Senior Analyst, Business Development Support (Treasury Services)

Overview

Conduct business development across new and potential clients
Assist with client assessments to determine requirements and proposal development, coordinating legal reviews as needed
Assist in supporting new business and ensure all client-related onboarding aspects are completed
Assist a more senior Relationship Manager on large or complex accounts to gain breadth/depth of knowledge
Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings
Continually evaluate client needs and ensure sustained client engagement
Develop, tracks and report on relationship strategy/results for assigned client portfolio
Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams
Responsible for understanding and working in accordance with local regulations

Requirements

Bachelor's degree or the equivalent combination of education and experience in business management or related field is required
5 years of total work experience in sales preferred

Apply