Treasury Management Sales Analyst
Treasury Management Sales Analyst
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$ 51480 - 99330
1 Vacancy
Job Description
TREASURY MANAGEMENT SALES ANALYST-Kansas City/Hybrid
(Note: This role is based in Kansas City and the Associate is expected to be in the office 3 days per week.)
Under general direction the Treasury Management (TM) Sales Analyst supports the Treasury Management Officers (TMOs) in growing TM revenue. This position is responsible for the creation analysis and delivery of proposals RFPs and sales presentations. The TM Sales Analyst performs pre-call planning preparation and participates in joint sales calls with TMOs and Commercial Bankers. The TM Sales Analyst provides a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.
Primary Responsibilities
Develops proformas proposals and customer profitability analysis for Treasury opportunities
Prepares pre-call planning prep and materials for TM client and prospect meetings
Coordinates proposal responses and works across business lines to gather response information
Participates on sales calls with the Commercial Bankers and TMOs to ensure a working knowledge of customer base and act as backup for complex client relationships and onboardings
Leads Onboarding Discussions and provides sales demos for Treasury and Payment Solutions applications
Coordinates Onboarding of new accounts and new TM services for both new and existing clients
Coordinates exception pricing updates
Reviews account analysis after deals are closed to ensure that new clients and services are billing properly
Creates comprehensive Relationship Reviews including account structure industry updates and product/service recommendations
Assists with Fraud Mitigation Discussion and coordinates onboarding of positive pay solutions for clients that have a fraud occurrence; Serves as the designated backup to the TMO and assists customers as appropriate
Refer and/or cross-sell TM products that result in client relationship product penetration ratio growth YoY through review for opportunities during preparation of account & TM relationship reviews TM proformas and client proposals or identify opportunities during direct client interaction
Communicates client service channels and foster partnership amongst teams
Coordinates and prepares materials for internal meetings such as pre-call planning or team updates on process changes
Monitors weekly Salesforce dashboards and resolves discrepancies between sales opportunities and implementations
Attends regular pipeline meetings with TMOs to prepare for next stage of sales support for each sales opportunity identified
SME in account and treasury management solutions pricing and client onboarding; Maintains a thorough knowledge of all applicable compliance laws and regulations including but not limited to BSA/AML/OFAC/CRA consumer compliance etc.
Understands and communicates the sales culture and vision within each member bank; Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function
Qualifications
Bachelors degree in Business Administration/Management or Finance preferred
1-3 years related experience preferable in sales sales support and commercial banking
Basic knowledge of cash management products commercial card products principles and practices
Proficient 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 demonstrates accuracy and thoroughness
Compensation Range:
$51480.00 - $99330.00The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related factors. In addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical dental vision and other insurance coverage; health savings flexible spending and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
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Required Experience:
IC
Employment Type
Full-Time
