Treasury Management Sales Analyst
Full-time
Company Description
STCU is consistently rated one of the top-performing credit unions in the nation, and has been named one of Fortune Magazines Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our members lives. We love people who share our core values: Joyfulness, generosity, belonging, goodness, and striving. We believe in being a force for good in the community, while helping members achieve their financial goals and dreams.
STCU offers excellent benefits:
Paid time off plus 11 paid holidays!
Medical, dental, vision and life insurance
Training and career development
Success sharing plan
401(k) matching contributions
Tuition reimbursement
An overview of the benefits can be found or here:
Salary range: $33.74 - $46.31 per hour
Job Description
The Treasury Management Sales Analyst serves a key role in the growth and promotion of STCUs member business portfolio by supporting Treasury Management Officers and Merchant Services Officers in the sales process. This position will manage pipeline reporting and facilitate a smooth business member transition to STCU.
Core Job / Requirements/Outcomes
- Provide support to the Treasury Management Officers by communicating with business members; meeting member service requests including modifications and cancellations; and assisting with proposals, RFP responses, pricing analysis, and cash management relationship reviews.
- Coordinate pipeline meetings with Treasury Management Officers to review pipeline by including prospects and current deals for closing, reviewing pre-call planning needs, discussing upcoming Working Capital Assessment meetings, providing insight into sales and prospect reports, and aiding LOB with required information for annual renewals for ACH and/or RDC.
- Manage the implementation process of new business members by preparing paperwork and assisting in gaining signatures, tracking the implementation process to ensure a smooth transition to STCU, helping organize member training, validating proper billing and exception pricing, and providing follow-up with the new business member after implementation to ensure a complete onboarding experience.
- Coordinate pipelines by reviewing incoming referrals for Treasury Management Officers and Merchant Services Officers for servicing needs and assigning leads to the appropriate officer.
Other Essential Functions
- Demonstrate ability to prioritize and manage multiple demands with autonomy and self-direction
- Collaborate effectively with multiple LOB essential to the member experience
- Provide sales back up for Treasury Management Officers and may conduct joint sales calls with Treasury Management Officers and Business Bankers.
Qualifications
Education: Bachelors degree in business, finance or equivalent work experience required.
Job Experience: Minimum two years experience with business account sales, Treasury Management sales or implementation experience preferred. Equivalent and directly related experience may also be considered.
Software Skills: Experience with Finastras Phoenix, nCino, and Malauzi on-line banking is preferred. Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams.
Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations.
Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment.
Travel Demands: Must be willing to travel to branch and member business offices within Washington and Idaho if needed to accompany an officer on a joint call.
Additional Information
Ready to apply? Click on I'm interested!
STCU does not discriminate based on race, color, sex (including pregnancy and related conditions, sexual orientation, or gender identity), national origin, religion, age, equal pay, disability or genetic information. Click to review the EEOC Know Your Rights: Workplace Discrimination is Illegal poster.
Equal employment opportunity, including veterans and individuals with disabilities.
PI285184487
