Top 15 Treasury solutions analyst Jobs in Hauppauge Ny

Treasury Solutions Analyst
BankUnited, N. A. —Melville, NY
- $70,000 - $85,000 a year
- Call employer
- Mid-level
- Office
- Bachelor's degree
14d
Treasury Solutions Consultant II
BankUnited, N. A. —Melville, NY
- $130,000 - $160,000 a year
- 5 years
- Public speaking
- Office
Financial Analyst
Canon U.S.A., Inc. —Melville, NY
- $66,300 - $81,550 a year
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Profit sharing
- Health insurance
Senior Analyst, Portfolio Management
Webster Bank —Jericho, NY
- $100,000 - $120,000 a year
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Mid-level
12d
Treasury Analyst
W J DEUTSCH & SONS LTD —Stamford, CT
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Risk Analyst I
Priority Technology Holdings, LLC —Hicksville, NY
- $28 - $30 an hour
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- Employee stock purchase plan
Quick Apply
Banking Systems Application Manager
Servbank, sb Inc. —Melville, NY
- $108,000 - $127,000 a year
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
Kyriba Treasury Transformation Senior Consultant
Deloitte —Stamford, CT
- $110,700 - $218,300 a year
- Full-time
- CPA
- Mid-level
- Finance
SAP Treasury Senior Consultant
Deloitte —Stamford, CT
- $110,700 - $218,300 a year
- Full-time
- Microsoft Excel
- CPA
- Mid-level
Director, Finance Transformation
KAYAK —Norwalk, CT
- $200,000 - $220,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Engineering
- Paid parental leave
- Paid holidays
Quick Apply
Core Banking System Architect - Director
PRICE WATERHOUSE COOPERS —Melville, NY
- $155,000 - $410,000 a year
- Azure
- Computer Science
- DevOps
- Paid holidays
- Health insurance
Counterparty Credit Risk Manager, Assistant Vice President
State Street —Stamford, CT
- $110,000 - $177,500 a year
- Full-time
- Finance
- SQL
- Math
- Disability insurance
- Health insurance
Treasury Transformation Manager - Kyriba
Deloitte —Stamford, CT
- $134,100 - $265,100 a year
- Full-time
- CPA
- 5 years
- System design
SAP Treasury Transformation Manager
Deloitte —Stamford, CT
- $134,500 - $265,100 a year
- Full-time
- Microsoft Excel
- CPA
- System design

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Treasury Manager
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Treasury Solutions Consultant II
BankUnited, N. A. —Melville, NY
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy…
$130,000 - $160,000 a year

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treasury solutions analyst jobs near hauppauge ny

Treasury Solutions Analyst

BankUnited, N. A. -
Melville, NY

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Job Details

$70,000 - $85,000 a year
14 days ago

Qualifications

Data mining
Sales collateral development
Pricing analysis
Account analysis
Phone communication
Sales analysis
Identifying new business opportunities
Sales needs analysis
Presentations for conferences or internal meetings
Promoting bank products
Mid-level
Sales data analysis
Cross-selling
Proposal writing
Bachelor's degree
Anti-Money Laundering (AML) compliance (compliance procedures implemented)
Relationship management
Meeting facilitation
Profitability analysis
Client growth strategy
Request for proposal
Productivity software
2 years
Communication skills
Sales follow-up
Client interaction via phone calls

Full Job Description

JOB SUMMARY: The Treasury Solutions Analyst provides strategic sales support to Treasury Solutions Officers (TSOs). This position directly supports new business generation through the development of proposals, presentations, pro forma, requests for proposals (RFPs) and requests for information (RFIs). Treasury Solutions Analysts also perform extensive data analyses of client and portfolio metrics to uncover sales opportunities and prepare relationship reviews for key clients to assist in managing profitability. This position may also participate in other key sales related initiatives including, but not limited to, cross-sell identification and origination, calling activities, coordination of implementations, and support for risk/legal/compliance-related initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Prepares sales tools and exhibits, such as presentations (internal and external), proposals, pro forma, client schematics, relationship reviews, etc.
Develops customized responses to RFPs and RFIs. Collaborates with TSOs and/or RMs/Bankers from other lines of business to complete Executive Summary and establish pricing.
Supports pricing/re-pricing initiatives by partnering with the TSO to ensure existence of exception pricing for respective client accounts and performing system inputs of approved exception pricing.
Reviews account analysis statements for designated clients and manages required client communications and/or corrections.
Performs data-mining of sales/retention opportunities and prepares consolidated presentation of service usage/profitability information.
Identifies cross-sell opportunities and partners with TSOs to develop portfolio growth strategy.
Participates in pre-call planning sessions and supports complex and/or multi-service sales pitches by preparing information, attending meetings, and handling post-call follow-up information requests.
Works closely with clients and implementation team to support implementations on behalf of the Sales team. Facilitates meetings, informing escalated issues, and processing non-standard client requests once approved.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.

QUALIFICATIONS

Education

Bachelor's Degree or a minimum of 7 years of relevant business experience required.

Experience

Minimum 2 years of sales and service experience in treasury sales or operation management, including proficiency in related systems and operational process required.

Knowledge, Skills, and Abilities

Knowledge of Treasury & Payment Solutions, including product features and benefits.
Proven track record of strong interpersonal, written communication, presentation, multi-tasking and professional telephone skills with clients and internal teammates.
Proficiency with Word, Excel, and PowerPoint.

Additional Information

Candidates residing in locations within BankUnited's footprint may be given preference.

Compensation: $70,000 - $85,000 / year
Additional Details : Miami Lakes, Florida

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Refine Your Search

treasury solutions analyst jobs in hauppauge ny

Treasury Solutions Analyst

Treasury Solutions Consultant II

Financial Analyst

Senior Analyst, Portfolio Management

Treasury Analyst

Risk Analyst I

Banking Systems Application Manager

Kyriba Treasury Transformation Senior Consultant

SAP Treasury Senior Consultant

Director, Finance Transformation

Core Banking System Architect - Director

Counterparty Credit Risk Manager, Assistant Vice President

Treasury Transformation Manager - Kyriba

SAP Treasury Transformation Manager

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