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. Benefits include healthcare choice, retirement savings with company support, employee ownership, wellness resources, education and student loan programs, paid time off and financial protection. Join a company where your contribution is valued, your growth is supported and your career can make a meaningful impact.
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.
Skills Required
- Bachelor’s degree, preferably in Business, Accounting, or Finance
- Excellent communication, presentation, interpersonal, and organizational skills
- Ability to develop an independent viewpoint and present a supporting business case
- Ability to work in a fast-paced environment and solve problems with little direction
- Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and Teams
- Strong computer skills, including virtual collaboration, document management, and reporting tools
- At least 2 years of experience in Treasury or Cash Management Sales
- Exposure to or willingness to learn emerging workplace technologies
What We Do
You can Count on Columbia for all your personal banking needs in New Jersey. We’re more than just a bank – we’re your personal banker for life. As the largest independent bank in New Jersey, Columbia Bank is motivated by forming long-term relationships with our customers. Our team of experienced banking professionals provides our customers and the communities of New Jersey with unprecedented service and financial security. With conveniently located full-service branches in New Jersey, we believe that’s why individuals and families across New Jersey Count on Columbia to manage their personal bank accounts. Already have a personal bank account with us? We also offer business banking services, with the same service standard and financial stability that guide our personal bank account management. Whether we are helping you achieve your financial goals or helping the communities we serve through volunteering or our Columbia Bank Foundation, we strive to make Columbia Bank a place you can count on. Better Community Banking Starts Here.
