Treasury Management Sales Analyst

  • Competitive
  • Tampa, FL, USA
  • Permanent, Full time
  • BankUnited, N.A.
  • 18 Dec 18

Treasury Management Sales Analyst

SUMMARY: The Treasury Management Sales Analyst provides strategic sales support to Treasury Management Sales Officers (TMSOs). This position directly supports new business generation through the development of proposals, presentations, pro forma, requests for proposals (RFPs) and requests for information (RFIs). Treasury Management Sales Analysts also perform extensive data analyses of client and portfolio metrics to uncover sales opportunities and prepare relationship reviews for key clients to assist in managing profitability. This position may also participate in other key sales related initiatives including, but not limited to, cross-sell identification and origination, calling activities, coordination of implementations, and support for risk/legal/compliance-related initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

* Prepares sales tools and exhibits, such as presentations (internal and external), proposals, pro forma, client schematics, relationship reviews, etc.

* Develops customized responses to RFPs and RFIs. Collaborates with TMSOs and/or RMs/Bankers from other lines of business to complete Executive Summary and establish pricing.

* Supports pricing/re-pricing initiatives by partnering with the TMSO to ensure existence of exception pricing for respective client accounts and performing system inputs of approved exception pricing.

* Reviews account analysis statements for designated clients and manages required client communications and/or corrections.

* Performs data-mining of sales/retention opportunities and prepares consolidated presentation of service usage/profitability information.

* Identifies cross-sell opportunities and partners with TMSOs to develop portfolio growth strategy.

* Participates in pre-call planning sessions and supports complex and/or multi-service sales pitches by preparing information, attending meeings, and handling post-call follow-up information requests.

* Works closely with clients and implementation team to support implementations on behalf of the Sales team. Facilitates meetings, informing escalated issues, and processing non-standard client requests once approved. .

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


* Bachelor's degree or an equivalent combination of related education and work experience.
* Knowledge of Treasury & Payment Solutions, including product features and benefits.
Minimum 2 years of sales and service experience in treasury sales or operation management, including proficiency in related systems and operational process.
* Proven track record of strong interpersonal, written communication, presentation, multi-tasking and professional telephone skills with clients and internal teammates.
* Proficiency with Word, Excel, and PowerPoint.