Note: The job is a remote job and is open to candidates in USA. Arvest Bank is a financial institution focused on helping people find financial solutions for life. The TMPS Sales Analyst 1 supports Treasury Management & Payment Solutions sales advisors through sales material development, data analysis, client onboarding, proposal preparation, and risk management coordination.
Responsibilities
- Support TMPS Sales Advisors: Customize established templates to create custom sales materials like pricing pro formas, legal agreements, proposals, and pitch books for multiple assigned TMPS Sales Advisors. Success is measured by the financial performance of supported Advisors against their annual sales goals
- Leverage Centralized Teams: Leverage specialized internal teams such as TMPS Sales Enablement, Onboarding, Risk Management, and Technical Sales to maximize efficiency
- Sales Contracts & CFB Discipline: Prepare initial sales contracts for review, adhering to the Client Focused Banking (CFB) discipline in all sales support activities
- Client Onboarding & Installation: Work with TMPS Sales Advisors to coordinate the onboarding, setup, and installation for new TMPS, merchant or card payable products
- Client & Portfolio Analysis: Perform data gathering and analysis to uncover unmet client needs, utilizing templates, navigating risk management or other projects, and established reports or lists for meaningful sales insights
- Develop Custom Client Materials: Create solution reviews, process flows, and account schematics for top clients, including detailed analysis for large accounts in alignment with strategic objectives
- Manage Client Interactions: Handle client interactions, onboarding, and service requests traffic virtually and in Advisors' absence. Monitor team group email folders to qualify, process, and distribute client requests, potentially for clients
- Initiate & Track Onboarding Activities: Initiate and track client onboarding activities as appropriate in the sales process. Coordinate necessary escalations with Sales Advisors, Technical Sales, and Onboarding
- Facilitate Risk Management: Ensure all policy-required risk management activities are completed on time, including submission of client contracts, portfolio reviews, Automated Clearing House (ACH) Operational Risk Limit Reviews, Remote Deposit Capture (RDC) Policy required monitoring and other risk management projects as requested
- Maintain Expert Product Knowledge & Lead RFPs: Build knowledge of all TMPS products and services to enable sales. Coordinate with Sales Advisors to produce final Request For Proposal (RFP)s, including responses, pricing, and executive summaries
- Risk Management and Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes, but is not limited to, complete compliance training and adherence to internal procedures and controls; reporting any known violations of compliance policies, laws, or regulations; and reporting any suspicious customer, client, and/or account activity
Skills
- Incumbent should reside within the Arvest 4 State Operational Footprint (AR, KS, MO, OK) in order to be considered
- Availability is needed Monday through Friday 8:00 am to 5:00 pm with ability to work additional hours as needed
- • Bachelor's degree in a business-related field (Finance, Economics, Accounting, etc.) or equivalent related work experience with banking solutions
- • Relevant military experience is considered for veterans and transitioning service members
- Regular attendance is an essential function of the job. The associate must be able to travel occasionally by themselves within the US, possibly overnight
- • Demonstrated interest or knowledge of TMPS solutions
- • Strong analytical and problem-solving skills
- • Arvest experience
- • Prior experience with business and commercial clients
- • Bilingual skills in Spanish
Benefits
- A comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits.
- Significant professional growth.
- Associates are engaged, rewarded for performance, and encouraged to grow professionally and personally.
- An excellent benefits package.
Company Overview