Treasury Management Sales Analyst (Full Time) - Sterling Plaza

POSITION PURPOSE

Supports Treasury Services Sales Officers and their sales of Treasury Services solutions to Prosperity’s Commercial and Retail clients and prospects. Strong computer skills to assist with sales management, presentations, reporting, product and solution documents, and models for analyzing markets, revenue and profitability, pricing, etc. Serves as a back-up to the Treasury Services Sales Team for issue escalation and resolution.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Support Treasury Services Sales Officers with sales management, presentations, reports, collateral review and design, product review and enhancements, analysis of markets, portfolios, revenue, profitability, and pricing, and other duties as requested
• Develop and generate presentations, pricing proformas, responses to Requests for Proposals, pre-call preparation, relationship reviews, and account structures
• Accompany Treasury Services Sales Officers on sales calls
• Prepare and ensure execution of all Treasury Services on-boarding documents
• Monitor implementation from beginning to end to ensure deadlines are met and client expectation is met or exceeded
• Review first Account Analysis statement to ensure the client is invoice for all implemented services
• Assist with management of relationships including but not limited to renewals of limits for operating exposure, resolving service issues, training clients/prospects in use of Treasury Services solutions, and direct communication with clients/prospects in coordination with colleagues across Prosperity
• Assist with ongoing education to Commercial and Banking Center colleagues of the Prosperity suite of Treasury Services solutions and appropriate positioning thereof

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.

SUPERVISORY RESPONSIBILITIES:

This role has no supervisory duties.

QUALIFICATIONS

Education/Certification:

Bachelor’s degree in Business or related degree or equivalent work experience

Experience Required:

Financial services internship or equivalent preferred

Skills/Abilities:

Demonstrated willingness to learn, implement feedback, and act

Ability to develop working relationships with clients/prospects and colleagues

Ability to work independently

Excellent verbal and written communication skills

Strong time management, organizational, and planning skills

Strategic thinking skills

Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint, and Excel

Strong cultural sensitivity and awareness

Understanding of accounting, finance, and cash management principles and practices

Strong understanding of working capital and the cash conversion cycle including identification of their key components and drivers

Ability to create proformas and understand formulas involved in analysis

Ability to read financial statements

Excellent presentation skills to develop customized presentations for internal and external use

Excellent PC skills using spreadsheet and word processing software

Demonstrated resourcefulness and ability to research issues and conflicts for best resolutions

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Talking:

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Average Hearing:

Able to hear average or normal conversations and receive ordinary information.

Repetitive Motion:

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Visual Abilities:

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Physical Strength:

Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS

None:

No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Reasoning Ability:

Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions.

Able to interpret a variety of technical instructions and can deal with multiple variables.

Mathematics Ability:

Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage.

Able to perform very simple algebra.

Language Ability:

Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.

Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.

Hours: Monday - Friday 8:00 am to 5:00 pm40 hours per week