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Renasant Bank · 1 month ago

Treasury Solutions Sales Analyst

Birmingham, AL

Full-time

Onsite

Mid Level

4+ years exp

Renasant Bank is an equal opportunity employer seeking a Treasury Solutions Sales Analyst to support Treasury Sales Officers and the Treasury Sales Manager. This role focuses on new business development, client onboarding, and marketing strategies to enhance Treasury Management services.

BankingConsultingFinancial Services

Responsibilities

Maintain a working knowledge of treasury products and pricing, allowing for the coordination and support of new business development

Assist with obtaining new client documentation and creating required onboarding documents

Assist the Treasury Sales Officers with driving new business opportunities by identifying client needs and cross-selling treasury products and services

Assist with pricing functions such as new pricing requests and exception pricing requests

Support marketing strategies and calling programs to uncover new opportunities with existing Treasury Management clients

Assist Treasury Sales Officers with the development and coordination of presentations for prospective Treasury Management clients and for the expansion of existing relationships

Identify cross-sale opportunities, referring them to the appropriate area

Work with Treasury Management Sales Manager on project and divisional initiatives

Perform other related duties as assigned

Qualification

Treasury management productsBanking experienceMicrosoft WordMicrosoft ExcelAnalytical skillsCommunication skillsOrganizational skillsTime management skillsInterpersonal skills

Required

High school diploma or equivalent required; Bachelor's Degree preferred

Minimum of 4 years of banking experience

Good understanding of financial institution products and services

Good knowledge of Microsoft Word and Excel

Good communication, analytical, organizational, and time management skills

Must work with minimal supervision, show initiative, and interface closely with executive management

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Ability to effectively present information and respond to questions from community bank presidents, corporate department heads, employees, clients, and general public