Treasury and Payment Solutions Sales Analyst I - Madison, United States - Heartland Financial USA, Inc.

Description

Employment at Heartland Financial USA, Inc. is employment at will
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Treasury and Payment Solutions Sales Analyst I

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locations

WBT-MILWAUKEE-WATER ST

Madison, Wisconsin - Junction Road

time type

Full time

posted on

Posted 22 Days Ago

job requisition id

HTLF is an equal opportunity employer committed to creating a diverse workforce.

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

HTLF is a diversified financial services company headquartered in Denver, Colorado.

We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength — giving local decision-making the opportunity and insights to focus on customers and growth.

Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.

What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets.

We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities.

We're dedicated to making HTLF the best place to work – where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.

The Treasury and Payment Solutions (TPS) Sales Analyst I is responsible for supporting Commercial Bankers, Strategic Account Managers (AMs), Treasury Management Officers (TMOs), Solution Consultants (SCs) and Sales Analysts (SAs) to create and analyze proposals, RFPs and sales presentations for Treasury and Commercial Card products.

This position assists in gathering and verifying correct documentation for new TM and Card implementations.

Additionally, this role focuses on identifying referral opportunities for the AMs, SAs, SCs and TMOs while providing a high level of customer support.

Primary Responsibilities

Treasury and Payment Solutions Sales Support:
Develops proformas, proposals and customer profitability analysis for Treasury, Commercial Card and Integrated Payables opportunities. Coordinates proposal responses and works across business lines to gather response information (if needed)
Assists with revenue forecasting for TM fees and Commercial Card revenue
Understands and communicates the sales culture and vision within each member bank
Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations for existing TM and Commercial Card clients.
Prepares pre-call planning prep and materials for TPS client and prospect meetings.
Serves as the designated backup to the SA team

Sales Management Support:
Identifies referral opportunities in SalesForce
Records reassignment of all AM, TMO and SC colleagues within assigned region
Coordinates and prepares materials for internal meetings

Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA, consumer compliance, etc.

Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities
Performs other duties as assigned.
Management Responsibilities
This job has no management responsibilities.

Qualifications
Bachelors Business

Administration/Management,

Finance
1-3 years related experience, preferably with related experience in sales, sales support and commercial banking
Basic knowledge of cash management products, commercial card products, principles and practices
Proficient with Microsoft Office Suite to include: Word, Excel, PowerPoint, and Outlook
Interpersonal and customer service skills
Proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment
Demonstrates accuracy and thoroughness

Scheduled Weekly Hours:

40 Time Type:
Full time

The targeted salary for this role is:
$62, $80,765.00

You may also be offered incentive compensation, and benefits. Benefits may include Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time Off.

Actual compensation may vary based on geographic location of the specific role as well as work experience, education, and skills of the selected candidate.

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At HTLF we seek those who are lifelong learners, creative thinkers and have an inquisitive mind.

If you thrive on challenges and look forward to new opportunities that build positive relationships while providing exceptional results, HTLF is the place for you.

We want you to discover your unique potential and limitless professional possibilities while working with us. HTLF is a diverse and inclusive workplace creating an environment where work feels like a second home. Everyone, regardless of their role, will feel accepted, supported and equally involved.

What makes our team so great is the value HTLF places on individualism and appreciation for the differences each employee offers.

We're a growing team committed to creating a valued workplace for everyone.

Our leaders are actively engaged and committed to providing a positive and professional work environment. They are dedicated to helping you grow and develop your career. We work closely with our employees to strategize individual professional development plans, performance goals and professional development opportunities.

Recognizing and rewarding hard work, developing talent and fostering employees for the next stages of their career is what you can expect as a member of our team.

We grow, when you grow.

Our work family is extremely important to us and at HTLF we strive to ensure our employees are happy, engaged and evolving Help us continue to build an exceptional team that lives our mission statement every day of enriching lives one customer, employee and community at a time.

Member FDIC ∙ Equal Housing Lender
Employment at Heartland Financial USA, Inc. is employment at will

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