Treasury Management Sales Analyst Position

2 days ago


Seattle, Washington, United States Umpqua Bank Full time
About the Role:

The Treasury Management Sales Analyst is a key position that partners with Treasury Management Sales Consultants to drive sales growth and support clients.

This role is responsible for assisting with treasury management sales activities, preparing customized sales proposals, account schematics, and proformas, and executing sales-related documentation. Additionally, the Treasury Management Sales Analyst collaborates with various teams to complete Relationship Reviews, Working Capital Analysis, and Request for Proposals (RFPs).

Responsibilities also include owning post-sale activities such as implementation, CRM system input, sales data accuracy, and participating in complex/ongoing implementations. The goal is to ensure timely completion of solutions within agreed-upon timeframes and service level agreements (SLAs).

Key skills include strong customer service skills, analytical skills, interpersonal and organization skills, and the ability to manage complex issues. Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong analytical and quantitative skills are also essential.

This role requires a proven record of sales support experience, with a preference for Treasury Management Sales or related business experience. A bachelor's degree in accounting, finance, or general business is preferred, along with advanced working knowledge of treasury management pre-sale/post-sale processes, products, operational procedures, documentation, practices, and policies.

The salary range for this role is $25.00 - $38.00 per hour, with performance-based incentive compensation available. Comprehensive benefits, including health coverage, 401(k) plan, employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, online discount marketplace access, and paid time off, are also offered.

Benefits Highlights:

  • Competitive hourly rate: $25.00 - $38.00
  • Performance-based incentive compensation
  • Comprehensive health coverage
  • 401(k) retirement savings plan with employer match
  • Employee assistance program
  • Life insurance and disability insurance
  • Tuition assistance
  • Mental health resources and identity theft protection
  • Legal support and auto/home insurance
  • Pet insurance and online discount marketplace access
  • Paid time off and holidays


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