Treasury Sales Analyst

Columbia Bank Northeast; Fair Lawn (NJ); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Employee ownership

Wellness resources

Education and student loan programs

Paid time off

Financial protection

Job summary

Columbia Bank is seeking a Treasury Sales Analyst to support revenue growth for commercial and real estate clients within the bank's footprint. You will work with Treasury Management Officers to develop strategies, prepare proposals, and manage client relationships.

You will deliver presentations, respond to inquiries, and coordinate pricing and product enhancements with the team while maintaining accurate sales data. A BA degree and strong communication skills are required for a successful fit.

Qualifications

• BA degree or business-related equivalent.
• Excellent communication, presentation, interpersonal and organizational skills.
• Proven ability to develop an independent viewpoint and present a business case.

Responsibilities

• Prepare presentation materials, proposals, fee schedules and cost/benefit analyses.
• Support daily client inquiries with internal partners.
• Independently pursue Treasury Sales opportunities and drive revenue goals.
• Maintain timely discussions with clients on project status and outstanding items.
• Provide expert cash management guidance to improve client service experience.
• Demonstrate online banking to clients and stakeholders.
• Collaborate with product team on enhancements and pricing for sales.
• Ensure accuracy of sales data in source systems and CRM.

Skills

Communication skills

Presentation skills

Interpersonal skills

Organizational skills

Problem solving

Education

BA Degree

Tools

Microsoft Office

Excel

Outlook

Word

Teams

Job description

Columbia Bank is a full-service consumer and commercial bank serving individuals, businesses, and communities across New Jersey, Staten Island, and Brooklyn. Through our banking, title, insurance, and wealth management businesses, we provide a broad range of financial solutions tailored to our customers’ needs. We are also committed to strengthening the communities we serve through employee volunteerism, community partnerships, and the Columbia Bank Foundation.

Why This Role Matters

The Treasury Sales Analyst (TSA) role will be partnered with Treasury Management Officers (TMOs) focused on developing strategies to grow revenue with a portfolio of commercial and real estate clients in the Columbia Bank footprint.

What You’ll Deliver

Sales Presentations, Proposals and Pricing Analysis

• Prepare presentation materials and proposals, create fee schedules, and cost/benefit analysis models

Client Inquiry Support

• Support daily client inquiries working with internal partners as appropriate

Treasury Sales and Revenue Growth

• Independent focus of Treasury Sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals

Client Project Communication

• Maintain timely discussions with clients to provide status on projects and outstanding items

Cash Management Guidance and Client Experience

• Provide clients with expert guidance and advice specific to their cash management banking needs while improving their overall service experience

Online Banking Demonstrations

• Provide online banking demonstrations for external and internal stakeholders

Product Enhancements and Pricing Coordination

• Work closely with the product team to gather information and updates regarding enhancements and pricing for the sales team

Sales Data Accuracy and Tracking

• Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, etc.), and other sales tracking systems which may be developed

What You’ll Need to Succeed

• BA Degree Required (Business, Accounting or Finance preferred)
• Excellent communication, presentation, interpersonal and organizational skills
• Proven ability to develop an independent viewpoint and present a business case to support conclusions
• Ability to thrive in a high pace environment and capable of solving problems with little direction

What Will Help You Stand Out

• Minimum of 2+ years in a Treasury/Cash Management Sales environment preferred.

Technology Qualifications

• Proficient in Microsoft Office Suite, including Outlook, Excel, Word, and Teams.
• Comfortable using multiple systems and digital tools in a fast-paced banking environment.
• Strong computer skills, including virtual collaboration, document management, and reporting tools.
• Exposure to or willingness to learn emerging workplace technologies is highly desired.

How We Take Care of You (benefits)

Build a stronger future for yourself, your family and the communities we serve. At Columbia Bank, meaningful work comes together with a collaborative and rewarding culture, opportunities to learn and grow, and a total rewards package designed to support your health, financial security and overall wellbeing. Join a company where your contribution is valued, your growth is supported and your career can make a meaningful impact.

• healthcare choice
• retirement savings with company support
• employee ownership
• wellness resources
• education and student loan programs
• paid time off
• financial protection

The hours that you will dedicate to work (schedule)

• This role is eligible for a hybrid schedule: 3 days in the office and 2 days work from home, based on business needs. This arrangement may change without notice.

Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.