Treasury Management Sales Analyst

Cambridge Savings Bank • Waltham, MA • 2h ago

Job Description

POSITION: TREASURY MANAGEMENT SALES ANALYST

Position Summary:

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity. The primary responsibility of this role is to provide support and service to the Treasury Management (TM) department and its clients focusing on strategies for revenue growth, client retention, and client experience.

Key Result Areas :

· Provide support to assigned Treasury Management Consultants (TMC) in all aspects of the sales process. Assists in the development of custom plans and solutions to exceed TM clients' requirements and expectations.

· Proficient in TM solutions knowledge and their benefits to clients; able to analyze complex information and data.

· Engagement and involvement in client call preparation, process reviews, proposal generation, presentations, including demos, trend analysis, and pricing proformas, including exceptions.

· Assist with annual portfolio reviews conducted with Relationship Managers (RM) and TMC's, including preparation and follow-up.

· Proactively identifies and communicates new and cross-sell opportunities that will improve revenue.

· Work effectively with cross-functional teams collaborating with business partners, both internal and external, providing technical support as needed. Follow account opening and service implementation to ensure a smooth client experience. In instances of fraud, able to help manage expectations, review fraud process, and present mitigation services with clients.

· Able to data mine and review existing portfolio of assigned TMCs for revenue enhancements or cross-sell opportunities to deepen client relationships.

· Monitor and perform quality assurance regarding client fees and addresses revenue leakage.

· Assist with daily operations of TM functions and processes; troubleshooting problems with hardware/software and able to recommend action. Provide in-depth support to resolve inquiries via phone or email in an accurate, timely, and efficient manner.

· Assist with client outreach for ACH renewals, annual Third-Party Sender updates, ACH returns, and other various initiatives required from time-to-time.

· Document client information and feedback on recurring issues to help support product development and quality.

· Adhere to all compliance and regulatory requirements.

· Assists with coordination of client events to drive pipeline and sales. May attend periodic seminars.

· Perform additional duties as required.

Qualifications:

· Bachelor's degree and a minimum of three years Treasury Management experience -or- the combination of High School/Secondary School and five years Treasury Management experience.

· Excellent verbal and written communication skills, as well as interpersonal skills and strong customer service skills (in-person and via phone) working with all levels of management and business clients.

· Ability to manage multiple priorities simultaneously while partnering effectively across the organization. Ability to cope with complexity, uncertainty, and differing circumstances, including working closely with TMCs with different work styles.

· Experience managing implementations and client journey, requiring cross-functional collaboration.

· Critical thinker, detail oriented, with strong analytical skills including the ability to problem solve and troubleshoot challenging issues, work independently, make prompt and qualified decisions.

· Strong technical and operational bank knowledge with proficiency in TM solutions, industry knowledge and client benefits, as well as proficiency in Microsoft Office tools, specifically PowerPoint and Excel.

· Thorough knowledge of banking regulations, policies, and procedures.

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job.

Location: Hybrid/Waltham, MA

Salary Range: $72,250 - $102,000

The reasonably estimated salary for this role at Cambridge Savings Bank ranges from $72,250 - $102,000. Cambridge Saving Bank will determine actual compensation for the role based on factors including, but not limited to, the successful candidate's skills, qualifications, and experience. In addition, Cambridge Savings Bank offers a wide range of comprehensive and inclusive employee benefits for full-time roles including healthcare, parental planning, mental health benefits, performance bonus opportunities, a 401(k) plan and match, flexible time off, and others.

Visa Sponsorship : Cambridge Savings Bank is unable to sponsor or take over sponsorship of an employment visa for this role at this time.

About Cambridge Savings Bank:

Cambridge Savings Bank (https://www.cambridgesavings.com/) is a full-service banking institution with over $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. To learn more about how we can meet your needs, visit us at cambridgesavings.com , or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS # 543370.

Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.

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