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Treasury Services Sales Analyst (Full Time)

Company: Prosperity Bank
Location: Fort Worth
Posted on: November 25, 2022

Job Description:

The Treasury Services Sales Analyst is an assertive, sales focused individual supporting Treasury Services Sales Officers and their sales of Treasury Services solutions to Prosperity's Commercial and Retail clients and prospects. The individual has strong computer skills to assist with sales management, presentations, reporting, product and solution documents, and models for analyzing markets, revenue and profitability, pricing, etc. The individual will serve as a back-up to the Treasury Services Sales Team for issue escalation and resolution. The role is intended to provide the individual the development of professional skills, business acumen, and financial service industry knowledge to become a Treasury Services Sales Officer.


* Support Treasury Services Sales Officers with sales management, presentations, reports, collateral review and design, product review and enhancements, analysis of markets, portfolios, revenue, profitability, and pricing, and other duties as requested

o Develop and generate presentations, pricing proformas, responses to Requests for Proposals, precall preparation, relationship reviews, and account structures

o Accompany Treasury Services Sales Officers on sales calls

o Prepare and ensure execution of all Treasury Services on-boarding documents

o Monitor implementation from beginning to end to ensure deadlines are met and client expectation is met or exceeded

o Review first Account Analysis statement to ensure the client is invoice for all implemented services

o Assist with management of relationships including but not limited to renewals of limits for operating exposure, resolving service issues, training clients/prospects in use of Treasury Services solutions, and direct communication with clients/prospects in coordination with colleagues across Prosperity

o Assist with ongoing education to Commercial and Banking Center colleagues of the Prosperity suite of Treasury Services solutions and appropriate positioning thereof


* Bachelor's degree in Business or related degree or equivalent work experience

* Financial services internship or equivalent preferred

* Demonstrated willingness to learn, implement feedback, and take action

* Ability to develop working relationships with clients/prospects and colleagues

* Ability to work independently

* Excellent verbal and written communication skills

* Strong time management, organizational, and planning skills

* Strategic thinking skills

* Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint, and Excel

* Strong cultural sensitivity and awareness

* Understanding of accounting, finance, and cash management principles and practices

* Strong understanding of working capital and the cash conversion cycle including identification of their key components and drivers

* Ability to create proformas and understand formulas involved in analysis

* Ability to read financial statements

* Excellent presentation skills to develop customized presentations for internal and external use

* Excellent PC skills using spreadsheet and word processing software

* Demonstrated resourcefulness and ability to research issues and conflicts for best resolutions

* A pre-employment credit check will be performed on all qualified applicants.*

Hours: Monday - Friday 8:00 am to 5:00 pm

40 hours per week

Keywords: Prosperity Bank, Fort Worth , Treasury Services Sales Analyst (Full Time), Accounting, Auditing , Fort Worth, Texas

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