• Treasury Solutions Analyst

    Job Location US-TX-Houston-Riverway
    Location: Address
    One Riverway
    Treasury & Liquidity
  • Overview

    The strategic function of the Sales Analyst role is to support the overall business development activities of the Treasury Sales Officers (TSOs) and Markets.  Primary areas of focus will be to drive business development tactics, leverage portfolio analytics to maximize client revenue growth, identify and source cross-sell opportunities and serve as the “office quarterback” for the TSOs supported.


    The role will be used to develop skill-sets for high potential, future Treasury Sales Officers and will include added development responsibilities such as client engagement and product training, public speaking and other developmental tracks. 


    Prospect Profiling to include:

    • Company Research
    • Wallet Share identification
    • Industry Analysis

    Leading Pre-call Preparation for Significant Deals:

    • Assemble key data elements both internally and externally to present to the TSO/Relationship Manager
    • Align internal partners (Operations, On Boarding, Client Service) when required to obtain deal specific needs
    • “Pitch Prep” including price model and pitch book development

    Client Engagement:

    • Leverage working capital concepts and tactics
    • Independent calling on tenured clients for functional relationship reviews, client service issues, self identified cross-sell
    • Develop trusted relationships with Top 5 fee/deposit clients in each TSO portfolio
    • Quarterly client “reach out” to Top 20 fee/deposit clients in each TSO portfolio

    Portfolio Stewardship:

    • Understand financial levers in portfolio and be able to identify trends, gaps and issues
    • Identify and act on negative variance clients and positive variance clients in an effort to retain or grow revenue
    • Assist TSO in maintaining an “At Risk” list of clients to drive internal awareness, resolve issues or predict revenue runoff
    • Understand and maintain awareness with high exposure clients (EDD, ACH)
    • Revenue realization review to ensure proper revenue ramp for new and existing client sales

    Internal Initiatives Involving Sales:

    • Drive action and response to “asks” from internal partners (Operations, On Boarding, Client Service, other)

    Client Experience:

    • Ensures 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
    • Strong attention to detail
    • Strong oral presentation and written communication skills
    • Excellent knowledge of PC/Internet (including Microsoft PowerPoint, Word & Excel)
    • Excellent problem-solving and critical thinking skills
    • 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


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