Treasury Management Support Analyst

Jobtailor; New Jersey; On-site; USD 70,000 - 95,000; Full time

Job summary

Jobtailor is seeking aTreasury Management Sales Support professional in the United States (New Jersey) to assist Treasury consultants, coordinate client information, and help drive process improvements. The role involves collaborating with internal partners, managing information flow, and supporting Global Payments and liquidity functions.

The ideal candidate has 2+ years in treasury management sales support, strong banking knowledge, and proven ability to work in a fast-paced environment while

Qualifications

• 2+ years of Treasury Management Sales Support experience or equivalent
• Sales or client support experience
• General banking knowledge
• Experience with treasury management products and services
• Business-to-business sales experience
• Client support experience
• Treasury management sales experience
• Ability to collaborate across teams
• Ability to navigate multiple computer systems and use search tools
• Ability to work under pressure and meet deadlines
• Strong communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Attention to detail

Responsibilities

• Participate in gathering and summarizing prospect information for Treasury Management consultants
• Identify opportunities for process improvements within scope of responsibilities
• Review and research basic or tactical operational assignments requiring evaluation and selection of alternatives
• Present recommendations for resolving more complex situations and exercise independent judgment
• Provide information to functional colleagues, internal partners, and stakeholders
• Support Global Payments and Liquidity

Skills

Treasury management sales support

Client support

General banking knowledge

Treasury management products

B2B sales

Communication skills

MS Office

Analytical skills

Attention to detail

Tools

Microsoft Office

Computer Systems

Search Tools

Job description

• Participate in gathering and summarizing prospect information for Treasury Management consultants
• Identify opportunities for process improvements within scope of responsibilities or functional area
• Review and research basic or tactical operational assignments requiring evaluation and selection of alternatives related to low to medium risk deliverables
• Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to functional colleagues, internal partners, and stakeholders, including internal and external customers
• Support Global Payments and Liquidity

Requirements

• 2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
• Sales or client support experience
• Knowledge and understanding of general banking
• Experience with treasury management products and services
• Business-to-business sales experience
• Client support experience
• Treasury management sales experience
• Ability to develop partnerships and collaborate with other business and functional areas
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to work effectively in a team environment
• Ability to work in a fast paced deadline driven environment
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Outstanding problem solving skills
• Strong analytical skills with high attention to detail and accuracy
• Strong organizational, multi-tasking, and prioritizing skills
• Specific compliance policies may apply regarding outside activities and/or personal investing
• Position requires up to 15% travel

Core Competencies

Demonstrates expertise in Treasury Management Sales Support, with a strong understanding of banking operations and treasury management products. Capable of collaborating effectively across teams while providing exceptional client support and problem-solving skills.

Highest-signal resume keywords

• Treasury Management Sales Support Experience
• Client Support Experience
• Knowledge Of General Banking
• Treasury Management Products And Services
• Strong Analytical Skills

Hard Skills

• Treasury Management Sales Experience
• Business-To-Business Sales Experience
• Intermediate Microsoft Office Skills
• Problem Solving Skills
• Attention To Detail

Soft Skills

• Excellent Verbal Communication Skills
• Excellent Written Communication Skills
• Organizational Skills
• Multi-Tasking Skills
• Ability To Work Under Pressure

Industry Keywords

• Compliance Requirements
• Operational Assignments
• Process ImprovementsDynamic Environment
• Stakeholder Engagement

Tools & Technologies

• Computer Systems
• Applications
• Search Tools