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:
Leading Pre-call Preparation for Significant Deals:
Internal Initiatives Involving Sales: