Senior Analyst, Treasury Management Sales

$70,000 - $95,000/Yr

Webster Financial - Southington, CT

Full-time - Mid Level

Hybrid - Southington, CT

Credit Intermediation and Related Activities

About the position

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Responsibilities

• Work independently and in partnership with TSO to create pro forma statements, cash flow diagrams, treasury reviews, and other information to assist in the sales process.
• Assist with the development of proposals and sales presentations to support the efforts of the assigned TSOs.
• Responsible for identifying cross sell opportunities in support of achieving revenue goals.
• Active involvement in the sales process including pre and post-sale activities. Participates as needed, in joint calls as well as pre-call plan and call debrief sessions.
• Contribute to team revenue goals through individual sales generation.
• Responsible for all documentation and approvals necessary to set up new products & services.
• Direct client retention efforts including major problem resolution and act as LOB/Operations liaison to ensure client satisfaction.
• Ensures client service deliverables are achieved and holds partners accountable by managing issues, escalations and error resolution.
• Adheres to compliance procedures and internal/operation risk controls in accordance with all applicable regulatory standards, requirements and polices.

Requirements

• Bachelor's degree
• At least 5 years of financial services experience
• At least 3 years of treasury management experience
• Basic to In-depth knowledge and understanding of Treasury Management Services
• CTP or desire to obtain Certified Treasury Professional (CTP) designation

Benefits

• Incentive compensation