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Company

First Citizens Bank · 1 day ago

Treasury Management- Sales Support Analyst

California, United States

Full-time

Remote

Entry Level

$86K/yr - $147K/yr

3+ years exp

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Responsibilities

Support assigned TM Sales Officer(s) throughout all aspects of the sales cycle, including assisting with the daily management of pipeline entries

Acts as a main liaison between TM Sales Officer, Banking team, Client, Implementation, Customer Service/back office teams, etc.

Manage Treasury Management documentation and paperwork

Interact with clients/manage correspondence with clients

Schedule meetings with TM Sales Officer and Clients

Join TMSO on Client calls to take detailed notes on TM services (be prepared for camera on)Engagement for preparation of detailed account structure, pricing proposals, internal items to assist with preparing for client implementation.Be able to speak with a client about ACH Origination, RDC, Fraud Prevention – confirm activity and any necessary limits for initial setup

Act as the main backup when the TM Sales Officer is out of the office to keep deal flow, communication moving forward.

Constant correspondence/ phone communication with TM Sales Officer, Implementation, RM’s, Loan Teams, Product, Business Engagement Center, other back-office teams for handling of TM sales related items

Attend weekly area meetings as available, to stay abreast of deals in pipeline

Attend Sales Support Team Meeting

Review implementation queues to remain up to date on deals in process

Assist with directing customer servicing to the Business Engagement Center

Assist TM Sales Officer to develop competitive pricing proposals for review of current services and new services for prospective/existing customers.

Assist with pulling existing client data, analysis statements, CA review for users, accounts, entitlements

Pricing- handle exception pricing input via Pathway.

Review Analysis statement as a Q/C post go live to ensure billing is setup and reflected correctly.

Assist TM Sales Officer with any RFP’s and preparation of prospect/client presentations

Maintain strong knowledge of Treasury Management Products and Services, especially complex services such as Lockbox, Integrated Payments, PCard, DES.

Maintain strong knowledge of FCB’s Internal Systems – Host, RPM, CMOD reports, Pathway, OnBase, Tableau, D1, CA Simulate, Q2 Co Pilot, Sharepoint.

Qualification

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Treasury Management productsSales supportPricing proposalsMicrosoft OfficeBanking systems navigationRFP preparation

Required

Bachelor's Degree and 1 years of experience in Financial Services or Analytics OR High School Diploma or GED and 5 years of experience in Financial Services or Analytics

Ability to work flexible hours

Proficiency with Microsoft Office- Word, Excel and Powerpoint/presentation software

Good understanding of how to navigate banking systems, interpret bank and account analysis statements

Preferred

Bachelor's Degree 3-5 years of TM experience in a support role, and/or sales/banking experience

Experience with Treasury Management products such as; ACH, Fraud, Remote Deposit Capture; as well as more complex products such as Lockbox, Purchase Card, Integrated Payments, Transmission

Knowledge of how to prepare RFP’s (Request for Proposals)

Possess strong verbal and written communication skills

Excellent communication and presentation skills

Strong attention to detail

Demonstrated ability to be proactive, manage time and be able to multi-task in a fast pace/high volume environment

Possess a thorough knowledge of all the services offered by the Bank

Located in PST, must work 8am-5pm PST