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Sales Analyst Support Specialist
Ref No.: 19-06933
Location: Hartford, Connecticut
Pay Rate : $ 55.00 - 57.14 /Hour

This is an exciting opportunity to work for a reputable bank that focuses on helping customers achieve financial goals by understanding needs and providing personalized solutions. While empowering you to build the meaningful career you've been looking for!


The Sales Analyst Support Specialist will be responsible for assisting sales teammates with revenue growth and client retention activities including proposal/presentation creation and other business development functions. May accompany sales officers on client calls.

Position will be responsible for varying portfolios in Treasury Management. Strong sales acumen, excellent writing and communication skills, organizational and follow up skills, ability to manage competing deliverables and establish priorities are all critical to success. Ability to partner with internal teammates and external clients for a positive sales outcome.

  • Assist with the development of proposals and sales presentations to support the efforts of the assigned Sales team. 
  • Responsible for pro forma statements, cash flow diagrams, treasury reviews, and other information to assist in the sales process.
  • Researching customer relationships in the bank, service areas and other processing units.
  • Assist in the identification of new business opportunities and cross sell. 
  • Responsible for assisting assigned sales officers with overall success and achieving business development goals. 
  • Identify cross-sell opportunities using data-mining techniques; participate in regional marketing events / treasury road shows and related follow up activities.
  • Active involvement in the sales process including pre and post-sale activities. 
  • Participates as needed, in joint calls as well as pre-call plan and call debrief sessions.
  • Client retention efforts, problem resolution and LOB/Operations liaison to ensure client satisfaction.
  • Establish and foster partnerships with sales teammates, LOB partners or other partners (e.g. product management, service/implementation areas, analytics team, etc).
  • College degree in Business Administration, Finance or Economics
  • 5+ years in financial services industry and sales support
  • Knowledge of treasury management products and services
  • Certified Treasury Professional (CTP) or desire to obtain CTP