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Treasury & Payment Solutions Sales Analyst (HYBRID IN OFFICE & WORK FROM HOME IN CALIFORNIA)

Company: Heartland Financial USA Inc
Location: Mariposa
Posted on: May 26, 2023

Job Description:

HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.HTLF is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength - giving local decision-making the opportunity and insights to focus on customers and growth. Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets. We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities. We're dedicated to making HTLF the best place to work - where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.Under general direction, the Treasury and Payment Solutions (TPS) Sales Analyst supporting the Treasury Management Officers and Sales Consultants to grow TPS revenue. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The Sales Analyst performs pre-call planning, preparation and participates in joint sales calls with TMOs, SCs, and Commercial Bankers. Additionally, this position is responsible for identifying cross sale opportunities, and for inside sales of small business clients. Responsibilities include providing a high level of internal customer support; understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.PRIMARY & ESSENTIAL RESPONSIBILITIES:Treasury and Payment Solutions Sales Support1. Develops proformas, proposals and customer profitability analysis for Treasury, Card and EAP opportunities. Coordinates proposal responses and works across business lines to gather response information.2. Provides sales demos for Treasury and Payment Solutions applications.3. Assists with pipelining/forecasting.4. Understands and communicates the sales culture and vision within each member bank.5. Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations.6. Prepares pre-call planning prep and materials for TPS client and prospect meetings.7. Serves as the designated backup to the TMO and SC and assists customers as appropriate.8. Leads sales for small business clients including bundled treasury products and card.9. Accompanies the Commercial Bankers, TMOs and SCs on sales calls to ensure a working knowledge of customer base and act as backup for complex client relationships.Sales Management Support1. Updates the SC and TMO pipelines through Salesforce or Enact and ensures pipelines are current and accurate.2. Generates and distributes bank specific Salesforce reporting to the member banks.3. Records reassignment of all TMO and SC colleagues within assigned region.4. Coordinates and prepares materials for internal meetings.5. Acts as a liaison between Marketing and TPS at the bank level to ensure marketing materials are current and up-to-date.6. Coordinates exception pricing updates and approvals. Reviews account analysis after deals are closed to ensure that new clients and services are billing properly.7. Actively follows-up with any Commercial Sales leads generated by marketing events/campaigns.8. Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA, consumer compliance, etc.Salesforce SupportWorking with the Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, households are correct, and goals are entered properly1. Works with the Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, and won deals flow appropriately to TM Support and the Commercial Bankers/Credit.2. Monitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementations. REQUIRED SKILLS & EXPERIENCE:1. 3-5 years banking related experience, preferably with related experience in sales and commercial banking.2. Bachelors Degree in Business Administration, Finance, or related field3. Knowledge of cash management products, principles and practices.4. Proficient with Microsoft Office Suite to include: Word, Excel, PowerPoint, and Outlook5. Excellent interpersonal and customer service skills6. Demonstrated proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment7. Demonstrated accuracy and thoroughnessScheduled Weekly Hours:40Time Type:Full time

Keywords: Heartland Financial USA Inc, Merced , Treasury & Payment Solutions Sales Analyst (HYBRID IN OFFICE & WORK FROM HOME IN CALIFORNIA), Professions , Mariposa, California

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