What are the responsibilities and job description for the Corporate Treasury Services Sales Analyst position at Trustmark Bank?
Overview:
The purpose of this job is to support multiple Corporate Treasury Services (CTS) Relationship Managers in their efforts to grow new and existing business relationships through treasury products and services as well as increase deposit growth. Sales Associate is to act as a support liaison for CTS Relationship Managers with our key banking partners for commercial deposits and public funds entities, including depository bids and Treasury Management sales and support.
Responsibilities:
- Serve as sales support for CTS for Sales Representatives in assigned markets
- Provide sales support in the preparation of proposals, analyzing customer statements and providing recommendations for potential expanded services for new and existing clients
- Assist in the preparation of treasury service reviews for top clients
- Meet with CTS Relationship Managers and leadership regularly to identify opportunities and provide updates to product information and potential cross-sell solutions
- Understand the client’s business in order to provide appropriate solution recommendations
- Participate in all CTS Training and Development opportunities
- Perform additional duties as assigned.
- Bachelor’s degree in business, finance, accounting, or related field preferred
-
Completion of Trustmark’s MDA program OR:
Two years previous experience in one or more of the following areas:- Lending
- Credit
- Finance
- Cash Management Support
- Bank Operations
- Demonstrates knowledge of Trustmark’s Commercial business customer depository policies, procedures, and products, including treasury management available to business customers, public entities, and non-profit organizations
- Understanding of credit approval process as well as related bank policies and external regulations
- Practical working knowledge of sales principles and Treasury Management Services
- Knowledge of credit analysis practices and procedures as it relates to ACH and RDC
- Familiarity with products and services offered by financial services institutions
- Familiarity with bank Operations policies and procedures for supporting Loan, Deposit and Treasury services
- Strong oral and written communication skills
- Effective judgement and decision-making skills
- Time management and organization skills
- Interpersonal and relationship building skills
- Ability to engage multi-departmental cooperation to accomplish goals
- Customer contact, sales, analytical and service skills
- Strong computer skills
- Ability to travel
- Ability to configure and implement products to enable customers in the use the bank’s Corporate Treasury Services
- Scheduling and participating in customer calls for training
- Ability to test file formats and validate information within the files that will be used between customers and bank
- Ability to determine the best method to deliver services to customers
- Ability to accurately complete required enrollment and agreement related documents to support customer implementations
