Senior Analyst – Treasury Management Sales
Company | Webster Bank |
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Location | Paramus, NJ, USA, Southington, CT, USA, Jericho, NY, USA, White Plains, NY, USA |
Salary | $70000 – $95000 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior |
Requirements
- Bachelor’s degree
- At least 5 years of financial services experience
- At least 3 years of treasury management experience
- Basic to In-depth knowledge and understanding of Treasury Management Services
- CTP or desire to obtain Certified Treasury Professional (CTP) designation
Responsibilities
- Work independently and in partnership with TMC (Treasury Management Consultant) to create pro forma statements, cash flow diagrams, treasury reviews, and other information to assist in the sales process. This includes independently researching customer relationships within bank, service areas and other processing units
- Assist with the development of proposals and sales presentations to support the efforts of the assigned TMCs.
- Responsible for identifying cross sell opportunities in support of achieving revenue goals.
- Active involvement in the sales process including pre and post-sale activities. Participates as needed, in joint calls as well as pre-call plan and call debrief sessions.
- Contribute to team revenue goals through individual sales generation.
- Responsible for all documentation and approvals necessary to set up new products & services
- Direct client retention efforts including major problem resolution and act as LOB/Operations liaison to ensure client satisfaction.
- Ensures client service deliverables are achieved and holds partners accountable by managing issues, escalations and error resolution.
- Adheres to compliance procedures and internal/operation risk controls in accordance with all applicable regulatory standards, requirements and polices
Preferred Qualifications
- CTP or desire to obtain Certified Treasury Professional (CTP) designation