Umpqua Bank Treasury Management Sales Analyst in Roseville, California
Description
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
The Treasury Management Sales Analyst (TMA) is responsible for partnering with Treasury Management Sales Consultant(s) (TMC). The TMA role 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.
- Prepare customized sales proposals, account schematics, and proformas.
- Execute and manage treasury management service agreements and other client-facing sales related documentation.
- Collaborate with TMC, technical consultant, business partners, and relationship team in the completion of Treasury Management Relationship Reviews, Working Capital Analysis, and Request for Proposals (RFPs).
- Own 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.
- Identify and cross-sell treasury management solutions through needs analysis and use of bank leads technology (USLs).
- Follow up by phone or virtually on sales referrals from Community & Business Banking and/or Middle-Market bankers.
- Responsible for follow up and resolution of problems, billing issues, and assisting clients in navigating the bank.
- Lead post-implementation client review process and report status to TMC and relationship team.
- Attend banker education with TMC(s) and/or Ask the Expert Series.
- Assist with annual re-pricing initiatives by partnering with TMC and billing team.
- Lead and schedule team (POD) meetings with your assigned TMC(s), Implementation Specialist(s), Technical Solutions Consultant, and Support Specialist(s).
- Demonstrate compliance with all bank regulations for assigned job function.
- Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations.
- Actively learn, demonstrate, and foster the Umpqua corporate culture in all actions and words.
- May perform other duties as assigned.
About You:
- Bachelor’s degree in accounting, finance, or general business (preferred).
- 2-4 years of experience in Treasury Management Sales, Sales Support, or other business-related experience (required).
- 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.
- Proven record of strong customer service skills, analytical skills, interpersonal and organizational skills.
- Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools.
- Demonstrated interest/ambition to develop into an individual sales contributor.
- Possess time management, organizational, and problem-solving skills.
Workstyle: Fully onsite
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $25.00 - $38.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location.
Our Commitment to Diversity:
Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.
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