PMI Sales Analyst
$86,310–$105,490 year
On-siteDallas, Texas, United States or Milwaukee, Wisconsin, United States
Job Summary
Serve as the primary back-up to Payment Sales Consultants for complex Treasury Management corporate accounts, managing the overall sales process and providing direct personal client support. Analyze customer needs and desired outputs to acquire a full understanding of complex requirements, while managing all pricing functions and new pricing requests. Compile detailed pricing information, interpret findings, and provide pricing comparisons. Facilitate deal development by collecting and monitoring client data through the deal team life cycle, creating and updating pipeline opportunities in sales tools. Assist in reviewing and coordinating RFP/proposal content, identifying untapped revenue opportunities, and cross-selling Treasury Management products. Actively ensure compliance with anti-money laundering, bank secrecy, and information security requirements while participating in required corporate training.
Required Qualifications
- Bachelor's degree, or equivalent work experience
- Two or more years of relevant experience
Desired Qualifications
- Demonstrated proficiency of all Treasury Management products, systems and processes and understanding of customer use
- Excellent professional communication and written presentation skills
- Strong critical thinking, negotiation, problem solving and decision-making skills
- Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision
- High level of technological ability, especially Microsoft Office applications
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