Summary :

　　The Treasury Sales Analyst (TSA) is responsible for supporting the Treasury Sales Officers (TSOs) and all functions related to the sales process. The TSA will work as the liaison between the Treasury Sales Officer, Treasury Support, and clients. The TSA will play a key role in client onboarding, meeting preparation, deliver, and follow-up. The TSA will partner with Credit Underwriting, Commercial Lending, Loan Operations, and Treasury Support to deliver on treasury management solutions, including thought leadership and advisory insight. The TSA will also work TSOs to develop and execute a portfolio growth strategy.

　　Principal Accountabilities :

　　Act as primary or secondary point of contact for larger commercial clients addressing day-to-day opportunities as they arise.

　　Prepare necessary Treasury Management documentation for new or modified services and obtain client signatures as appropriate or required.

　　Open new accounts and services through partnership with Treasury Sales Officers, including obtaining all required documentation including due diligence and CIP information.

　　Assist Treasury Sales Officer with preparation of annual treasury relationship reviews by researching current relationship, volumes, and identify opportunities for expansion/cross sell.

　　Review and confirm accounts and service set-up post completion by implementation team.

　　Follow-up with clients and sales officers with status updates on new product/services or modifications in process.

　　Must be knowledgeable of business, cash management and treasury management products and services, and required documentation.

　　Accompany the Treasury Sales Officer or Commercial lenders on client meetings as needed.

　　Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success.

　　Maintains client information in complete confidence.

　　Completes other specified duties as assigned.

　　Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.

　　Minimum Qualifications:

　　Minimum of high school diploma, GED, or equivalent is required. Bachelor’s Degree is preferred.

　　2 years banking or treasury management experience preferred.

　　Experience with Adobe Acrobat DC, and Microsoft programs Outlook, Excel, Word required.

　　Excellent analytical, sales, communication, and presentation skills, both written and verbal.

　　Must be well organized and have demonstrated ability to multi-task in a fast-paced environment.

　　Demonstrate strong follow-up skills.

　　Ability to prioritize work on an on-going basis to meet deadlines.

　　Financial sales and client service experience will be valuable.

　　Strong attention to detail.

　　Local travel is required, up to 15%. Overnight travel is required >5%

　　Physical Requirements:

　　The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. If associate works in our hybrid work program, lifting of about 5 lbs. (laptop) is required twice daily.

　　Equal Opportunity Employer/Disabled/Veterans

　　Academy Bank and Armed Forces Bank provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. If you need an accommodation for any part of the employment process, please e-mail [email protected].