TS Analyst
BankUnited
- Melville, NY
- $65,000-80,000 per year
- Permanent
- Full-time
- Prepares sales tools and exhibits, such as presentations (internal and external), proposals, pro forma, client schematics, relationship reviews, etc.
- Develops customized responses to RFPs and RFIs. Collaborates with TSOs and/or RMs/Bankers from other lines of business to complete Executive Summary and establish pricing.
- Supports pricing/re-pricing initiatives by partnering with the TSO to ensure existence of exception pricing for respective client accounts and performing system inputs of approved exception pricing.
- Reviews account analysis statements for designated clients and manages required client communications and/or corrections.
- Performs data-mining of sales/retention opportunities and prepares consolidated presentation of service usage/profitability information.
- Identifies cross-sell opportunities and partners with TSOs to develop portfolio growth strategy.
- Participates in pre-call planning sessions and supports complex and/or multi-service sales pitches by preparing information, attending meetings, and handling post-call follow-up information requests.
- Works closely with clients and implementation team to support implementations on behalf of the Sales team. Facilitates meetings, informing escalated issues, and processing non-standard client requests once approved.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
- Bachelor's Degree or a minimum of 7 years of relevant business experience required.
- Minimum 2 years of sales and service experience in treasury sales or operation management, including proficiency in related systems and operational process required.
- Knowledge of Treasury & Payment Solutions, including product features and benefits.
- Proven track record of strong interpersonal, written communication, presentation, multi-tasking and professional telephone skills with clients and internal teammates.
- Proficiency with Word, Excel, and PowerPoint.