Treasury Management Analyst

Position Summary: 

The Treasury Management Analyst will work with the VP TM Relationship Manager to support all TM activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM goals.

Essential Duties and Responsibilities:

• Partners with assigned TM Relationship Manager in all aspects of the sales process
• Maintains proficiency in knowledge of all TM solutions and their benefits to our clients
• Must be able to persuasively communicate Bryant Bank’s value-add proposition to both internal and external clients to influence the outcome within the sales process
• Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas
• Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends.
• Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities
• Will serve as quality control of current client charges to identify and resolve revenue leakage.
• Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc.
• Analyze client’s financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy
• Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
  Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external)
• Manage Annual TM Review process as directed by the TM Relationship Manager - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually.
• Work jointly with cross-functional team and assist in overall solution development and value proposition
• Review and analyze existing TM portfolio for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM team and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations
• Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews
• Ensure complete client satisfaction through proactive partnership and providing timely responses to requests
• Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests
• Coordinate and participate with TM client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions)
• Periodic travel required for training, internal and external sales meetings
• Other duties as assigned

Qualifications:

• BS/BA degree in Business/Finance or equivalent education & at least one year of relevant experience
• Comprehensive knowledge of Treasury Management products and services
• An understanding of the TM sales process; sales, implementation & service functions
• Ability to work under minimal supervision, and work well under pressure
• Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks
• Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally
• Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles
• Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems
• Demonstrated willingness to learn, implement feedback, and take action
• Ability to develop strong working relationships with clients and associates
• Demonstrated client service experience required (phone and face-to-face)
• Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment