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UMB Bank · 2 weeks ago

Treasury Management Sales Analyst

Bernalillo County, NM

Full-time

Onsite

Entry Level

$51K/yr - $99K/yr

1+ years exp

UMB Bank is seeking a Treasury Management Sales Analyst to support the Treasury Management Officers in growing TM revenue. This role involves the creation and delivery of proposals, RFPs, and sales presentations while providing high-level internal customer support and managing various aspects of sales support.

BankingFinanceFinancial Services

Responsibilities

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 works across business lines to gather response information

Participate in 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

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

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

Communicate 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

Qualification

Cash management productsSales support experienceProposal developmentMicrosoft Office SuiteCustomer service skillsInterpersonal skillsOrganizational skillsAdaptability

Required

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