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Encore Bank · 4 days ago

Treasury Management Sales Analyst

Dallas - Dallas, TX 75225

Full-time

Onsite

Entry Level

1+ years exp

Encore Bank is looking for a Treasury Management Sales Analyst to support the Treasury Management Officers in growing TM revenue. The role involves creating, analyzing, and delivering proposals and sales presentations, as well as participating in sales calls and providing internal customer support.

Banking

Responsibilities

Have a strong understanding of TM and all TM products offered at Encore Bank

Develop proposals and client analysis for Treasury opportunities

Prepare materials for TM client and prospect meetings

Coordinate proposal responses and works across business lines to gather response information

Participate in sales calls with the Commercial Bankers and TMOs to ensure a working knowledge of customer base and act as backup for complex client relationships and onboardings

Ability to lead onboarding discussions and provide sales demos for Treasury and Payment Solutions applications

Coordinate Onboarding of new accounts and new TM services for both new and existing clients

Assists with Fraud Mitigation discussions coordinates onboarding of positive pay solutions for clients that have a fraud occurrence

Serves as the designated backup to the TMO and assists clients and markets as needed

Search for opportunities to Refer and/or cross-sell TM products that result in client relationships

Communicate client service channels and foster partnership amongst teams; Coordinates and prepares materials for internal meetings such as pre-call planning or team updates on process changes

Proactively develop and maintain strong relationships with markets and clients

Support an accurate, smooth, and expedient client onboarding process

Performs all other task as assigned

Qualification

Treasury ManagementSales SupportCash Management ProductsMicrosoft Office SuiteCustomer Service SkillsInterpersonal SkillsOrganizational SkillsAdaptability