Treasury Management Support Analyst
Core
Support Treasury Management Consultants and commercial banking partners in business development, client service, and solution delivery for commercial clients.
Role type
Treasury Management Sales Support Analyst
Builds
Treasury Management products and services for commercial clients
Domain
Commercial Banking / Treasury Management
Deliverable
product features
Required skills
Client relationship management, Sales support, Proposal preparation, Client onboarding coordination, Cross-functional collaboration, Process improvement, Data analysis, Microsoft Office proficiency
Preferred skills
Treasury Management product knowledge, Commercial Banking experience, B2B sales support experience, ACH/Wires/Lockbox/Merchant Services knowledge
Technologies
Microsoft Excel, Outlook, PowerPoint, Word
Responsibilities
Partner with consultants to support sales and prospecting; Analyze client needs and identify opportunities; Prepare proposals and pricing materials; Lead client interactions and manage follow-ups; Coordinate implementation and onboarding; Partner across teams to resolve client issues; Maintain pipeline and reporting documentation.
Seniority
Mid-level, hands-on IC
