Sales Officer(s) in closing new sales opportunities. This position acts as a liaison with Treasury sales staff, Product Management, and Service and Onboarding to ensure high levels of service delivery to all customers – internal and external. Essential Duties & Responsibilities

Support Treasury Management in the development, implementation, and maintenance of products.

Perform product research and identify appropriate solutions for customer requirements and satisfaction.

Coordinate with assigned Treasury Sales Officer(s) to support and develop relationships with business clients and partners.

Prepare analysis proformas and sales proposals for client presentations.

Participate on client calls and analyze client Treasury services requirements.

Perform risk monitoring for Treasury products and services and initiate credit and risk approvals.

Assist Treasury clients with product training and product demonstrations as needed.

Manage work of assigned Treasury Sales Officer(s) for efficient onboarding and exceptional client experience.

Gather data and prepare reports for Sr. Management, audit, and other department personnel.

Support Onboarding and Treasury Support teams as needed.

Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time.

Cross-train to perform monthly Account Analysis Billing activities including: Closing out the monthly process.

Beginning a new analysis month.

Generating Analysis results and reporting to Management.

Creating statement files.

Managing third party vendor billing files.

Preparing “what if” calculations and pricing impact reporting.

Providing Product Profitability reporting to Product Managers.

Administer work according to internal and external policies and procedures of the bank.

Support organizational growth.

Perform other duties as assigned.

Experience & Education

High school diploma or (GED) required.

Two to four years’ experience in high level customer service environment.

Bank operations experience desirable.

Skills & Abilities Required

Excellent communication skills required, both written and verbal.

Excellent Customer Service skills.

Strong attention to detail and good planning and organization skills.

Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred.

Work Environment

The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

Ability to work in a confined area.

Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.

While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.

Specific vision abilities are required by this job due to computer work.

Light to moderate lifting is required.

Regular, predictable attendance is required.

#LI-KB1 We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today

About Us

OUR BUSINESS Triumph Financial is a financial and technology company focused on payments, factoring and banking. Through our brands —TriumphPay and Triumph – we use technology and innovation to reduce friction in cash flow management and increase the speed of payments for the trucking industry. Our TBK Bank brand provides consumer, business and commercial banking solutions, including a full range of lending products. We create value by driving businesses and communities of all sizes toward the future. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.

OUR PURPOSE

We focus on creating value by helping our team members thrive, our customers succeed and our communities prosper.

Our team members go to work every day for a purpose greater than themselves. We have a clear path forward, and by working together as one team, we create a world-class experience for our clients and team members. While we go to market with three distinct brands, we share one common purpose: Helping People Triumph. OUR CORE VALUES Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: Transparency Respect Invest for the future Unique is good Mission is more than money People make the difference Humility FOCUS ON SERVING OTHERS At Triumph Financial, we

strive to do

the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is

centers on

four areas:

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