Treasury Solutions Analyst Resume Samples
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Treasury Solutions Analyst Resume Samples
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BH
B Heidenreich
Bennie
Heidenreich
31171 Frank Ridges
Houston
TX
+1 (555) 543 1208
31171 Frank Ridges
Houston
TX
Phone
p
+1 (555) 543 1208
Experience
Experience
Chicago, IL
Treasury Solutions Analyst
Chicago, IL
Dare, Hyatt and Wisoky
Chicago, IL
Treasury Solutions Analyst
- Performs a variety of sales and marketing functions to include the preparation of account schematics, proposal documents, Treasury Relationship Reviews and sales presentations
- Utilize support partners and resources to coordinate industry, prospect and client research for use in pre-call planning
- TSA generated Sales from beginning to end
- Supports and coordinates schedules for Treasury and Relationship reviews and assumes responsibility for follow-up and resolution of problems escalated to the TSO
- CTP certification
- Assists the TSO by overseeing Service Center activities and responding to questions from the service center. Ensures ongoing compliance and monitors risk related to products and services. Performs a variety of administrative functions to include preparing system schematics, packages, and presentations
- Additional key product groups that the team target for sale of products to the Healthcare portfolio are: Card; Trade (Supply Chain Finance); Liquidity; Investments and Foreign Exchange
Houston, TX
International Treasury Solutions Analyst
Houston, TX
Kshlerin and Sons
Houston, TX
International Treasury Solutions Analyst
- Support the ITSO in growing international treasury revenue from U.S. based GCB clients
- Producing pricing/cost benefit models and conferring with the TSO and Management regarding non-standard pricing and negotiation
- Assisting clients in navigating the bank by liaising with the Client Service, Fulfillment, and other partner teams
- US cash management and/or International product knowledge
- Work with clients and internal teams to keep abreast of changing AML environment i.e. KYC refresh
- Monitor, update and maintain pipeline for the TSO client portfolio
- Performs a variety of sales and marketing functions to include preparing account schematics, proposal documents and sales presentations. This role is also responsible for teaming with Fulfillment partners to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction.Qualifications
present
Dallas, TX
Senior Treasury Solutions Analyst
Dallas, TX
MacGyver Group
present
Dallas, TX
Senior Treasury Solutions Analyst
present
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
- Performs a variety of sales and marketing functions to include the preparation of account schematics, proposal documents,
- Understands the sense of urgency while balancing an ethical approach
- Successfully demonstrates creative thinking while adhering to guidelines
- Supports and coordinates schedules for Treasury reviews and assumes responsibility for follow-up and resolution of issues escalated to the TSO
- Motivated to succeed and achieve goals
- Strong sales background
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Loyola University Chicago
Bachelor’s Degree in Finance
Skills
Skills
- Computer skills, selling skills, and ability to adapt well to change; Proficient with Outlook, Word, Excel and Powerpoint
- Organized, strong multi-tasker, solid follow through
- Work closely with partners in order to run profitability returns model which gives us the most accurate pricing for the SBLC, LC, loans, etc
- Excellent Microsoft Office knowledge
- Good Risk/AML Knowledge
- System knowledge: PowerPoint / Windows/ Excel / Word / Navigator
- Effective organizational skills - ability to manage multiple projects
- Knowledge of Public sector and NBFIt sector
- Knowledge of the Insurance or NBFI markets
- Proven ability to develop new business
7 Treasury Solutions Analyst resume templates
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1
Treasury Solutions Analyst Resume Examples & Samples
- Supports and coordinates schedules for Treasury and Relationship reviews and assumes responsibility for follow-up and resolution of problems escalated to the TSO
- Responsible for identifying potential solutions to client needs as requested, or as a result of needs analysis and identification in partnership with the Treasury Solutions Officer and/or Client Team to support 2014 growth goals
- TSA utilizes technical knowledge to run pricing/cost benefit models; confers with sales officer regarding profitability of relationships and any price negotiation needed
- Partners to ensure appropriate credit approval is in place for selected products and ensure ongoing compliance
- Performs a variety of sales and marketing functions to include preparing account schematics, proposal documents and sales presentations. This role is also responsible for teaming with Fulfillment partners to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction.Qualifications
2
Treasury Solutions Analyst Resume Examples & Samples
- Experience in Financial Institutions
- Good Risk/AML Knowledge
- Knowledge of Public sector and NBFIt sector
- Fluent Spanish and English
- Relationship and Communication Skills
- Knowledge of Cash manag
3
Treasury Solutions Analyst Resume Examples & Samples
- Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
- Effectively manages risk while balancing the needs of the client, the team, and the bank
- Able to foster successful relationships with internal partners and build rapport with client contacts
- Motivated to succeed and achieve goals
4
Senior Treasury Solutions Analyst Resume Examples & Samples
- College degree or equivalent treasury related work experience (1-2 years minimum)
- Excellent verbal/written communication and presentation skills
- Excellent critical/strategic thinking and problem resolution skills
- Successfully demonstrates creative thinking while adhering to guidelines
- Able to take initiative with a thoughtful, proactive approach for client resolution based upon past experiences with the client and the client team while ensuring the direction is aligned with the TSO’s goals
- Understands the sense of urgency while balancing an ethical approach
- Strong sales background
- Prior sales or sales support experience
- A significant plus is a degree in Finance, Accounting or any other undergraduate degree
5
Treasury Solutions Analyst Resume Examples & Samples
- 1+ years of work experience in a business field – preferably banking or finance
- Ability to function effectively in a close team and fast paced environment
- Demonstrates business acumen
- Demonstrates functional expertise
- Excellent Microsoft Office knowledge
- Undergraduate business degree
- CTP certification
- Treasury management/cash management job experience
- US cash management and/or International product knowledge
- Proven ability prospecting and developing new business
6
Treasury Solutions Analyst Resume Examples & Samples
- Submission of implementation requests and ensuring the successful completion for speed to revenue and client satisfaction
- Assists TSO in the attainment of Treasury team revenue goals by supporting all activities from sale through implementation
- Independent focus of treasury sales opportunities
- Acts as a resource to their market
- Routing customer request to the appropriate TSO for further analysis
- Utilizing technical knowledge to run pricing/cost benefit models; conferring with TSO regarding non-standard pricing and negotiation
- Preparing presentation documents and assisting TSOs in relationship planning, gathering information regarding clients/prospects and updating plan and pipeline as needed
- Supporting and assisting in coordinating schedules for Treasury Reviews and Relationship Reviews and assuming responsibility for follow-up and resolution of treasury problems referred
- Partnering, leveraging, and directing clients to the appropriate delivery channel for servicing and issue resolution
- Ensure appropriate approvals and due diligence are obtained and completed prior to implementation for related products and services
- Perform a variety of functions to include preparing schematics, proposal documents, packages, and presentation
- Responsible for leading treasury initiatives as appropriate
- Excellent team player and multi-tasker who works well under pressure
- Some treasury experience either at BAC or elsewhere
7
Treasury Solutions Analyst Creb Resume Examples & Samples
- College Degree (Bachelor's or higher preferred, Business Core preferred)
- Ability to develop rapport easily with clients, peers and partners; effective time management and prioritizing skills
- Effective organizational skills - ability to manage multiple projects
- Treasury product knowledge, prior sales or sales support experience a significant plus as is degree in Finance, Accounting or related studies
8
Treasury Solutions Analyst Middle Market Resume Examples & Samples
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
- Proficient computer skills with Outlook, Word, Excel and PowerPoint
- Knowledge of or exposure to treasury management products
- Financial or business acumen appreciated
9
Treasury Solutions Analyst Resume Examples & Samples
- TSA must be sales focused and is responsible for identifying potential solutions to client needs as requested, or as a result of needs analysis using Sales Opportunity tools, as well as identification in partnership with the Treasury Solutions Officer and/or Client Team to support 2015 growth goals
- Supports and coordinates schedules for Treasury reviews and assumes responsibility for follow-up and resolution of issues escalated to the TSO
