Treasury Management Sales Analyst

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

• We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly -- it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

Summary of Position

A Treasury Management Sales Analyst should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting the Treasury Management Advisors in their sales roles, including the following functions: Writing Proposals, Preparing Treasury Reviews, Building Pricing Pro Forma Documents, Creating Account Diagram Schematics. The Treasury Sales Analyst will also assist in updating Treasury Management Exhibits for existing clients who may be modifying services

Primary Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
• Assist in responding to Requests for Proposal (RFPs), researching responses, building required proposal formats, creating pricing pro forma documents, printing and binding as required.
• Prepare Treasury Reviews, confirming clients' current services and volumes, researching use of online banking, recommending additions or changes to services, and creating account schematics.
• Update Treasury Management Documentation, including Exhibits, as needed, as clients modify or add accounts and services.
• Understand clients' business environments, strategies, and industry to assist Treasury Management Advisors in determining client solution recommendations
• Understand competitors' capabilities and gaps, and how to help Treasury Management Advisors position against them
• Provide ongoing feedback to product management to help drive innovation and client satisfaction.
• Proactively review account analysis with existing clients and assist in identifying and recommend cross-sell opportunities
• Partner for outside sales calls to support discussions regarding implementation process; assist with product demonstrations where needed
• Assist in building compelling business cases for clients in support of positioning Pinnacle Financial Partners as their lead treasury provider.
• Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.