TREASURY AND PAYMENT SOLUTIONS (TPS) SALES ANALYST

Arizona Bank and Trust, a division of HTLF Bank, is an equal opportunity employer committed to creating a diverse workforce.  We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Arizona Bank & Trust, a division of HTLF Bank, is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"™

Under general direction, the Treasury and Payment Solutions (TPS) Sales Analyst Supervisor supervises the TPS Sales Analyst team for a defined region of Heartland Financial USA, Inc. This role is focused on coaching and training TPS Sales Analysts to support revenue growth for the TPS Division. This position is responsible for ensuring the high quality creation, analysis, and delivery of proposals, RFPs, and sales presentations from the TPS Sales Analyst team. Additionally, this position is responsible for identifying cross sale opportunities and for inside sales of small business clients. This position provides a high level of internal customer support; understanding and driving the sales culture and vision of the organization at Heartland’s member banks; maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in sub-lines of business.

Primary Responsibilities

• Supervisory Duties:
• Serves as a player/coach by supporting daily activities, as well as oversees resource allocation to ensure TPS sales has the appropriate resources to meet sales objections, provides back up for team and support large, strategic opportunities, as needed.
• Supervises direct reports and ensure highly trained team that can effectively execute on the Sales Analyst responsibilities.
• Provides support to the TPS Leadership team on revenue generating, efficiency savings and optimization initiatives.
• Treasury and Payment Solutions Sales Support:
• Develops proformas, proposals and customer profitability analyses for Treasury, Card and EAP opportunities. Coordinates proposal responses and works across business lines to gather response information.
• Provides sales demos for Treasury and Payment Solutions applications.
• Assists with pipelining/forecasting.
• Understands and communicates the sales culture and vision within each member bank.
• Creates comprehensive relationship reviews including account structure, industry updates, and product/service recommendations.
• Prepares pre-call planning prep and materials for TPS client and prospect meetings.
• Serves as the designated backup to the Treasury Management Officer (TMO) and Sales Consultant (SC) and assists customers as appropriate.
• Seniors sales for small business clients including bundled treasury products and card.
• Accompanies the Commercial Bankers, TMOs and SCs on sales calls to ensure a working knowledge of the customer base and act as a backup for complex client relationships.
• Sales Management Support:
• Updates the SC and TMO pipelines through Salesforce or Enact and ensures pipelines are current and accurate.
• Generates and distributes bank specific Salesforce reporting to the member banks.
• Records reassignment of all TMO and SC colleagues within assigned region.
• Coordinates and prepares materials for internal meetings.
• Acts as a liaison between Marketing and TPS at the bank level to ensure marketing materials are current and up-to-date.
• Coordinates exception pricing updates and approvals. Reviews account analysis after deals are closed to ensure that new clients and services are billing properly.
• Actively follows up with Commercial Sales leads generated by marketing events/campaigns.
• Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA, consumer compliance, etc.
• Salesforce Support:
• Works with 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.
• Monitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementations.
• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

• Performs other duties as assigned.

Management Responsibilities

• Works with department staff on individual professional development and career development opportunities. Facilitates team members in creating individual goals and development plans that align with the department goals.
• Works with Heartland Financials’ Talent Acquisition team to identify and hire the most qualified and talented individuals to fill open positions.
• Provides information and on-going feedback to department staff regarding expectations and performance, salary adjustments and/or promotions.
• Addresses and resolves all performance concerns and issues in a timely manner.
• Prepares and conducts annual performance reviews within established deadlines.
• Travels to each market each least twice per year to visit with local leadership, TMOs and direct team members.

Qualifications

• Bachelors Business Administration/Management, Finance required
• related field required
• 5-7 years banking related experience, preferably with related experience in sales and commercial banking required
• Supervisory, team lead, or other management experience preferred
• Knowledge of cash management products, principles and practices required
• Proficient with Microsoft Office Suite to include: Word, Excel, PowerPoint, and Outlook required
• Excellent interpersonal and customer service skills required
• Demonstrated proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment required
• Demonstrated accuracy and thoroughness required

Position can be remote or hybrid with travel to visit our markets and team members located in each market. Position can also be in-office at any of our bank locations with preference to Phoenix AZ or Denver C as a TPS Hub.

Scheduled Weekly Hours:

40

Time Type:

Full time

The targeted salary for this role is:

$110,324.00 - $143,422.00

You may also be offered incentive compensation, and benefits. Benefits may include Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time Off.  Actual compensation may vary based on geographic location of the specific role as well as work experience, education, and skills of the selected candidate.