First Citizens Bank
Treasury Management- Sales Support Analyst
First Citizens Bank, Pasadena, California, United States, 91122
Overview
This is a remote position that may only be hired in the Pacific Standard Time ZoneThis position provides sales support at the highest level of complexity for Treasury Management products and services. This position provides front line daily support to dedicated Treasury Management Sales Officer(s). This position will provide skilled and knowledgeable assistance with treasury management solutions, perform a variety of support activities such as sales proposals, pricing pro-formas, account schematics, document preparation and review for new product setup and maintenance requests. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling escalated support issues. Assists Treasury Management Sales Officer (s) with daily Pipeline Management and sales activities intended to solicit business.Responsibilities
Daily support of TMSOSupport assigned TM Sales Officer(s) throughout all aspects of the sales cycle, including assisting with the daily management of pipeline entries
Acts as a main liaison between TM Sales Officer, Banking team, Client, Implementation, Customer Service/back office teams, etc.Manage Treasury Management documentation and paperworkInteract with clients/manage correspondence with clientsSchedule meetings with TM Sales Officer and ClientsJoin TMSO on Client calls to take detailed notes on TM services (be prepared for camera on)Engagement for preparation of detailed account structure, pricing proposals, internal items to assist with preparing for client implementation.Be able to speak with a client about ACH Origination, RDC, Fraud Prevention - confirm activity and any necessary limits for initial setupAct as the main backup when the TM Sales Officer is out of the office to keep deal flow, communication moving forward.
Constant correspondence/ phone communication with TM Sales Officer, Implementation, RM's, Loan Teams, Product, Business Engagement Center, other back-office teams for handling of TM sales related items
Attend weekly area meetings as available, to stay abreast of deals in pipelineAttend Sales Support Team MeetingReview implementation queues to remain up to date on deals in processAssist with directing customer servicing to the Business Engagement Center
Pricing/PresentationsAssist TM Sales Officer to develop competitive pricing proposals for review of current services and new services for prospective/existing customers. Assist with pulling existing client data, analysis statements, CA review for users, accounts, entitlementsPricing- handle exception pricing input via Pathway. Review Analysis statement as a Q/C post go live to ensure billing is setup and reflected correctly.Assist TM Sales Officer with any RFP's and preparation of prospect/client presentationsKnowledge BaseMaintain strong knowledge of Treasury Management Products and Services, especially complex services such as Lockbox, Integrated Payments, PCard, DES.Maintain strong knowledge of FCB's Internal Systems - Host, RPM, CMOD reports, Pathway, OnBase, Tableau, D1, CA Simulate, Q2 Co Pilot, Sharepoint.
Qualifications
Bachelor's Degree and 1 years of experience in Financial Services or Analytics OR High School Diploma or GED and 5 years of experience in Financial Services or Analytics
Skill(s):Ability to work flexible hoursProficiency with Microsoft Office- Word, Excel and Powerpoint/presentation softwareGood understanding of how to navigate banking systems, interpret bank and account analysis statementsPreferred Qualifications:Bachelor's Degree 3-5 years of TM experience in a support roe, and/or sales/banking experienceExperience with Treasury Management products such as; ACH, Fraud, Remote Deposit Capture; as well as more complex products such as Lockbox, Purchase Card, Integrated Payments, TransmissionKnowledge of how to prepare RFP's (Request for Proposals)Possess strong verbal and written communication skillsExcellent communication and presentation skillsStrong attention to detailDemonstrated ability to be proactive, manage time and be able to multi-task in a fast pace/high volume environmentPossess a thorough knowledge of all the services offered by the BankLocated in PST, must work 8am-5pm PSTIf hired in California, the base pay for this position is generally between $86,000-146,600. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.
This is a remote position that may only be hired in the Pacific Standard Time ZoneThis position provides sales support at the highest level of complexity for Treasury Management products and services. This position provides front line daily support to dedicated Treasury Management Sales Officer(s). This position will provide skilled and knowledgeable assistance with treasury management solutions, perform a variety of support activities such as sales proposals, pricing pro-formas, account schematics, document preparation and review for new product setup and maintenance requests. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling escalated support issues. Assists Treasury Management Sales Officer (s) with daily Pipeline Management and sales activities intended to solicit business.Responsibilities
Daily support of TMSOSupport assigned TM Sales Officer(s) throughout all aspects of the sales cycle, including assisting with the daily management of pipeline entries
Acts as a main liaison between TM Sales Officer, Banking team, Client, Implementation, Customer Service/back office teams, etc.Manage Treasury Management documentation and paperworkInteract with clients/manage correspondence with clientsSchedule meetings with TM Sales Officer and ClientsJoin TMSO on Client calls to take detailed notes on TM services (be prepared for camera on)Engagement for preparation of detailed account structure, pricing proposals, internal items to assist with preparing for client implementation.Be able to speak with a client about ACH Origination, RDC, Fraud Prevention - confirm activity and any necessary limits for initial setupAct as the main backup when the TM Sales Officer is out of the office to keep deal flow, communication moving forward.
Constant correspondence/ phone communication with TM Sales Officer, Implementation, RM's, Loan Teams, Product, Business Engagement Center, other back-office teams for handling of TM sales related items
Attend weekly area meetings as available, to stay abreast of deals in pipelineAttend Sales Support Team MeetingReview implementation queues to remain up to date on deals in processAssist with directing customer servicing to the Business Engagement Center
Pricing/PresentationsAssist TM Sales Officer to develop competitive pricing proposals for review of current services and new services for prospective/existing customers. Assist with pulling existing client data, analysis statements, CA review for users, accounts, entitlementsPricing- handle exception pricing input via Pathway. Review Analysis statement as a Q/C post go live to ensure billing is setup and reflected correctly.Assist TM Sales Officer with any RFP's and preparation of prospect/client presentationsKnowledge BaseMaintain strong knowledge of Treasury Management Products and Services, especially complex services such as Lockbox, Integrated Payments, PCard, DES.Maintain strong knowledge of FCB's Internal Systems - Host, RPM, CMOD reports, Pathway, OnBase, Tableau, D1, CA Simulate, Q2 Co Pilot, Sharepoint.
Qualifications
Bachelor's Degree and 1 years of experience in Financial Services or Analytics OR High School Diploma or GED and 5 years of experience in Financial Services or Analytics
Skill(s):Ability to work flexible hoursProficiency with Microsoft Office- Word, Excel and Powerpoint/presentation softwareGood understanding of how to navigate banking systems, interpret bank and account analysis statementsPreferred Qualifications:Bachelor's Degree 3-5 years of TM experience in a support roe, and/or sales/banking experienceExperience with Treasury Management products such as; ACH, Fraud, Remote Deposit Capture; as well as more complex products such as Lockbox, Purchase Card, Integrated Payments, TransmissionKnowledge of how to prepare RFP's (Request for Proposals)Possess strong verbal and written communication skillsExcellent communication and presentation skillsStrong attention to detailDemonstrated ability to be proactive, manage time and be able to multi-task in a fast pace/high volume environmentPossess a thorough knowledge of all the services offered by the BankLocated in PST, must work 8am-5pm PSTIf hired in California, the base pay for this position is generally between $86,000-146,600. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.