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About the role
Key responsibilities & impact- Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output.
- Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings.
- Assist with preparation of RFP/proposal content, review and coordination of client responses.
- Assist TMC in deal development by collecting, inputting and monitoring client data through the deal team life cycle.
- Gather necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and service.
- Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends.
- Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development.
- May accompany Sales Representatives or Relationship Managers on sales calls to gain knowledge and experience.
Requirements
What you’ll need- Bachelor's degree in Finance or Accounting, or equivalent work experience
- Three to five years of experience in Treasury Management sales support or project management
- Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use
- Excellent analytical and problem-solving skills and attention to detail
- Excellent professional communication and written presentation skills
- Strong critical thinking, negotiation, and decision-making skills
- Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Treasury Management productsdata analysispricing analysisRFP preparationfinancial product implementationproject managementnegotiationcritical thinkingproblem-solvingattention to detail
Soft Skills
professional communicationwritten presentationdecision-makingtime managementadaptabilityorganizational skillsclient relationship managementteam collaborationanalytical thinkingprioritization
