Treasury Management Sales Associate 2

U.S. Bank National AssociationWalnut Creek, CA
15d$31 - $42Hybrid

About The Position

U.S. Bank is currently seeking a strong candidate to join our team of professionals as a Treasury Management Sales Associate (TMSA). The TMSA will assist the Treasury Management Payments Consultants (TMPC) in revenue generating activities and collaborate with Treasury Management Implementation to oversee facilitation of implementing banking services for corporate customers. General responsibilities include: Assist customers with implementation documentation to ensure a smooth implementation of new banking services. Identify opportunities to deepen existing customer relationships by offering solutions to meet identified needs. Understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems and general inquiries. Work completed in a neat, efficient and accurate manner. Plan, organize and prioritize work to meet deadlines. Foster collaboration with other groups by building credibility and trust. May accompany TMPC on customer calls.

Requirements

  • Bachelor's degree or equivalent work experience
  • One to three years of relevant experience, preferably in banking and/or customer service

Nice To Haves

  • Basic knowledge of treasury management products
  • Ability to identify and resolve/escalate problems with minimal guidance
  • Strong professional verbal and written communication skills
  • Strong customer service skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Existing knowledge of U.S. Bank platforms a plus

Responsibilities

  • Assist customers with implementation documentation to ensure a smooth implementation of new banking services.
  • Identify opportunities to deepen existing customer relationships by offering solutions to meet identified needs.
  • Understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems and general inquiries.
  • Work completed in a neat, efficient and accurate manner.
  • Plan, organize and prioritize work to meet deadlines.
  • Foster collaboration with other groups by building credibility and trust.
  • May accompany TMPC on customer calls.

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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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

1,001-5,000 employees

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