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PlainsCapital Bank · 23 hours ago

Treasury Management Sales Analyst

Houston, TX

Full-time

Onsite

New Grad, Entry Level

PlainsCapital Bank is seeking to hire a Treasury Management Sales Analyst. The role involves working with Treasury Management Officers to grow revenue and manage risks associated with treasury management products, while also assisting in building proposals and relationship reviews.

BankingFinancial Services

No H1B

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 notifications related to future changes that may impact client needs

Participates in client meetings as requested by Treasury or Account Officer

Initiates and tracks outbound sales calls to clients referred by the branch or other internal partners as appropriate

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 skillsTime managementOrganizational skillsProblem-solving skillsAttention to detailTeam player

Required

Must be eligible to work in the U.S. without sponsorship now or in the future

Must be able to report to our PlainsCapital Branch located at 2925 Richmond Avenue, Houston, TX 77098, 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)