Senior Treasury Management Sales Consultant

U.S. Bank • San Francisco, CA

22h • Hybrid

About The Position

Works with bank partners to engage prospective clients, offering tailored, consultative guidance on optimizing cash flow processes and implementing best practices. Builds and nurtures strong relationships with existing customers to drive business growth and ensure exceptional service delivery. Leads impactful sales presentations, showcasing cutting-edge cash management solutions to educate and inspire clients. Identifies opportunities to sell additional U.S. Bancorp products and services that align with customer needs. Collaborates with leadership to craft innovative market strategies and establish clear, ambitious sales objectives. Committed to achieving and surpassing all assigned sales and revenue retention goals. This role is responsible for a national portfolio focused on Higher Education clients. The ideal candidate will be located in Northern California or Oregon and travel will be extensive. The TM Consultant is eligible for TM sales incentive pay. This position also requires 10 or more hours of driving per week.

Requirements

• Bachelor's degree, or equivalent work experience
• 10 or more years of related experience
• Extensive knowledge of treasury management products
• Thorough knowledge of the organization and its products, services and operations
• Strong sales and new business development skills
• Excellent customer service/relations skills
• Excellent presentation, verbal and written communication skills

Responsibilities

• Contacts prospective customers to provide consultative advice on current cash flow practices in order to develop treasury management business
• Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business
• Prepares sales presentations, explains services offered, and recommends solutions which would benefit clients
• Identifies opportunities to sell other U.S. Bancorp products and services to meet customer needs
• Assists management in developing a market strategy and in setting sales objectives
• Responsible for meeting or exceeding all assigned sales and revenue retention goals
• Assists in the design and oversees the proper installation of treasury management services
• Assists management in the development of new services or the modification of existing services

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior