Treasury Solutions Analyst Resume Sample
Melany Friesen
811 Stamm Island,
Houston,
TX
+1 (555) 376 0999
Work Experience
Senior Treasury Solutions Analyst
07/2015
-
PRESENT
Philadelphia, PA
- Routing customer request to the appropriate Client Manager (CM) for further analysis
- Utilizing technical knowledge to run pricing/cost benefit models
- Conferring with Client Manager regarding non-standard pricing and negotiation
- Preparing RFPs, presentation documents and assisting CMs in relationship planning, gathering information regarding prospects and updating plans and pipeline as needed
- Supporting and coordinating schedules for Treasury Reviews and Relationship Reviews and assuming responsibility for follow-up and resolution of treasury problems referred
- Partners and facilitates by trouble shooting on treasury related Service Center issues as well as responding to questions from the Service Center
- Obtaining appropriate approval for selected products and ensuring ongoing compliance and monitoring risk related to products and services
- Performing a variety of functions to include preparing schematics, proposal documents, packages, and presentation
Treasury Solutions Analyst
12/2009
-
03/2015
Phoenix, AZ
- Some local travel is necessary
- Skilled in using PC applications including Excel, Word, PowerPoint and Microsoft Outlook
- Supporting and coordinating schedules for Treasury Reviews and Relationship Reviews
- Assuming responsibility for follow-up and resolution of treasury problems referred
- At least one year of experience working with International financial services products and services
- Documented experience preparing RFP responses; including Best and Final Presentations
- Partners to ensure appropriate credit approval is in place for selected products and ongoing compliance
- Performs a variety of sales and marketing functions to include the preparation of account schematics, proposal documents, Treasury Relationship Reviews, and sales presentations
Treasury Solutions Analyst Creb
07/2007
-
07/2009
Boston, MA
- Proven ability to develop an independent viewpoint and present a business case to support conclusions
- Help influence constituencies with diverse views towards consensus
- Treasury Relationship Reviews and sales presentations
- Supporting all activities from sale through implementation
- Overall driving and attainment of Treasury revenue goals
- Understanding of the business challenges facing the bank’s clients, as they relate to International needs. An ability to translate this knowledge into smart business decisions and a robust sales pipeline and process that deepens client relationships and increases market share and wallet penetration
- Identifying potential solutions to client needs as requested or as a result of needs analysis and identification; being an active sales agent within the portfolio
Education
Strayer University - Tampa East Campus
2002 - 2007
Bachelor's Degree in Business
Professional Skills
- Proven experience of strong written and oral communication skills
- Proven ability to develop rapport easily with clients, peers and partners; effective time management and prioritizing skills
- Computer skills, selling skills, and ability to adapt well to change
- Impeccable time management and prioritizing skills
- Proven proactive approach to work, and ability to seek new knowledge and skills
- Strong analytical skills, and use of data to understand our clients and drive opportunity
- Proven experience managing, owning and understanding risk
How to write Treasury Solutions Analyst Resume
Treasury Solutions Analyst role is responsible for digital, finance, credit, research, prioritizing, microsoft, powerpoint, excel, marketing, accounting.
To write great resume for treasury solutions analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Treasury Solutions Analyst Resume
The section contact information is important in your treasury solutions analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Treasury Solutions Analyst Resume
The section work experience is an essential part of your treasury solutions analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous treasury solutions analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular treasury solutions analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Treasury Solutions Analyst resume experience can include:
- Proven, documented experience with treasury management products, services and trends
- Proven ability to work under pressure, and prioritize work as required
- Treasury management/corporate banking experience or successful completion of a financial services development program
- Work experience in a business field – preferably banking or finance
- At least three years of financial services experience, with at least one year in Treasury
- Three years of financial services experience, with at least one year of Treasury
Education on a Treasury Solutions Analyst Resume
Make sure to make education a priority on your treasury solutions analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your treasury solutions analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Treasury Solutions Analyst Resume
When listing skills on your treasury solutions analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical treasury solutions analyst skills:
- Prior GTS/corporate banking experience
- Proven experience providing mentorship to junior team members
- Proven experience prospecting for new business
- Proven experience working in a fast-paced environment as part of a larger team
- Proven experience developing rapport with clients, colleagues and other business partners
- Three years of experience in a financial services environment, with at least one year of Treasury experience
List of Typical Skills For a Treasury Solutions Analyst Resume
1
Skills For Senior Treasury Solutions Analyst Resume
- Impeccable organizational, time management and prioritization skills
- Highly refined organizational skills, with the proven ability to manage multiple projects
- MS proficient, with strong verbal and written communication skills
- Proven experience as an analytical problem solver and the ability to work as an individual as well as a member of a team
- At one of financial services experience
- At least two years of client service and/or sales experience
- Collaborative approach with a proven ability to work across multiple partners both internally and externally to the firm
2
Skills For International Treasury Solutions Analyst Resume
- Experience in preparation of RFP responses and Best and Final Presentations
- Demonstrated ability to analyze issues and develop solutions
- Keeping pipeline current; with closed and pending deals
- Assuming responsibility for follow-up and resolution of problems referred
- Preparing account schematics, proposal documents and sales presentations
- Analytical problem solving and the ability to work as an individual, as well as a member of a team
3
Skills For Treasury Solutions Analyst Business Banking Resume
- Knowledge of the asset management, broker-dealer or banking industries
- Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
- Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs
- Daily email, phone and in-person client communication.Qualifications
- Daily email, phone and in-person client communication
4
Skills For Treasury Solutions Analyst Creb Resume
- Global cash management and treasury product knowledge
- Assuming responsibility for follow-up and resolution of problems referred; Assisting clients in navigating the bank by liaising with the Client Service, Fulfillment, and other partner teams
- Finance, Accounting or related business studies
- Develop rapport easily with clients, peers and partners
- Knowledge of the Investment Management or NBFI markets
- Fluency in Mandarin Chinese and some familiarity with business cultures of Greater China and Southeast Asia
- Passionately curious – drive a culture of better. Help initiate change with constructive solutions. Be able to stretch beyond the role and be receptive to change
5
Skills For Treasury Solutions Analyst Middle Market Resume
- Understand and be on top of market & industry events, news, digital transformation, innovation etc. that is relevant to our business and our clients
- Assist in coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships through identification of client needs
- Able to take initiative with a thoughtful, proactive approach for client resolution based upon past experiences with the client and the client team while ensuring the direction is aligned with the TSO’s goals
- Support TSO’s US and international Treasury sales efforts, attend and contribute to in person client meetings
- Proficient with Outlook, Word, Excel and Powerpoint
- Ensure client issues are routed to Client Service for first pass resolution, remains engaged to support escalations in TSO’s absence
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