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Treasury Management Sales Analyst
Banc of California
Los Angeles, CA, United States
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Description
Since 1941, Banc of California (NYSE:BANC) has provided full-service banking and home lending to individuals and their businesses, families and employees throughout California and across the West.
Today, we are large enough to meet our clients’ banking needs, yet small enough to care and serve them well. Banc of California’s strong balance sheet, deep community roots and commitment to lasting and meaningful relationships are the foundation for its long record of success.
JOB SUMMARY:
Takes part in client conference calls and on-site client visits to evaluate client needs and identify product solutions. Provides support with developing and preparing proposals, and supports the implementation processes, plans and execution. Assists one or more aligned Treasury Management Sales Officers (TMSO) with the management of an overall sales portfolio. Serves as the primary back-up to a TMSO with regard to consulting and assisting with the selling of Treasury Management solutions. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Participates in client conference calls and on-site visits with Relationship Manager to identify Treasury Management product opportunities.
2. Interfaces with client to capture their needs and understand how their organization functions, and brainstorms solutions that will lead to the expected result from a client experience, and operational standpoint.
3. Directly supports business objectives by partnering with the TMSO and Client Team to identify potential product solutions and the value proposition for the client based on their requirements and the needs analysis.
4. Utilizes technical and Treasury Management product knowledge to run pricing/cost benefit models; confers with TMSO regarding profitability of relationships and any price negotiation needed.
5. Assists TMSO in relationship planning, gathering information regarding existing and prospective clients, and updating sales plan and pipeline as needed.
6. Supports and coordinates schedules for Treasury and Relationship reviews; assumes responsibility for follow-up and resolution of problems escalated to the TMSO.
7. Ensures appropriate credit approval is in place for selected products and ensure ongoing compliance.
8. Performs a variety of sales and marketing functions including preparing account schematics, proposal documents and sales presentations.
9. Responsible for post-sale satisfaction and for teaming with fulfillment partners to ensure timely delivery of Treasury Solutions to clients.
10. Takes ownership of managing implementation requests, assisting clients during the implementation of solutions, and submitting sales order forms.
11. Manages all pricing functions such as new pricing requests and exception pricing.
12. Coordinates and negotiates with internal business partners to ensure on-time delivery of client requests.
13. Co-leads Request for Proposal (RFP) responses.
14. Maintains key relationship systems and an accurate sales pipeline.
15. Actively participates in key relationship reviews; recommends additional solutions and understands pricing implications or recommendations.
16. Trains and mentors less experienced team members; displays leadership in all interactions with peers, partners and management.
17. Assists in delivering Treasury Management training to line partners as needed.
18. Develops and maintains effective relationships with internal and external customers.
19. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
20. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
21. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
22. Performs other duties and projects as assigned.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, and gender expression, sexual orientation.
Qualifications
ESSENTIAL KNOWLEDGE, SKILLS, AND ABILITIES:
1. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA)
2. Effective organizational and time management skills
3. Intermediate skills in computer terminal and personal computer operation; specialty software programs including Microsoft Outlook, Word, Excel, and PowerPoint
4. Intermediate typing skills to meet production needs of the position
5. Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
6. Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
7. Ability to easily develop rapport with clients, peers and partners
8. Ability to adapt well to change
9. Ability to work well both as an individual and team member
10. Ability to understand, remember, and apply oral and/or written instructions or other information
11. Ability to understand, remember, and communicate routine, factual information
12. Ability to understand complex problems and to collaborate and explore alternative solutions
13. Ability to make decisions that have moderate impact on the immediate work unit
14. Ability to organize thoughts and ideas into understandable terminology
15. Ability to organize and prioritize own work schedule on a short-term and long-term basis
16. Ability to complete routine forms, use existing form letters, and/or conduct routine oral communication
17. Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone
18. Ability to make informal presentations, inside the organization; speaking before assigned team
19. Ability to analyze and solve complex problems involving multiple facets and variables in non-standardized situations
20. Ability to work with general supervision while performing duties
EDUCATION, EXPERIENCE AND/OR LICENSES:
1. Bachelor’s Degree with focus on Finance, Accounting, Business or related field, or equivalent work experience.
2. Three (3) to five (5) years’ of experience in an Analyst level position required
3. Treasury product knowledge, sales, or technical sales support experience preferred
4. Current Driver’s License and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.