U.S. Bank

Sales Analyst

U.S. Bank

full-time

Posted on:

Location Type: Hybrid

Location: Milwaukee • California • Wisconsin • United States

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Salary

💰 $86,360 - $101,600 per year

About the role

  • The TM Sales Analyst (SA) is a key contact for Treasury Management customers.
  • The SA for complex corporate account relationships serves as the primary back-up to Treasury Management Consultants (TMCs) and assists with the selling of treasury management solutions and the management of the overall sales process.
  • Ensure that optimal levels of services are made available.
  • Assist TMCs in revenue-generating activities and providing primary client support through direct personal contact with customers.
  • Manage all pricing functions and new pricing requests.
  • Compile and analyze detailed pricing information, providing pricing comparisons based on findings.
  • Assist with reviewing, participating and providing feedback for RFP/proposal content, client responses.
  • Analyze multiple resources and tools to fully understand the customer's complex needs and desired output.
  • Facilitate and manage deal development process by collecting, inputting and monitoring client data through the deal team life cycle.
  • Assist TMC with updating CRM tool to maintain accurate deal/client information.
  • Gather necessary client information and prepare documentation for pre-sale activities.
  • Provide post-sale implementation support as appropriate.
  • Engage with TMC on data mining activities to identify untapped revenue opportunities and predict future trends.
  • Participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services.
  • Participate in key relationship reviews when applicable.

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.
  • Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services.
  • Excellent professional communication and written presentation skills.
  • Self-motivated, 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Treasury Management productspricing analysisdata miningRFP/proposal content reviewclient documentation preparationsales process managementrevenue generationcross-sellingcustomer needs analysisdeal development
Soft Skills
professional communicationwritten presentationself-motivationcritical thinkingnegotiationproblem solvingdecision makingtime managementadaptabilityprioritization