On-Site Sales Analyst

Bank of America

** *** ** ***

Retired. AVP Sr Treasury Sales

Analyst at Bank of America

Aug 1996 - Present • 27 yrs 11 mos

United States • On-site

Avp. Senior Treasury Sales Analyst Aug 1996 - Apr 2024 • 27 yrs 9 mos Princeton new jersey

Job Description A Treasury Management Sales

Analyst (SA) assists one or more aligned Treasury Management Sales Consultants

(TMSC) with the management of the overall sales portfolio. A Sales Analyst serves as the primary back-up to a Sales Consultant for consulting and assisting with the selling of Treasury Management solutions to customers and prospects. The scope of the Sales Analyst position includes preparing formal proposals, pricing models, cost-benefit analysis, and developing specialized content through research. SAs Responsibilities: Demonstrate mastery level proficiency of all Treasury products, systems and processes Take ownership of managing implementation requests and submitting sales order forms Manage all pricing functions such as new pricing requests and exception pricing Coordinate and negotiate with internal partners to ensure on-time delivery of client requests Co-lead Request for Proposal (RFP) responses Maintain accurate sales pipeline and ensure

Dedicated Service Director

Full-time

Apr 1998 - Aug 2012 • 14 yrs 5 mos Ridgefield Park, New Jersey, United States • On-site

Handling Middle Market Clients and handled escalation calls

Skills: Business Analysis • Financial Analysis • Data Analysis • Management • Portfolio Management • Banking • Retail

Customer Service Representative

Full-time

Aug 1996 - Apr 1998 • 1 yr 9 mos

Hackensack, New Jersey, United States • On-site

Open accounts loans investments credit card

Skills: Accounting • Training • Sales • Leadership

• Credit • Banking • Retail

CF

EST. 1822

bank teller

• Valley National Bank • Full-time

Aug 1992 - Jul 1996 • 4 yrs

Teller retail and business Deposits. ATM and night drop

Skills: Retail

Crum & Forster Enterprise

4 yrs 11 mos

Account Analvst

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Account Analyst

Mar 1982 - Feb 1986 • 4 yrs

Account Analyst

Apr 1981 - Sep 1985 • 4 yrs 6 mos 110william street ny ny • On-site

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