Treasury Management Sales Analyst

U.S. Bank National AssociationInglewood, CA
$86,530 - $101,800Hybrid

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.

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
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