Treasury Management Sales Analyst

Attend sales calls, upon request, from other Commercial and Treasury Management Associates Coordinate and conduct product demonstrations for clients and prospects Assist in preparing treasury and commercial card pricing/profitability models, proposals and RFPs Prepare, attend and manage follow-up from annual Treasury Management client reviews Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations Monitor the status of active implementations to ensure setups are completed on time and accurately Maintain a high level of communication with clients and internal partners during the sales and implementation process Maintain client data in the Customer Relationship Management (CRM) system Clearly and accurately communicate complex solutions to clients Act as subject matter expert for complex client questions and/or service issues Requirements Requires Bachelor's degree with emphasis on Finance or Business 2+ years of banking experience Treasury Management and/or payment technology sales preferred Requires knowledge of Microsoft Office Core Competencies Demonstrates expertise in Treasury Management and payment technology sales, with strong capabilities in client communication, data management, and implementation processes. Proficient in preparing pricing models, proposals, and managing client relationships effectively. Highest-signal resume keywords Treasury Management Payment Technology Sales Client Relationship Management Data Analysis Microsoft Office ATS Optimization Keywords Hard Skills Pricing Models Proposal Preparation RFP Development Implementation Management Data Gathering Soft Skills Communication Client Management Problem Solving Industry Keywords Banking Experience Commercial Card Treasury Management Client Reviews Tools & Technologies Customer Relationship Management (CRM) #J-18808-Ljbffr