HTLF
Treasury and Payment Solutions Sales Analyst II
HTLF, Minnetonka, Minnesota, United States, 55345
HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
HTLF is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength - giving local decision-making the opportunity and insights to focus on customers and growth. Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.
What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets. We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities. We're dedicated to making HTLF the best place to work - where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.
Under general direction, the Treasury and Payment Solutions (TPS) Sales Analyst II, support the Treasury Management Officers (TMO's) and Sales Consultants (SC's) in growing TPS revenue. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The TPS Sales Analyst II performs pre-call planning, preparation and participates in joint sales calls with TMOs, SCs, and Commercial Bankers. Additionally, this position is responsible for identifying cross sale opportunities and for inside sales of small business clients. The TPS Sales Analyst II provides a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.
Primary ResponsibilitiesDevelops proformas, proposals and customer profitability analysis for Treasury, Card and EAP opportunities.Coordinates proposal responses and works across business lines to gather response information.Provides sales demos for Treasury and Payment Solutions applications.Assists with pipelining/forecasting.Understands and communicates the sales culture and vision within each member bank.Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations.Prepares pre-call planning prep and materials for TPS client and prospect meetings.Serves as the designated backup to the TMO and SC and assists customers as appropriate.Leads sales for small business clients including bundled treasury products and card.Accompanies the Commercial Bankers, TMOs and SCs on sales calls to ensure a working knowledge of customer base and act as backup for complex client relationships.Updates the SC and TMO pipelines through Salesforce or Enact and ensures pipelines are current and accurate.Generates and distributes bank specific Salesforce reporting to the member banks.Records reassignment of all TMO and SC colleagues within assigned region.Coordinates and prepares materials for internal meetings.Acts as a liaison between Marketing and TPS at the bank level to ensure marketing materials are current and up-to-date.Coordinates exception pricing updates and approvals. Reviews account analysis after deals are closed to ensure that new clients and services are billing properly.Actively follows-up with any Commercial Sales leads generated by marketing events/campaigns.Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA, consumer compliance, etc.Works with Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, households are correct, and goals are entered properly.Works with the Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, and won deals flow appropriately to TM Support and the Commercial Bankers/Credit.Monitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementations.Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.Secondary Responsibilities
Performs other duties as assigned.Management Responsibilities
This job has no management responsibilities.Qualifications
Bachelors Business Administration/Management, Finance required and3-5 years Banking related experience, preferably with related experience in Sales and Commercial Banking.Knowledge of cash management products, principles and practices.Proficient with Microsoft Office Suite to include: Word, Excel, PowerPoint, and Outlook.Excellent interpersonal and customer service skills.Demonstrated proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment.Demonstrated accuracy and thoroughness.
Scheduled Weekly Hours:40
Time Type:Full time
The targeted salary for this role is:$67,097.00 - $87,226.00
HTLF offers competitive and varied benefits to eligible employees, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; an employee assistance program; tuition reimbursement; and various associate banking benefits. Benefit offerings and eligibility requirements vary. To learn more, please click here visit our Benefits page.
The annualized base salary range reflects figures based on the primary location. Pay ranges may vary based on work location. As a part of the total compensation package, this role may be eligible for a Bonus Plan or a role-specific commission/bonus. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things.
Additional Information:
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants remain open for approximately 5 days of the posting date listed.
HTLF is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength - giving local decision-making the opportunity and insights to focus on customers and growth. Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.
What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets. We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities. We're dedicated to making HTLF the best place to work - where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.
Under general direction, the Treasury and Payment Solutions (TPS) Sales Analyst II, support the Treasury Management Officers (TMO's) and Sales Consultants (SC's) in growing TPS revenue. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The TPS Sales Analyst II performs pre-call planning, preparation and participates in joint sales calls with TMOs, SCs, and Commercial Bankers. Additionally, this position is responsible for identifying cross sale opportunities and for inside sales of small business clients. The TPS Sales Analyst II provides a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.
Primary ResponsibilitiesDevelops proformas, proposals and customer profitability analysis for Treasury, Card and EAP opportunities.Coordinates proposal responses and works across business lines to gather response information.Provides sales demos for Treasury and Payment Solutions applications.Assists with pipelining/forecasting.Understands and communicates the sales culture and vision within each member bank.Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations.Prepares pre-call planning prep and materials for TPS client and prospect meetings.Serves as the designated backup to the TMO and SC and assists customers as appropriate.Leads sales for small business clients including bundled treasury products and card.Accompanies the Commercial Bankers, TMOs and SCs on sales calls to ensure a working knowledge of customer base and act as backup for complex client relationships.Updates the SC and TMO pipelines through Salesforce or Enact and ensures pipelines are current and accurate.Generates and distributes bank specific Salesforce reporting to the member banks.Records reassignment of all TMO and SC colleagues within assigned region.Coordinates and prepares materials for internal meetings.Acts as a liaison between Marketing and TPS at the bank level to ensure marketing materials are current and up-to-date.Coordinates exception pricing updates and approvals. Reviews account analysis after deals are closed to ensure that new clients and services are billing properly.Actively follows-up with any Commercial Sales leads generated by marketing events/campaigns.Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA, consumer compliance, etc.Works with Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, households are correct, and goals are entered properly.Works with the Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, and won deals flow appropriately to TM Support and the Commercial Bankers/Credit.Monitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementations.Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.Secondary Responsibilities
Performs other duties as assigned.Management Responsibilities
This job has no management responsibilities.Qualifications
Bachelors Business Administration/Management, Finance required and3-5 years Banking related experience, preferably with related experience in Sales and Commercial Banking.Knowledge of cash management products, principles and practices.Proficient with Microsoft Office Suite to include: Word, Excel, PowerPoint, and Outlook.Excellent interpersonal and customer service skills.Demonstrated proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment.Demonstrated accuracy and thoroughness.
Scheduled Weekly Hours:40
Time Type:Full time
The targeted salary for this role is:$67,097.00 - $87,226.00
HTLF offers competitive and varied benefits to eligible employees, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; an employee assistance program; tuition reimbursement; and various associate banking benefits. Benefit offerings and eligibility requirements vary. To learn more, please click here visit our Benefits page.
The annualized base salary range reflects figures based on the primary location. Pay ranges may vary based on work location. As a part of the total compensation package, this role may be eligible for a Bonus Plan or a role-specific commission/bonus. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things.
Additional Information:
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants remain open for approximately 5 days of the posting date listed.