Treasury Management Sales Analyst

2 weeks ago

McAllen, Texas, United States PrimeLending, A PlainsCapital Company Full time $60,000 - $85,000 per year

Description
PlainsCapital Bank is seeking to hire a
Treasury Management Sales Analyst
.

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.

Qualifications

  • 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.

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