First Bank & Trust Texas

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Treasury and Payment Solutions Sales Analyst

at First Bank & Trust Texas

Posted: 7/13/2020
Job Status: Full Time
Job Reference #: 20-0567-4
Categories: Sales
Keywords: sales, inside sales

Job Description

FirstBank Lubbock Bancshares began with the vision of one man, Barry Orr, and a promise.  Barry promised his wife and friends that he would start a bank that would become profitable through relationships, hard work and determination.  "It is our goal to be the BEST community bank in the Lubbock area," states Barry Orr, Chairman & CEO.  "We knew we could help build a better Lubbock by serving the needs of customers our way."

Under general direction, the Treasury and Payment Solutions (TPS) Sales Analyst supporting the Treasury Management Officers and Sales Consultants to grow TPS revenue. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The Sales Analyst performs pre-call planning, preparation and participates in joint sales calls with TMOs, SCs, and Commercial Bankers. Additionally, this position is responsible for identifying cross sale opportunities, and for inside sales of small business clients. Responsibilities include providing a high level of internal customer support; understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.PRIMARY & ESSENTIAL RESPONSIBILITIES:1. Develops proformas, proposals and customer profitability analysis for Treasury, Card and EAP opportunities. Coordinates proposal responses and works across business lines to gather response information.2. Provides sales demos for Treasury and Payment Solutions applications.3. Assists with pipelining/forecasting.4. Understands and communicates the sales culture and vision within each member bank.5. Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations.6. Prepares pre-call planning prep and materials for TPS client and prospect meetings.7. Serves as the designated backup to the TMO and SC and assists customers as appropriate.8. Leads sales for small business clients including bundled treasury products and card.9. Accompanies the Commercial Bankers, TMOs and SCs on sales calls to ensure a working knowledge of customer base and act as backup for complex client relationships.Sales Management Support1. Updates the SC and TMO pipelines through Salesforce or Enact and ensures pipelines are current and accurate.2. Generates and distributes bank specific Salesforce reporting to the member banks. 3. Records reassignment of all TMO and SC colleagues within assigned region. 4. Coordinates and prepares materials for internal meetings.5. Acts as a liaison between Marketing and TPS at the bank level to ensure marketing materials are current and up-to-date.6. Coordinates exception pricing updates and approvals. Reviews account analysis after deals are closed to ensure that new clients and services are billing properly.7. Actively follows-up with any Commercial Sales leads generated by marketing events/campaigns.8. Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA, consumer compliance, etc.Salesforce SupportWorking with the Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, households are correct, and goals are entered properly1. Works with the Commercial Sales colleagues to ensure sales reports are completed on a timely basis, pipelines are current, calls are logged, and won deals flow appropriately to TM Support and the Commercial Bankers/Credit.2. Monitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementations. REQUIRED SKILLS & EXPERIENCE:1. 3-5 years banking related experience, preferably with related experience in sales and commercial banking.2. Bachelors Degree in Business Administration, Finance, or related field3. Knowledge of cash management products, principles and practices.4. Proficient with Microsoft Office Suite to include: Word, Excel, PowerPoint, and Outlook5. Excellent interpersonal and customer service skills6. Demonstrated proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment7. Demonstrated accuracy and thoroughness

Scheduled Weekly Hours:


Time Type:

Full time

It's always more fun to say "hello" and "thank you" in person, but in today’s electronic world, such opportunities are often diminished. Taking time to visit our career site might be the beginning of a relationship, or it might be one more way of continuing a relationship that has been in place for some time. Either way, we would like to say "welcome" to FirstBank & Trust and extend an invitation to visit us any time at any of our locations.

At FirstBank & Trust, we believe that outstanding customer service is the most important core value we can offer you. Our employees strive for it by understanding your particular situation and providing products and services that exceed your expectations. We know that customer trust and satisfaction must be earned every day and in every way. We pledge to demonstrate this each time you use our bank, on site and online.

EOE/AA Employer · M/F/Disabled/Vet

Member FDIC · Equal Housing Lender

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Application Instructions

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