Global Transaction Services (GTS) business provides liquidity management, payments and receipts, trade and supply chain finance, foreign exchange and commercial card services to small businesses, middle market companies, multinational corporations, financial institutions and governments around the world.
The Treasury Sales Analyst / Associate will work covering Large Corporate (GCIB) clients, supporting the treasury sales officers (TSO) on all client needs as requested or as a result of analysis and identification.
- Responsibilities
- Responsible for identifying potential solutions for Large Corporate customers' needs as requested or as a result of analysis and identification.
- Routes customer request to the appropriate sales officer for further analysis.
- Utilizes technical knowledge to run pricing / cost benefit models; confers with sales officers regarding
non-standard pricing and negotiation.
Assists with coordinating the documentation preparation function; assists sales officers in relationship planning, gathering information regarding prospects and updating plan as needed.Coordinates schedules for Treasury Reviews and Relationship Reviews.Assumes responsibility for follow-up and resolution of problems referred to sales officers.Assists the sales officers by overseeing Service Center activities and responding to questions from the Service Center.Obtains appropriate approvals for selected products; ensures ongoing compliance and monitors risk related to products and services.Performs a variety of administrative functions to include preparing system schematics, proposal documents, packages, and presentation.Core skills and requirements3+ years of experience in sales or sales support in the industry.Strong awareness and understanding of bank products, services, operations, systems, policies and procedures, ensuring that clients are serviced in the appropriate delivery channel.Must have a combination of strong quantitative / analytical skills, attention to detail and strong client focus.Strategic and creative thinking; distinguished written and oral communication skills.Assertiveness, initiative, leadership, strong work ethic, team focus.Ability to learn quickly and take on new responsibilities.Fluent in Portuguese and English.Solid skills on Excel Word and Power Point.Job BandShiftHours Per WeekWeekly ScheduleReferral Bonus Amount