Treasury and Payment Solutions Sales Analyst II (HYBRID IN OFFICE & WFH IN COLORADO)

Job Overview

Under general direction, the Treasury and Payment Solutions (TPS) Sales Analyst II, support the Treasury Management Officers (TMO's) and Sales Consultants (SC's) in growing TPS revenue. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The TPS Sales Analyst II performs pre-call planning, preparation and participates in joint sales calls with TMOs, SCs, and Commercial Bankers. Additionally, this position is responsible for identifying cross sale opportunities and for inside sales of small business clients. The TPS Sales Analyst II provides a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.

Primary Responsibilities

• Develops proformas, proposals and customer profitability analysis for Treasury, Card and EAP opportunities.
• Coordinates proposal responses and works across business lines to gather response information.
• Provides sales demos for Treasury and Payment Solutions applications.
• Assists with pipelining/forecasting.
• Understands and communicates the sales culture and vision within each member bank.
• Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations.
• Prepares pre-call planning prep and materials for TPS client and prospect meetings.
• Serves as the designated backup to the TMO and SC and assists customers as appropriate.
• Leads sales for small business clients including bundled treasury products and card.
• Accompanies the Commercial Bankers, TMOs and SCs on sales calls to ensure a working knowledge of customer base and act as backup for complex client relationships.
• Updates the SC and TMO pipelines through Salesforce or Enact and ensures pipelines are current and accurate.
• Generates and distributes bank specific Salesforce reporting to the member banks.
• Records reassignment of all TMO and SC colleagues within assigned region.
• Coordinates and prepares materials for internal meetings.
• Acts as a liaison between Marketing and TPS at the bank level to ensure marketing materials are current and up-to-date.
• Coordinates exception pricing updates and approvals. Reviews account analysis after deals are closed to ensure that new clients and services are billing properly.
• Actively follows-up with any Commercial Sales leads generated by marketing events/campaigns.
• Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA, consumer compliance, etc.
• Works with Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, households are correct, and goals are entered properly.
• Works with the Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, and won deals flow appropriately to TM Support and the Commercial Bankers/Credit.
• Monitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementations.
• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

• Performs other duties as assigned.

Management Responsibilities

• This job has no management responsibilities.

Qualifications

• Bachelors Business Administration/Management, Finance required and
• 3-5 years Banking related experience, preferably with related experience in Sales and Commercial Banking.
• Knowledge of cash management products, principles and practices.
• Proficient with Microsoft Office Suite to include: Word, Excel, PowerPoint, and Outlook.
• Excellent interpersonal and customer service skills.
• Demonstrated proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment.
• Demonstrated accuracy and thoroughness.