Prosperity Bank · 1 month ago
Treasury Management Sales Analyst (Full Time) - Sterling Plaza
Dallas, TX, US
Full-time
Onsite
New Grad, Entry LevelProsperity Bank is a financial institution seeking a Treasury Management Sales Analyst to support Treasury Services Sales Officers in delivering solutions to Commercial and Retail clients. The role involves managing sales presentations, reporting, and assisting in the onboarding of Treasury Services, while also fostering client relationships and ensuring service delivery.
BankingFinancial Services
Responsibilities
Support Treasury Services Sales Officers with sales management, presentations, reports, collateral review and design, product review and enhancements, analysis of markets, portfolios, revenue, profitability, and pricing, and other duties as requested
Develop and generate presentations, pricing proformas, responses to Requests for Proposals, pre-call preparation, relationship reviews, and account structures
Accompany Treasury Services Sales Officers on sales calls
Prepare and ensure execution of all Treasury Services on-boarding documents
Monitor implementation from beginning to end to ensure deadlines are met and client expectation is met or exceeded
Review first Account Analysis statement to ensure the client is invoice for all implemented services
Assist with management of relationships including but not limited to renewals of limits for operating exposure, resolving service issues, training clients/prospects in use of Treasury Services solutions, and direct communication with clients/prospects in coordination with colleagues across Prosperity
Assist with ongoing education to Commercial and Banking Center colleagues of the Prosperity suite of Treasury Services solutions and appropriate positioning thereof
Qualification
Required
Bachelor's degree in Business or related degree or equivalent work experience
Financial services internship or equivalent preferred
Demonstrated willingness to learn, implement feedback, and act
Ability to develop working relationships with clients/prospects and colleagues
Ability to work independently
Excellent verbal and written communication skills
Strong time management, organizational, and planning skills
Strategic thinking skills
Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint, and Excel
Strong cultural sensitivity and awareness
Understanding of accounting, finance, and cash management principles and practices
Strong understanding of working capital and the cash conversion cycle including identification of their key components and drivers
Ability to create proformas and understand formulas involved in analysis
Ability to read financial statements
Excellent presentation skills to develop customized presentations for internal and external use
Excellent PC skills using spreadsheet and word processing software
Demonstrated resourcefulness and ability to research issues and conflicts for best resolutions
Company
Prosperity Bank
Prosperity Bank offers a variety of traditional loan and deposit products to its customers.
Founded in 1984
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Shelby
DFW Area President
Mays Davenport
Director of Corporate Strategy
Recent News
2026-01-03
Morningstar.com
2025-11-05
2025-10-30
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