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PlainsCapital Bank · 1 day ago

Treasury Management Sales Analyst

Lubbock, TX

Full-time

Onsite

New Grad, Entry Level

PlainsCapital Bank is seeking to hire a Treasury Management Sales Analyst who will work closely with Treasury Management Officers to grow treasury management revenue and manage associated risks. The role involves generating proposals, assisting in relationship reviews, and ensuring exceptional customer experiences throughout the relationship lifecycle.

BankingFinancial Services

Hiring Manager

Andrea Regula

Responsibilities

Assists in generating proposals to include needs assessment, pricing recommendations, implementation plans and treasury solution information

Creates account analysis pricing models for new and existing relationships along with narratives for any pricing exception requests

Participates in the relationship review process and cross selling opportunities

Builds customer relationship reviews that detail accounts and services, product updates, as well as notification related to future changes that may impact client needs

Participates in client meetings as requested by Treasury our Account Officer

Assists in monitoring branch referrals and maintaining an accurate pipeline

Develops working knowledge of all treasury products and technical requirements

Aggregates treasury services risk-related data for review and monitoring purposes

Creates and monitors treasury service implementation requests to add or delete services

Works closely with Treasury Client Services to ensure customers receive an exceptional experience before, during, and after treasury services have been implemented

Other duties as required

Qualification

Treasury management experienceBanking experienceMicrosoft OfficeAnalytical skillsCommunication skillsProblem-solving skillsTime managementOrganizational skillsAttention to detailTeam player

Required

Must be able to report to our Main Bank located at 5010 University Avenue, Lubbock, TX 79413, without the need for relocation assistance

Bachelor's degree in business or related field OR combination of equivalent relevant work experience and high school diploma, GED, or equivalent required

Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel

Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications

Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment

Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently

Must be able to attend client meetings as requested (limited, typically local)