JOB DESCRIPTION:

Job Title: Treasury Sales Analyst
Corporate Title: Analyst
Location: Frankfurt

As a Treasury Sales Analyst (TSA) you will be responsible for partnering with and supporting Treasury Sales Officers (TSO) with the delivery of integrated treasury solutions to existing and prospective Large Corporate German based HQ Clients, working with the TSO to assist in managing and growing revenue within an assigned portfolio of Global Payment Solutions Services (GPS). These solutions include international Cash & Liquidity Management, Transactional FX, Merchant Services, Commercial Card and Trade Finance services.
The role, based in Frankfurt, reports directly to the Managing Director, Head of Large Corporate Sales for Northern Europe with strong focus on German and Austrian clients. Today the German Large Corporate Sales team manage approximately 50 clients with 4 TSO’s and 2 Treasury Sales Associates and 1 TSA. The Sales team partner up closely with CBK team(s) as well with GPS Product Managers & Fulfilment & Service teams.
You will assist in coordinating the Client Management process by focusing on client acquisition and deepening existing relationships through identifying client needs. Responsible for utilising support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning for TSOs and partners.
To be successful in the role, TSAs must maintain and build a strong client focus and awareness and understanding of the bank and the operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

Role activities and responsibilities may include:

• Supporting all activities from sales through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships from client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Partnering with product specialists and support partners to develop strategies to grow revenue and deepen existing relationships and making recommendations and creating customized treasury solutions that meet the needs of the client.
• Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Review pipeline and create reports for the TSO as needed
• Maintain and log information around execution of the client contact strategy
• Participate in the contract management process when required
• Contribute to credit facility activities
• Serve as a primary participant in annual pricing events
• Research client information in preparation for receiving a Request for proposal (RFP)
• Prepare materials to introduce new ideas, capabilities and solutions to clients and prospects
• Proactively inform and advise clients of enhancements/improvements in capabilities
• Complete price and cost benefit analysis models to develop pricing strategies, which includes working with the TSO on non-standard pricing
• Support clients through the implementation, client onboarding, and training activities
• Ensures the accuracy of sales data (e.g., deal pipeline, client plans, call reports, and other sales tracking systems and reports which may be developed) including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with TSOs
• Leverage tools, systems and resource sites to produce appropriate data based on call type; analyse the data and share with the TSO
• Ensure data integrity of sales reporting