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BankUnited · 8 hours ago

Treasury Solutions Analyst

Melville, NY

Full-time

Onsite

Entry, Mid Level

$70K/yr - $85K/yr

2+ years exp

BankUnited is seeking a Treasury Solutions Analyst to provide strategic sales support to Treasury Solutions Officers. The role involves developing proposals, presentations, and conducting data analyses to uncover sales opportunities and assist in managing client profitability.

BankingFinanceFinancial Services

Diversity & Inclusion

Responsibilities

Prepares sales tools and exhibits, such as presentations (internal and external), proposals, pro forma, client schematics, relationship reviews, etc

Develops customized responses to RFPs and RFIs. Collaborates with TSOs and/or RMs/Bankers from other lines of business to complete Executive Summary and establish pricing

Supports pricing/re-pricing initiatives by partnering with the TSO to ensure existence of exception pricing for respective client accounts and performing system inputs of approved exception pricing

Reviews account analysis statements for designated clients and manages required client communications and/or corrections

Performs data-mining of sales/retention opportunities and prepares consolidated presentation of service usage/profitability information

Identifies cross-sell opportunities and partners with TSOs to develop portfolio growth strategy

Participates in pre-call planning sessions and supports complex and/or multi-service sales pitches by preparing information, attending meetings, and handling post-call follow-up information requests

Works closely with clients and implementation team to support implementations on behalf of the Sales team. Facilitates meetings, informing escalated issues, and processing non-standard client requests once approved

Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)

Adheres to Bank policies and procedures and completes required training

Identifies and reports suspicious activity

Qualification

Treasury & Payment SolutionsSalesService experienceData analysisWordExcelPowerPointMulti-taskingProfessional telephone skillsInterpersonal skillsWritten communicationPresentation skills

Required

Bachelor's Degree or a minimum of 7 years of relevant business experience required

Minimum 2 years of sales and service experience in treasury sales or operation management, including proficiency in related systems and operational process required

Knowledge of Treasury & Payment Solutions, including product features and benefits

Proven track record of strong interpersonal, written communication, presentation, multi-tasking and professional telephone skills with clients and internal teammates

Proficiency with Word, Excel, and PowerPoint