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Global Treasury Management Sales Analyst
3 months ago
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
The Global Treasury Management (GTM) Sales Analyst will:
- Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output.
- Manage all pricing functions and new pricing requests. Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings.
- Assist TMC in reviewing, participating and providing feedback in documenting the strategy and preparation of RFP/proposal content, review and coordination of client responses.
- Facilitate and manage deal development process by collecting, inputting and monitoring client data through the deal team life cycle.
- Create and update pipeline opportunities in sales tool. Assist TMC ramping opportunities by maintaining current and accurate client information.
- Gathers necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and services.
- Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends.
- In collaboration with the TMC, participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services. Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services.
- May participate in Working Capital customer engagement and creation of client materials.
- Appropriately initiates actions necessary to meet client needs without explicit management direction or guidance. Uses good judgment in determining when management involvement is required.
- Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development.
- Participate in key relationship reviews when applicable. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.
- Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.
**Basic Qualifications**:
- Bachelor's degree, or equivalent work experience
- Two or more years of relevant experience
**Preferred Qualifications**:
- Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use.
- Excellent professional communication and written presentation skills.
- Strong critical thinking, negotiation, problem solving and decision-making skills.
- Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision.
**Location**:
**_ The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days._***
**Benefits**:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
- 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
**EEO is the Law**
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
