Now Hiring - Bank Of Tampa - Treasury Management Sales Analyst in Tampa, FL

Position overview

• Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.

• Acts as the sales contact for client related questions on product capabilities, pricing, and onboarding process.
• Provides strategic sales support to Treasury Management Advisors (TMAs).

• Oversees the execution of all necessary documentation and product implementation scheduling with clients, including follow-up to determine client satisfaction and / or additional cross sell opportunities. Responsible for quality and compliance in the execution of all TS enrollment documentation, including the Master Treasury Services Agreement and related exhibits, schedules, & forms.
• Increases deposit and non-interest revenue growth for the Bank by providing sales leads, sales support, and sales presentations to TMAs.

• Conducts necessary research and analyzes client information to prepare TMAs for sales calls.

• Proactively advises TMAs on potential improvements to security, product/service utilization and enhancements for clients.

• Develops sales proposals and pricing models using statement information provided by the client, including Pro Forma Analysis Worksheets, Relationship Profitability Scenarios, Net Interest Income Analyses, and other models as needed.

• Assembles Requests for Proposals (RFPs) and coordinates pricing, approach, and development of formal proposals; coordinates preparation of sales proposals and assists TMAs/RMs with presentations.
• Prepares relationship reviews for key Treasury Management clients; assists TMAs/RMs in the review process as needed.
• Develops and maintains extensive knowledge of Treasury Management products, services, and pricing; application of products/services to business cash flow cycles; service setup procedures and documentation; and Account Analysis.
• Super User of the bank’s Account Analysis system, ensures that all billing points are captured and applied timely in the bank’s Account Analysis system both for Pro Forma and for actual fee assessment purposes. Administers periodic billing reports as needed for bank management review of pricing, exceptions, waivers, and other relevant factors. Coordinates with Director of Treasury Management, Marketing, Compliance, and other areas as needed to ensure that that client-facing Treasury Management presentation materials are current and compliant with regulatory guidelines.
• Maintains current & accurate pipeline of business development opportunities and provides monthly & other periodic reports to TMAs, relationship managers, and bank management. Ensures that all relevant TS fee income opportunities are captured in the bank’s Client Relationship Management (CRM) system.
• Makes on-site client visits as needed.

• Provide subject matter expertise to internal bank staff as needed.

• 1-3 years of client service, sales, operations, or institutional and corporate client business knowledge.
• Demonstrated ability to manage competing priorities while maintaining a high level of client satisfaction
• Excellent analytical and technical skills
• Ability to build strong partnerships with colleagues and clients.
• Clear and concise verbal and written communication skills

• Proficient in Microsoft Office suite.

• Must possess a valid driver’s license; Local travel required less than 25%

• 3-5 years of Treasury Management related experience (sales, service, operations, or product related)
• 4- Year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus or equivalent combination of education and experience.
• Advanced skills with Microsoft Office suite, specifically Excel, Word, PowerPoint, Outlook, and Adobe Pro.

• Knowledge of Treasury Management solutions and offerings is a plus

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators

• Eligibility for health, dental, vision, life and disability insurance coverages
• Retirement Plan - 401k with matching
• ESOP- Employee Stock Ownership Plan
• Time away from work – vacation time, sick time and holidays
• Paid parental leave
• Tuition Assistance
• Professional development opportunities