Treasury Management Sales Analyst 1
A Treasury Sales Associate 1 (TMSA1) serves as the primary back-up to a Treasury Management Sales Consultant (TMSC) and assists with the selling of treasury management solutions and the management of the overall sales portfolio.
-Demonstrate mastery level proficiency of all Treasury products, systems and processes
-Consistently sell value when recommending products and services; use Treasury tools to penetrate Tier 2- Tier 4 clients
-Independently drive new sales opportunities by identifying client needs and cross-selling treasury products and services
-Independently lead complex client implementations and co-lead RFP responses
-Actively participate in key relationship reviews; recommend additional solutions and understand the pricing implications of recommendations
-Consult with clients on the phone and in person; know their business and anticipate their treasury management needs
-Manage all pricing functions such as new pricing requests and exception pricing
-Monitor and drive portfolio growth by reviewing key financial indicators and trends monthly
-Coordinate and negotiate with internal partners to ensure on-time delivery of client requests
-Maintain accurate sales pipeline and ensure key relationship systems are kept current
-Train and mentor less experienced TMSAs; display leadership in all interactions with peers, partners and management.
-Occasional overnight travel required
***Please do not contact the hiring manager regarding this posting.***
1+ year of sales/sales support, general banking or direct client contact experience; or BA/BS degree.
Sales/Client Support, general banking, Treasury Management products and services knowledge/experience.
-Minimum of 2+ years of client experience, sales experience and/or treasury management experience
-Treasury Management knowledge
***Applicants must meet ALL basic and minimum qualifications to be considered for this position. Please update your application/resume to clearly show your current
-4 year college degree strongly preferred
-Treasury Management experience
-Leadership and Sales experience
-Extremely proficient PC skills, including Microsoft Word, Excel, Outlook and PowerPoint
-Excellent verbal and written communication skills; strong comfort level in speaking in front of an audience
-Proven to be highly organized and detail-oriented
-Demonstrated ability to work independently and build relationships with external clients and internal partners
-Demonstrated strong analytical, negotiation and problem solving skills
-Demonstrated ability to multi-task and prioritize in a rapidly changing environment
-Proven to be a team player and enjoy supporting and achieving team goals
-Proven to be a self-starter and take pride and ownership of all tasks assigned
Wells Fargo - 2 years ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...