U.S. Bank
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Treasury Management Sales Analyst
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U.S. Bank At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Job Description The GTM Sales Analyst (SA) is a key contact for Treasury Management customers. As a SA for complex corporate account relationships, they serve as the primary back-up to Treasury Management Consultants (TMCs) and assist with the selling of treasury management solutions and the management of the overall sales process. The SA is responsible to ensure that optimal levels of services are made available. Assisting TMCs in revenue-generating activities and providing primary client support through direct personal contact with customers is expected. Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output. Manage all pricing functions and new pricing requests. Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings. Leading client discussions on less complex pricing requests. Assist TMC in reviewing, participating and providing feedback in documenting the strategy and preparation of RFP/proposal content, review and coordination of client responses. Co-lead process with TMC where applicable. Facilitate and manage deal development process by collecting inputting and monitoring client data through the deal team life cycle. Create and update pipeline opportunities in sales tool. Assist TMC ramping opportunities by maintaining current and accurate client information. Gathers necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and services. Assist TMC in managing the Implementation process when applicable. Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends. May work independently on small revenue generating projects. In collaboration with the TMC, participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services. Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services. May participate in Working Capital customer engagement and creation of client materials. Appropriately initiates actions necessary to meet client needs without explicit management direction or guidance. Uses good judgment in determining when management involvement is required. Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development. Participate in key relationship reviews when applicable. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Basic Qualifications Bachelor's degree, or equivalent work experience Three or more years of relevant experience Preferred Skills 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. 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 U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories.
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Treasury Management Sales Analyst
role at
U.S. Bank At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Job Description The GTM Sales Analyst (SA) is a key contact for Treasury Management customers. As a SA for complex corporate account relationships, they serve as the primary back-up to Treasury Management Consultants (TMCs) and assist with the selling of treasury management solutions and the management of the overall sales process. The SA is responsible to ensure that optimal levels of services are made available. Assisting TMCs in revenue-generating activities and providing primary client support through direct personal contact with customers is expected. Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output. Manage all pricing functions and new pricing requests. Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings. Leading client discussions on less complex pricing requests. Assist TMC in reviewing, participating and providing feedback in documenting the strategy and preparation of RFP/proposal content, review and coordination of client responses. Co-lead process with TMC where applicable. Facilitate and manage deal development process by collecting inputting and monitoring client data through the deal team life cycle. Create and update pipeline opportunities in sales tool. Assist TMC ramping opportunities by maintaining current and accurate client information. Gathers necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and services. Assist TMC in managing the Implementation process when applicable. Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends. May work independently on small revenue generating projects. In collaboration with the TMC, participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services. Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services. May participate in Working Capital customer engagement and creation of client materials. Appropriately initiates actions necessary to meet client needs without explicit management direction or guidance. Uses good judgment in determining when management involvement is required. Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development. Participate in key relationship reviews when applicable. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Basic Qualifications Bachelor's degree, or equivalent work experience Three or more years of relevant experience Preferred Skills 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. 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 U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories.
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