Treasury Management Sales Analyst
2 weeks ago
Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more
The Treasury Management Sales Analyst works closely with a team of Treasury Management Officers to grow treasury management revenue and manage risk associated with treasury management products. Responsible for assistance with building proposals and relationship reviews as well as reviewing retail sales referrals in order to grow revenue. Assists in managing the treasury management exposure process in order to ensure risk is properly monitored and approved. Works closely with a host of internal partners to ensure a customer experience beyond expectations throughout the life of the relationship.
Responsibilities
- Assists in generating proposals to include needs assessment, pricing recommendations, implementation plans and treasury solution information.
- Creates account analysis pricing models for new and existing relationships along with narratives for any pricing exception requests.
- Participates in the relationship review process and cross selling opportunities.
- Builds customer relationship reviews that detail accounts and services, product updates, as well as notification related to future changes that may impact client needs.
- Participates in client meetings as requested by Treasury our Account Officer.
- Assists in monitoring branch referrals and maintaining an accurate pipeline.
- Develops working knowledge of all treasury products and technical requirements.
- Aggregates treasury services risk-related data for review and monitoring purposes.
- Creates and monitors treasury service implementation requests to add or delete services.
- Works closely with Treasury Client Services to ensure customers receive an exceptional experience before, during, and after treasury services have been implemented.
- Other duties as required.
- Bachelor's degree in business or related field OR combination of equivalent relevant work experience and high school diploma, GED, or equivalent required.
- Prior experience in banking strongly preferred. Treasury management experience a plus.
- Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel.
- Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
- 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 team player with strong attention to detail, high level of accountability, and the ability to work independently.
- Must be able to attend client meetings as requested (limited, typically local).
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
About Us
PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 59 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at plainscapital.com/about.
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