Treasury Management Sales Analyst

Role Overview

• Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output.
• Manage all pricing functions and new pricing requests.
• Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings.
• Leading client discussions on less complex pricing requests.
• Assist TMC in reviewing, participating and providing feedback in documenting the strategy and preparation of RFP/proposal content, review and coordination of client responses.
• Co-lead process with TMC where applicable.
• Facilitate and manage deal development process by collecting inputting and monitoring client data through the deal team life cycle.
• Create and update pipeline opportunities in sales tool.
• Assist TMC ramping opportunities by maintaining current and accurate client information.
• Gathers necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and services.
• Assist TMC in managing the Implementation process when applicable.
• Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends.
• May work independently on small revenue generating projects.
• In collaboration with the TMC, participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services.
• Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services.
• May participate in Working Capital customer engagement and creation of client materials.
• Appropriately initiates actions necessary to meet client needs without explicit management direction or guidance.
• Uses good judgment in determining when management involvement is required.
• Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development.
• Participate in key relationship reviews when applicable.
• Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.
• Actively participates in any required corporate and business line training in these areas.
• Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position.
• Actively works with customers to understand each customer's normal account activity, as appropriate for this position.

Requirements

• Bachelor's degree, or equivalent work experience
• Three or more years of relevant experience
• Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use.
• Excellent professional communication and written presentation skills.
• Strong critical thinking, negotiation, problem solving and decision-making skills.
• Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision.
• High level of technological ability, especially Microsoft Office applications.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law