Treasury Management Sales Analyst
Corporate Treasury
Location: Seattle, Washington; Phoenix, Arizona; Tacoma, Washington
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. 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.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. We are eager to meet candidates who demonstrate behaviors that align with our core values: 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 serves 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.
Responsibilities:
- Prepare customized sales proposals, account schematics, and proformas.
- Execute and manage treasury management service agreements and other client-facing sales documentation.
- Collaborate with TMC, technical consultants, business partners, and relationship teams 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, and accuracy of sales data.
- Identify and cross-sell treasury management solutions through needs analysis.
- Follow up on sales referrals from Community & Business Banking and/or Middle-Market bankers.
- Resolve problems and assist clients by liaising with Client Service, Account Analysis, and other partner teams.
- Lead post-implementation client review processes and report status to TMC and relationship teams.
- Attend banker education sessions and Ask the Expert Series at least once per quarter.
- Assist with annual re-pricing initiatives.
- Lead and schedule team meetings with assigned TMC(s) and other specialists.
- Demonstrate compliance with all bank regulations and policies.
- Maintain a working knowledge of Bank's written policies and procedures.
- Actively learn and foster the Umpqua corporate culture.
- 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 processes, products, and operational procedures.
Excellent verbal and written communication skills.
Proven record of strong customer service skills, analytical skills, and organizational skills.
Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, and Virtual Technology Tools.
Demonstrated interest in developing into an individual sales contributor.
Strong 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, dependent upon job-related knowledge, skills, 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.
If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]
#J-18808-Ljbffr
