Treasury Management Sales Analyst

U.S. Bank • Nashville, TN

2d • $75,820 - $89,200 • Hybrid

About The Position

This position is a key contact for Treasury Management customers and is responsible for ensuring that optimal levels of services are made available. Assists Treasury Management Sales Consultants (TMC) in revenue-generating activities and provides primary client support through direct personal contact with customers. Responsibilities include: Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output. Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings. Assist with preparation of RFP/proposal content, review and coordination of client responses. Assist TMC in deal development by collecting, inputting and monitoring client data through the deal team life cycle. Gather necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and service. Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends. Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development. May accompany Sales Representatives or Relationship Managers on sales calls to gain knowledge and experience.

Requirements

• Bachelor's degree in Finance or Accounting, or equivalent work experience
• Three to five years of experience in Treasury Management sales support or project management

Nice To Haves

• Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use
• Excellent analytical and problem-solving skills and attention to detail
• Excellent professional communication and written presentation skills
• Strong critical thinking, negotiation, and decision-making skills
• Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Responsibilities

• Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output.
• Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings.
• Assist with preparation of RFP/proposal content, review and coordination of client responses.
• Assist TMC in deal development by collecting, inputting and monitoring client data through the deal team life cycle.
• Gather necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and service.
• Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends.
• Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development.
• May accompany Sales Representatives or Relationship Managers on sales calls to gain knowledge and experience.

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: Mid Level