- Performs a variety of sales and marketing functions to include the preparation of account schematics, proposal documents, Treasury Relationship Reviews and sales presentations
10
Treasury Solutions Analyst Resume Examples & Samples
- Strong advisory skills with clients
- Hands-on sales management
- Deep treasury knowledge – particularly CME and with fulfillment
- Excellent communication (written and oral)
- Strong partnering skills
11
Senior Treasury Solutions Analyst Resume Examples & Samples
- General knowledge of global treasury, multi-regional treasury, trade, FX and liquidity
- Computer skills, selling skills, and ability to adapt well to change; Proficient with Outlook, Word, Excel and PowerPoint
- Effective organizational skills – ability to manage multiple projects
- Min 3-5 years work experience in banking environment, preferably within global treasury sales, client management or similar client-facing role
- Treasury management job experience
- CTP, CCM or CertICM certification
12
Treasury Solutions Analyst Resume Examples & Samples
- 1+ years of Treasury experience
- 1+ years of sales experience
- Organized, strong multi-tasker, solid follow through
13
Treasury Solutions Analyst Resume Examples & Samples
- TSA will be responsible for identifying potential solutions to customer needs as requested or as a result of needs analysis and identification. Routes customer request to the appropriate TSO and Miami Shared Servicing Area for further analysis; confers with Regional TSO and in country Product team regarding non-standard pricing and negotiation. Assists sales officers in relationship planning, gathering information regarding prospects and updating plan as needed; coordinates schedules for treasury reviews; assumes responsibility for follow-up and resolution of problems referred to TSO
- Assists the TSO by overseeing Service Center activities and responding to questions from the service center. Ensures ongoing compliance and monitors risk related to products and services. Performs a variety of administrative functions to include preparing system schematics, packages, and presentations
- Typical Daily Functions
- Monitor, update and maintain pipeline for the TSO client portfolio
- Arrange demos and trainings with Miami Latam Ops team
- Work with clients and internal teams to keep abreast of changing AML environment i.e. KYC refresh
- Help clients contact for their claims and inquires
- Liaison with in country and global TSO and CBK and product partners on general analysis, global pricing model & proposal approvals
- Work closely with partners in order to run profitability returns model which gives us the most accurate pricing for the SBLC, LC, loans, etc
- A sense of urgency and tenacity in exceeding revenue, profitability, innovation, and speed to market goals that are delivered in a deliberate, inclusive, organized manner
- Highly developed skills in MS Excel, MS PowerPoint, and internal bank systems such as GPS-MIS, Navigator, etc
- B.S. / B.A. degree
- Strong financial skills
- Knowledge of cash management and trade finance products
- Strong inter-personal and organizational skills
- Able to successfully develop and maintain collaborative working relationships
- Bilingual (English/Spanish)
- Exposure to cash management and trade finance products
- We reserve the right to hire at a lower level based upon candidate experience
14
Treasury Solutions Analyst Resume Examples & Samples
- 3+ years of financial services experience; preferred candidates will have at least one year of Treasury Management experience
- Ability to function effectively under time pressure
- Collaborative approach to business in support of close team environment
- Occasional business travel and independent client calling
- Exceptional Microsoft Office (Word/Excel/Powerpoint/Outlook) skills
- Demonstrable organizational skills
15
International Treasury Solutions Analyst Resume Examples & Samples
- Desire to learn and continually adapt in a complex global environment
- Min 5 years work experience in banking environment, preferably within global treasury sales, client management or similar client-facing role
- International product knowledge
16
Treasury Solutions Analyst Resume Examples & Samples
- 1+ years of Treasury Management/Corporate Banking experience or successful completion of training program
- Broad familiarity with treasury management products, services and trends
- Ability to function effectively under time pressure as an individual contributor
17
Treasury Solutions Analyst Resume Examples & Samples
- TSA generated Sales from beginning to end
- TSO Sales / Deal Support
- TSA must be sales focused and is responsible for identifying potential solutions to client needs as requested, or as a result of needs analysis using Sales Opportunity tools, as well as identification in partnership with the Treasury Solutions Officer and/or Client Team to support 2017 growth goals
- Performs a variety of sales and marketing functions to include the preparation of account schematics, proposal documents,
18
Treasury Solutions Analyst Resume Examples & Samples
- Bachelor’s degree in Finance, Economics, or similar field
- One year of experience in a financial services institution, or a college internship at a financial institution
- Proven ability to develop rapport easily with clients, peers and partners
- Proven effective time management and prioritizing skills
- Proficiency with the Microsoft Office Suite of apps (Word/Excel/Outlook et al)
- Documented aptitude for sales
19
Treasury Solutions Analyst Resume Examples & Samples
- Support TSO’s US and international Treasury sales efforts, attend and contribute to in person client meetings
- Responsible for presentations, pricing model, pipeline integrity, account schematics, implementation input etc
- Source independent treasury revenue. Lead Treasury reviews
- Master all available system resources such as TRIPP report, Spotfire, TUCC, Analysis & DDA, CashPro Demo and more
- Provide treasury expertise to business partners as needed including RM, CSS, Client Services, Fulfillment
- Represent sales on implementation calls
- 3+ years of work experience in financial services; preferred applicants have at least one year of Treasury experience
- Proven expertise in MS Office Suite
20
Treasury Solutions Analyst Resume Examples & Samples
- TSA must be sales focused and is responsible for identifying potential solutions to client needs as requested, or as a result of needs analysis using Sales Opportunity tools, as well as identification in partnership with the Treasury Solutions Officer and/or Client Team to support 2016 growth goals
- Three or more years of financial services experience, preferred candidates will have at least one year of Treasury experience
- Two or more years of sales and/or client service experience within a financial services environment
- Proven, documented strong written and oral communication skills
21
Treasury Solutions Analyst Resume Examples & Samples
- Ensure client issues are routed to Client Service for first pass resolution, remains engaged to support escalations in TSO’s absence
- Oversee weekly “On Track / Off Track” meetings with On Boarding to ensure speed to revenue
- Follow up as instructed by TSO in providing materials to clients
- Bachelors Degree in Finance, Accounting, Business or Sales preferred
- Excellent knowledge of PC/Internet (including Microsoft PowerPoint, Word & Excel)
- Excellent organizational skills, work ethic and attitude
- Self Starter, takes initiative and has an intellectual curiousity
- Superb team skills and supportive to other teammates and groups
22
Treasury Solutions Analyst Resume Examples & Samples
- Minimum three years of financial services experience, with at least one year of documented experience in treasury management products and services and/or treasury sales support
- One year of International products and services preferred
- Time Management - Skilled in prioritizing tasks and recognizing importance of risk mitigation
- Outstanding verbal and written communication skills, to work with varied business partners
- Commitment to the highest standard of customer service
- Strong organizational and partnering skills
- Skilled in using PC applications including Excel, Word PowerPoint and Microsoft Outlook
23
Treasury Solutions Analyst Resume Examples & Samples
- Three years of financial services experience, with at least one year of Treasury experience
- Exposure to treasury management products and services is preferred; prior treasury sales support experience preferred
- Exposure to International products and services preferred
24
Treasury Solutions Analyst Resume Examples & Samples
- Three or more years of financial services experience, with at least one year of Treasury experience
- Exceptional interpersonal skills with demonstrated ability to develop effective business partnerships
- Ability to excel in a high paced environment and manage multiple priorities/projects
- Develop collaborative approach in support of close team environment
- Demonstrate strong business acumen
- Extensive Microsoft Office skills to support data management and financial analysis
- Proven ability to develop new business
- Familiarity with US and global treasury management products, services and trends
- Knowledge of the Insurance or NBFI markets
25
Treasury Solutions Analyst Resume Examples & Samples
- Three years of financial services experience, with at least one year of experience to treasury management products and services and/or prior treasury sales support experience
- At least one year of experience to International financial services products and services
- Proven skills in prioritizing tasks and recognizing importance of risk mitigation
