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Treasury Management Sales Analyst
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STCU
Spokane, WA (In Person)
$83,252 Salary, Full-Time
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Job Description
Company DescriptionSTCU is consistently rated one of the top-performing credit unions in the nation, and has been named one of Fortune Magazine's Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our members' lives. We love people who share our core values: Joyfulness, generosity, belonging, goodness, and striving. We believe in being a force for good in the community, while helping members achieve their financial goals and dreams.
STCU offers excellent benefits:
Coordinate pipeline meetings with Treasury Management Officers to review pipeline by including prospects and current deals for closing, reviewing pre-call planning needs, discussing upcoming Working Capital Assessment meetings, providing insight into sales and prospect reports, and aiding LOB with required information for annual renewals for ACH and/or RDC.Manage the implementation process of new business members by preparing paperwork and assisting in gaining signatures, tracking the implementation process to ensure a smooth transition to STCU, helping organize member training, validating proper billing and exception pricing, and providing follow-up with the new business member after implementation to ensure a complete onboarding experience.
Coordinate pipelines by reviewing incoming referrals for Treasury Management Officers and Merchant Services Officers for servicing needs and assigning leads to the appropriate officer.
Other Essential FunctionsDemonstrate ability to prioritize and manage multiple demands with autonomy and self-directionCollaborate effectively with multiple LOB essential to the member experienceProvide sales back up for Treasury Management Officers and may conduct joint sales calls with Treasury Management Officers and Business Bankers.
Additional InformationReady to apply? Click on I'm interested!
STCU offers excellent benefits:
- Paid time off plus 11 paid holidays!
- Medical, dental, vision and life insurance
- Training and career development
- Success sharing plan
- 401(k) matching contributions
- Tuition reimbursementAn overview of the benefits can be found here or here: https://stcu.
Coordinate pipeline meetings with Treasury Management Officers to review pipeline by including prospects and current deals for closing, reviewing pre-call planning needs, discussing upcoming Working Capital Assessment meetings, providing insight into sales and prospect reports, and aiding LOB with required information for annual renewals for ACH and/or RDC.Manage the implementation process of new business members by preparing paperwork and assisting in gaining signatures, tracking the implementation process to ensure a smooth transition to STCU, helping organize member training, validating proper billing and exception pricing, and providing follow-up with the new business member after implementation to ensure a complete onboarding experience.
Coordinate pipelines by reviewing incoming referrals for Treasury Management Officers and Merchant Services Officers for servicing needs and assigning leads to the appropriate officer.
Other Essential FunctionsDemonstrate ability to prioritize and manage multiple demands with autonomy and self-directionCollaborate effectively with multiple LOB essential to the member experienceProvide sales back up for Treasury Management Officers and may conduct joint sales calls with Treasury Management Officers and Business Bankers.
QualificationsEducation:
Bachelor's degree in business, finance or equivalent work experience required.Job Experience:
Minimum two years' experience with business account sales, Treasury Management sales or implementation experience preferred. Equivalent and directly related experience may also be considered.Software Skills:
Experience with Finastra's Phoenix, nCino, and Malauzi on-line banking is preferred. Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams.Physical Demands:
Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations.Work Conditions:
Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment.Travel Demands:
Must be willing to travel to branch and member business offices within Washington and Idaho if needed to accompany an officer on a joint call.Additional InformationReady to apply? Click on I'm interested!