Sales Support Analyst

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States. 

Job Summary:

We are looking for a Sales Support Analyst to join our Pennsylvania team. Our firm offers a unique balance of ample opportunities for professional growth while maintaining close connections across all levels of our organization. This role is a hybrid in-person (3 days a week) and remote work from home position (2 days a week) based in Lancaster, PA. Relocation is not provided.  

In this role, you will support the organization through engagement with our relationship management/sales team and interface with various internal departments. Additionally, interaction with our clients will be required. You will be instrumental in maintaining robust relationships with local governments by working on behalf of our Pennsylvania School District Liquid Asset Fund (PSDLAF) brand.

Duties/Responsibilities:

o   Triage and investigate inbound client inquires and collaborate with appropriate parties to resolve all items.

o   Be able to effectively communicate with internal and external banking partners.

o   Assist in implementing state-of-the-art fraud prevention and reconciliation services for current and new clients.

o   Assist Client with third party website questions and setup. 

o   Maintain customer account activity by processing requested deposits, payments, and other banking related transactions.

o   Identify trends in customer items and recommend process improvements.

o   Escalate complex or high-risk cases to management when necessary

Required Skills/Abilities:

o   Excellent motivational skills and work well with a team but also able to work alone

o   Strong communication and interpersonal skills and dedication to customer satisfaction

o   Excellent time management and organizational skills and the ability to multitask and prioritize

o   Ability to pay strong attention to detail

o   Strong working knowledge of MS Office applications and related technologies. 

o   Unwavering integrity and the ability to instill confidence in clients and colleagues. 

Education and Experience: 

o   High school diploma is required but an associate or bachelor’s degree in business or related field is preferred

o   Prior banking experience a plus.