Divisional Sales Director
Ameriprise Financial Services, LLC
Treasury Management Sales Analyst
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Minneapolis • Colorado, Minnesota, Oregon, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $81,515 - $95,900 per year
Job Level
Mid-LevelSenior
About the role
- Serve as key contact and primary back-up to Treasury Management Consultants for complex corporate account relationships
- Assist with selling treasury management solutions and manage overall sales process
- Analyze multiple resources to understand customer needs and desired output
- Manage all pricing functions and new pricing requests; compile and analyze pricing information and lead client discussions on less complex pricing requests
- Assist in reviewing and preparing RFP/proposal content and client responses; co-lead process with TMC where applicable
- Facilitate and manage deal development by collecting, inputting and monitoring client data through deal lifecycle
- Create and update pipeline opportunities in sales tool and maintain accurate client information
- Prepare documentation to support pre-sale activities and assist with implementation process when applicable
- Identify revenue generating opportunities by analyzing data and may work independently on small projects
- Provide feedback to Sales, Product and Operations regarding product success/deficiencies and participate in key relationship reviews
- Ensure compliance with ethics, AML, BSA, information security and suspicious activity reporting requirements
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
- Excellent professional communication and written presentation skills
- 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
- Compliance with Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements
- Ability to follow account opening procedures and internal suspicious activity referral processes
- Ability to comply with U.S. Bank policies, background checks, and potential registrations (FINRA, NMLS, Reg Z, OFAC, etc.)
- Participation in required corporate and business line training
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 (one hour for every 30 worked, up to 80 hours per calendar year)
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
- Disability accommodation during application/hiring process
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Treasury Management productspricing analysisRFP preparationdata analysisdeal lifecycle managementpipeline managementpre-sale documentationnegotiationproblem solvingdecision making
Soft skills
professional communicationwritten presentationcritical thinkingtime managementadaptabilityprioritizationindependencecollaborationfeedback provisionrelationship management
Certifications
FINRANMLSReg ZOFAC