Treasury Management Sales Analyst

In the role of Treasury Management Sales Analyst (TMA), you are responsible for partnering with Treasury Management Sales Consultant(s), (TMC). You will serve as the primary sales support contact to the TMC in assisting with Treasury Management sales related activities within a Community & Business Banking, and/or Middle Market portfolio and in an assigned region
 
Functions

* Prepare customized sales proposals, account schematics and proformas. You are to execute and manage treasury management service agreement, and other client-facing sales related documentation to promote the sale.
* Responsible for owning post-sale activities such as implementation for domestic and international treasury solution implementations, CRM system input, accuracy of sales data, and joining implementation meetings for complex/ongoing implementations. You'll ensure that the implementation and delivery of solution is completed within agreed upon timeframes and within our service level agreements (SLAs).
* Identify and cross-sell treasury management solutions through needs analysis approach and use of bank leads technology (USLs). You are to follow up by phone, or virtually on sales referrals from Community & Business Banking and/or Middle-Market bankers with your TMC.
* Responsible for follow up and resolution of problems; billing issues, assisting clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner teams to provide a prompt response.
* Lead post-implementation client review process and report status to TMC and relationship team within 30-60-90 days; deliver sales recommendations based on status. Collaborate with TMC, technical consultant, business partners, and relationship team in the completion of working capital analysis and Request for Proposals (RFPs).
* Responsible for attending banker education with your TMC(s), and/or Ask the Expert Series, at least one meeting, per quarter in the annual year.
* Assist with annual re-pricing initiatives by partnering with the TMC, and billing team to ensure existence of exception pricing for respective client accounts, and performing system inputs of approved and new exception pricing
* Lead and schedule team (POD) meetings with your assigned TMC(s), Implementation Specialist(s), Technical Solutions Consultant, and Support Specialist(s) on a regular basis.
* Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
* Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position
* May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Qualifications
* Advanced working knowledge of Treasury Management pre-sale/post-sale processes, products, operational procedures, documentation, practices, and policies.
* Extensive knowledge of commercial banking products and services, mitigating risk, and applicable laws and regulations.
* Excellent professional verbal and written communication skills with the ability to effectively communicate with professionals at all levels; adequately knows how to assemble internal teams and resources.
* Proven record of strong customer service skills, analytical skills, interpersonal and organization skills with ability to manage complex issues and use good judgement in decision making.
* Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong analytical and quantitative skills.
* Demonstrated interest/ambition to develop into an individual sales contributor.
* Possess time management, organizational and problem-solving skills with proven ability to multitask and meet deadlines in a fast-paced environment.
* High School Diploma or GED, required
* Bachelor's Degree in accounting, financing, or general business, preferred.
 
Physical Requirements and Working Conditions

Work involves:
* Sitting
* Occasional walking
* Lifting to 10 pounds
* Office Environment
 
Travel:
* Occasional

No relocation is offered.
 
About Us

We do things a little differently here at Umpqua. Our retail stores serve as community hubs, our associates are given up to 40 hours of volunteer time each year, and we're never satisfied with the status quo. Greatness has no finish line, so we continue every day to keep people at the center of everything we do. We focus on building relationships, understanding our customers' needs, and connecting to people in new and innovative ways -- always staying true to our mission of providing personalized banking for all people, whenever and however they prefer to bank.

Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.