Treasury Management Sales Specialist
1 week ago
JOB CLASSIFICATION
Full / Part-time: Full-time
Hours Per Week: 40
Position Overview:
The Treasury Management Sales Analyst plays a crucial role in supporting the Treasury Management Sales Officers in their efforts to provide comprehensive Treasury Management solutions to clients and potential clients of Vantage Bank. This position requires a proactive and sales-oriented individual who can effectively assist in various sales-related tasks.
Key Responsibilities:
This role involves utilizing strong analytical and computer skills to aid in sales management, prepare presentations, generate reports, and create product documentation. The analyst will also be responsible for evaluating referrals from retail banking colleagues and ensuring that they are effectively communicated to clients and prospects.
Client Support:
The Treasury Management Sales Analyst will provide essential support to clients by addressing inquiries and resolving issues related to Treasury Management services. This includes preparing onboarding documentation and ensuring a smooth transition for clients utilizing these services.
Collaboration:
Collaboration with the Treasury Management Sales Team is vital. The analyst will assist in sales presentations, review collateral materials, and contribute to product enhancements. This role also involves monitoring the implementation of services to ensure client satisfaction and adherence to deadlines.
Qualifications:
• 1-3 years of experience in Treasury Management Services or equivalent banking experience, or 3 years as a Banking Center Manager or Relationship Banker.
• A demonstrated eagerness to learn and adapt based on feedback.
• Strong relationship-building skills with clients and colleagues.
• Ability to work autonomously and manage time effectively.
• Excellent verbal and written communication abilities.
• Proficient in various PC applications, including Word, PowerPoint, and Excel.
• Capable of creating financial analyses and understanding relevant formulas.
• Strong presentation skills for developing tailored presentations for diverse audiences.
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