Treasury Management Sales Analyst
UMB Bank
full-time
Posted on:
Location Type: Hybrid
Location: New Mexico • 🇺🇸 United States
Visit company websiteSalary
💰 $51,480 - $99,330 per year
Job Level
Mid-LevelSenior
About the role
- Support the Treasury Management Officers (TMOs) in growing TM revenue
- Responsible for the creation, analysis, and delivery of proposals, RFPs, and sales presentations
- Perform pre-call planning, preparation, and participate in joint sales calls with TMOs and Commercial Bankers
- Provide a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks
- Maintain and deliver reporting and metrics; manage all aspects of sales support in the sub lines of business
- Develop proformas, proposals, and customer profitability analysis for Treasury opportunities
- Prepare pre-call planning prep and materials for TM client and prospect meetings
- Coordinate proposal responses and work across business lines
- Participate in sales calls with the Commercial Bankers and TMOs
- Lead onboarding discussions and provide sales demos for Treasury and Payment Solutions applications
- Coordinate onboarding of new accounts and new TM services for both new and existing clients
- Coordinate exception pricing updates
- Review account analysis after deals are closed to ensure billing is correct
- Create comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations
- Assist with Fraud Mitigation Discussion and coordinate onboarding of positive pay solutions for clients with fraud occurrences
- Serve as designated backup to the TMO
Requirements
- Bachelor's degree in Business Administration/Management or Finance
- 1-3 years related experience, preferable in sales, sales support and/or commercial banking
- Basic knowledge of cash management products, commercial card products, principles and practices
- Proficiency with Microsoft Office Suite to include Word, Excel, PowerPoint, and Outlook
- Good interpersonal and customer service skills
- Proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment and demonstrate accuracy and thoroughness.
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash management productscommercial card productssales supportcustomer profitability analysisproposal creationRFP analysissales presentationsreporting and metricsrelationship reviewsfraud mitigation
Soft skills
interpersonal skillscustomer service skillsorganizational skillsprioritizationadaptabilityaccuracythoroughness
Certifications
Bachelor's degree in Business AdministrationBachelor's degree in ManagementBachelor's degree in Finance