Global Treasury Management Sales Analyst - Santa Ana, United States - Banc of California

Banc of California

Verified Company

Santa Ana, United States

1 day ago

Posted by:

Mark Lane

beBee recruiter

Description

Overview:
Banc of California, Inc

(NYSE:

BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank").

Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses.

Banc of California offers a broad range of loan and deposit products and services through more than 70 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies.

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

JOB SUMMARY:

The Global Treasury Management Sales Analyst (SA) is a key contact for Global Treasury Management clients.

The SA will serve as the primary back-up to Treasury Management Bankers and assist with the selling of global treasury management solutions and the management of the overall sales process within the targeted coverage sector.

The SA is responsible for gathering, analyzing, and preparing necessary client information to support revenue generating activities.

The SA assists TM Bankers in prospecting, cross-selling, compiling, and analyzing pricing and engaging in the preparation of presentation materials.

Responsibilities:

Partners with TM Bankers, Relationship Managers, Foreign Exchange, and Trade partners to execute on a strategic plan for the assigned market to achieve the bank's deposit and noninterest income goals
Assist TM Bankers in relationship planning and researching clients and prospects.
Assist with client call and pitch preparation by creating pricing proposals, relationship review materials, account structures, RFP responses, proformas, and costbenefit analysis projects
Recommend changes and improvements to a client's cash management structure to resolve gaps or expand the relationship.
Initiate implementation requests for new business, including completing enrollment forms and agreements with clients
Maintain accurate sales pipeline and ensure key relationship systems are kept current
Utilize industry research tools, benchmarking, peer results and new / enhanced treasury management products to develop strategies and identify sales opportunities
Join weekly implementation calls for complex/ongoing implementations
Organize, manage and execute special projects such as reporting and portfolio analysis
Identify opportunities for process improvements
Other duties as assigned by manager

Qualifications:

2+ years of relevant treasury management or financial services experience
Bachelor's degree or equivalent work experience
Creative and strategic thinker with excellent problem solving and organization skills
Ability to exhibit professionalism and a positive attitude under pressure
Superior oral and written communication skills
Ability to handle multiple priorities, projects, and relationships simultaneously
Ability to work independently yet collaborate crossfunctionally in a team environment
Demonstrate cultural sensitivity and awareness and work with others using diplomacy, respect, and tact
Knowledge of corporate banking, cash management, and working capital
Sales and relationship management skills and experience

Salary Range:
$56,700.80-$92,125.28 USD; Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.