Treasury Management Sales Analyst

1 month ago

Portland, United States Umpqua Bank Full time

Umpqua Bank Treasury Management Sales Analyst in Portland, Oregon

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 in an assigned region. Responsibilities include: 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 a needs analysis approach. Follow up on sales referrals from Community & Business Banking and/or Middle-Market bankers. Resolve problems and billing issues by liaising with Client Service, Account Analysis, and other partner teams. Lead post-implementation client review process and report status to TMC and relationship team. Attend banker education sessions with TMC(s) at least once per quarter. Assist with annual re-pricing initiatives by partnering with TMC and billing team. Lead and schedule team meetings with assigned TMC(s), Implementation Specialist(s), 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, and other applicable regulations. Actively learn and foster the Umpqua corporate culture in all actions and words. Take personal initiative and be a positive example for others. 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 verbal and written communication skills with the ability to effectively communicate with professionals at all levels. 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/ambition to develop into an individual sales contributor. Possess time management, organizational, and problem-solving skills with the ability to multitask and meet deadlines in a fast-paced environment. 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 - $35.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors. We offer eligible associates comprehensive healthcare coverage, a 401(k)-retirement savings plan with employer match, life insurance, disability insurance, tuition assistance, and more. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.

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