Senior Treasury Management Sales Analyst

Posted 2 Days Ago
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Jericho, NY
70K-95K Annually
5-7 Years Experience
Fintech • Consulting • Financial Services
The Role
The Senior Treasury Management Sales Analyst will work independently and with TSO to create financial statements, assist in proposals, identify revenue opportunities, engage in the sales process, ensure client retention, and manage compliance procedures. The role involves collaborating with clients and internal partners to achieve service deliverables.
Summary Generated by Built In

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

RESPONSIBILITIES:

  • Work independently and in partnership with TSO to create pro forma statements, cash flow diagrams, treasury reviews, and other information to assist in the sales process. This includes independently researching customer relationships within bank, service areas and other processing units
  • Assist with the development of proposals and sales presentations to support the efforts of the assigned TSOs.
  • Responsible for identifying cross sell opportunities in support of achieving revenue goals.
  • Active involvement in the sales process including pre and post-sale activities. Participates as needed, in joint calls as well as pre-call plan and call debrief sessions.
  • Contribute to team revenue goals through individual sales generation.
  • Responsible for all documentation and approvals necessary to set up new products & services
  • Direct client retention efforts including major problem resolution and act as LOB/Operations liaison to ensure client satisfaction.
  • Ensures client service deliverables are achieved and holds partners accountable by managing issues, escalations and error resolution.
  • Adheres to compliance procedures and internal/operation risk controls in accordance with all applicable regulatory standards, requirements and polices

BASIC QUALIFICATIONS:

  • Bachelor's degree
  • At least 5 years of financial services experience
  • At least 3 years of treasury management experience
  • Basic to In-depth knowledge and understanding of Treasury Management Services
  • CTP or desire to obtain Certified Treasury Professional (CTP) designation

The estimated salary range for this position is $70,000 USD to $95,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

The Company
HQ: Stamford, CT
4,708 Employees
On-site Workplace
Year Founded: 1935

What We Do

Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners. With more than $60 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions.

Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity and affirmative action employers M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

© 2021 Webster Financial Corporation. All rights reserved.
Webster Bank, the Webster Bank logo and the W symbol are trademarks of Webster Financial Corporation and Registered in the U.S. Patent and Trademark Office.

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