U.S. Bank · 3 days ago
Treasury Management Sales Associate 2
Walnut Creek, CA
Full-time
Hybrid
Entry Level
$31.30/hr - $41.73/hr
1+ years expU.S. Bank is currently seeking a strong candidate to join their team as a Treasury Management Sales Associate. The role involves assisting Treasury Management Payments Consultants in revenue generating activities and overseeing the implementation of banking services for corporate customers.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Assist customers with implementation documentation to ensure a smooth implementation of new banking services
Identify opportunities to deepen existing customer relationships by offering solutions to meet identified needs
Understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems and general inquiries
Work completed in a neat, efficient and accurate manner
Plan, organize and prioritize work to meet deadlines
Foster collaboration with other groups by building credibility and trust
May accompany TMPC on customer calls
Qualification
Required
Bachelor's degree or equivalent work experience
One to three years of relevant experience, preferably in banking and/or customer service
Preferred
Basic knowledge of treasury management products
Ability to identify and resolve/escalate problems with minimal guidance
Strong professional verbal and written communication skills
Strong customer service skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Existing knowledge of U.S. Bank platforms a plus
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase