Treasury Management Sales Analyst
LOCATION: Macatawa Drive, Holland
STATUS: Full Time
POSITION SUMMARY:
- Responsible for assisting Treasury Management Sales Officers in management of client sales portfolio and prospecting of new sales opportunities.
- Conduct client analysis and assist with proposal generation.May accompany lenders and branch manager to client meetings as necessary (after 6-9 months on the job).
- Provide customer service and support to all Treasury Management and Institutional Banking clients.
- Responsible for managing, implementing and tracking all depository and Treasury Management services and monthly revenue reporting.
- Responsible for managing the Public Funds CD desk.
- Processing all documents for opening and closing CDs
- Management of CD paperwork/documentation process and e-mail communication to clients
- Wiring of CD funds
- Weekly calculation and updating of new CD rates for our brokered CD e-mail communication each Monday
- Management of CD rates in PDF and intranet site
- Reporting:responsible for creation of, maintenance of, updating, and rewriting Treasury Management reports.
- Responsible for presenting to smaller Treasury Management prospects or current clients to obtain 1-2 product additional sales (after 6-9 months).
- Verify monthly billing
- Organize and be responsible for fee studies and for annual pricing changes.
MINIMUM QUALIFICATIONS:
- Bachelors Degree
- Minimum of 1-3 years of banking experience. Treasury Management experience preferred.
- Advanced proficiencies in Microsoft Office Applications: PowerPoint, Excel, Word and Outlook
- Excellent time management, organization, and planning skills
- Excellent written and oral/communication skills
- Ability to work independently to accomplish assigned projects
- Customer focused and action oriented
- Ability to prioritize tasks and maintain a high level of customer service (internal and external)
- Take ownership and deliver timely resolution of customer issues
