Current jobs related to Treasury Management Sales Analyst - Liberty Lake, Washington - Umpqua Bank

  • Business Analyst

    3 weeks ago

    Liberty Lake, Washington, United States F5 Full time

    Business Analyst Job DescriptionF5 is committed to delivering a better digital world to our customers. As a Business Analyst, you will play a crucial role in empowering our teams to create, secure, and run applications that enhance our customers' experiences.Key ResponsibilitiesDesign and develop data solutions, including ad hoc analysis and data...

  • Technical Support Analyst

    4 weeks ago

    Liberty Lake, Washington, United States VOLT Management Full time

    Elevate Your Career with VoltVolt is actively seeking skilled IT Support Specialists to join our dynamic team.Key Responsibilities:Deliver technical assistance to both internal and external users regarding software, applications, hardware, and telecommunications issues.Troubleshoot essential banking applications, Microsoft software, hardware malfunctions,...

  • Technical Support Analyst

    4 weeks ago

    Liberty Lake, Washington, United States VOLT Management Full time

    Elevate Your Career with VoltVolt is actively seeking IT Support Specialists to provide exceptional service in a dynamic environment.Key Responsibilities:Deliver support services to both internal and external users for issues related to software, applications, hardware, and telecommunications. Diagnose and resolve problems with core banking applications,...

  • Outside Parts Sales Representative

    2 weeks ago

    Moses Lake, Washington, United States Kenworth Sales Full time

    Job Summary:The Outside Parts Sales Representative is responsible for soliciting parts sales from new and established customers in assigned sales territories. This role requires maintaining market penetration, completing paperwork, and assisting customers with any issues related to parts sales.Duties and Responsibilities:Solicit sales of truck parts to...

  • PacLease Rental Sales Representative

    2 weeks ago

    Liberty Lake, Washington, United States PTC of Tennessee, LLC Full time

    Job Title: PacLease Rental Sales RepresentativeJob Type: Full-timeDescription:The Dobbs Truck Group is a growth-oriented company that expands its operations and customer base through a high-quality team of employees. With 25 commercial truck dealerships across two operating companies - Dobbs Peterbilt and Western Truck Center - we represent some of the best...

  • Commercial Relationship Manager II

    2 weeks ago

    Moses Lake, Washington, United States Banner Bank Full time

    About the RoleWe are seeking a highly skilled Commercial Relationship Manager II to join our team at Banner Bank. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with business clients, providing a range of commercial credit and treasury management services, and driving business growth through...

  • Medical Staff Coordinator

    2 weeks ago

    Medical Lake, Washington, United States State of Washington Full time

    Job Title: Medical Staff Coordinator - Management Analyst 4We are seeking a highly skilled Medical Staff Coordinator - Management Analyst 4 to join our team at the Department of Social and Health Services. As a key member of our team, you will be responsible for managing Practitioner Credentialing, Clinical Privileging, and Provider Enrollment processes.Key...

  • Sales and Reception Team Member

    2 weeks ago

    Liberty Lake, Washington, United States Bretz RV & Marine Full time

    Job SummaryBretz RV & Marine is seeking a highly organized and customer-focused Receptionist to join our team in Liberty Lake, Washington. As the first point of contact for our customers, you will be responsible for providing exceptional service, answering phone calls, and handling administrative tasks with a high level of professionalism.Key...

  • Finance and Insurance Manager

    2 weeks ago

    Liberty Lake, Washington, United States Bretz RV & Marine Full time

    Job Title: Finance and Insurance ManagerAt Bretz RV & Marine, we're seeking a seasoned Finance professional to join our team in Liberty Lake. As a Finance & Insurance Manager, you'll play a crucial role in producing additional revenue for the dealership by selling finance and insurance programs to new and used RV and boat customers.We offer a competitive pay...

  • Strategic Channel Growth Manager

    7 days ago

    Liberty Lake, Washington, United States Alarm Full time

    Unlock Revenue Growth for OpenEye's Channel PartnersAt OpenEye, the Cloud Video Platform, we're on a mission to revolutionize commercial video management systems with innovative cloud-centric software solutions. As a key member of our growing team in Liberty Lake, WA, the Strategic Channel Growth Manager will play a pivotal role in driving revenue growth and...

  • Enterprise Client Executive

    1 month ago

    Liberty Lake, Washington, United States Itron Full time

    {"Job Title": "Enterprise Client Executive", "Job Summary": "We are seeking an experienced Enterprise Client Executive to join our North American Customer and Market Experience (CME) team. As a key member of our sales team, you will be responsible for growing revenue, bookings, and relationships with current and prospective utility clients throughout North...

  • Enterprise Client Executive

    2 weeks ago

    Liberty Lake, Washington, United States Itron Full time

    Job Title: Enterprise Client ExecutiveAt Itron, we're committed to making a positive impact on the world by providing innovative solutions for the utility industry. As an Enterprise Client Executive, you'll play a critical role in driving revenue growth, bookings, and customer satisfaction across North America.Key Responsibilities:Develop and maintain...

  • Customer Service Representative

    2 weeks ago

    Liberty Lake, Washington, United States West Coast Self-Storage Full time

    Job SummaryWest Coast Self-Storage Group is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative/Assistant Property Manager. This role is ideal for those with retail sales and customer service experience looking to grow within our career path.Key Responsibilities:Provide exceptional customer...

  • Business Development Representative

    2 weeks ago

    Liberty Lake, Washington, United States F5 Full time

    Unlock Your Potential in Digital SalesAt F5, we're passionate about empowering organizations to create, secure, and run applications that enhance our digital world. As a Business Development Representative, you'll play a crucial role in establishing cutting-edge sales motions using AI, automation, digital marketing, and big data analytics.Key...

  • Business Development Representative

    2 weeks ago

    Liberty Lake, Washington, United States F5 Full time

    About F5F5 is a leading provider of digital transformation solutions, empowering organizations to create, secure, and run applications that enhance the digital experience. Our teams are passionate about cybersecurity, innovation, and customer success.Job DescriptionWe are seeking an entry-level Business Development Representative to join our Digital Sales...

  • Financial Services Director

    2 weeks ago

    Liberty Lake, Washington, United States Camping World Holdings, Inc. Full time

    Key Responsibilities:Camping World Holdings, Inc. is seeking a seasoned Finance & Insurance Manager to lead our retail finance operations. As a key member of our team, you will be responsible for developing and implementing strategies to drive sales growth and improve customer satisfaction.Key Skills:Proven experience in finance and insurance...

  • Enterprise Client Executive

    2 weeks ago

    Liberty Lake, Washington, United States Itron Full time

    Job Title: Enterprise Client ExecutiveThe work we do every day matters. At Itron, you'll tackle complex projects, enjoy challenging work, and help make a positive impact.As a member of the North American Customer and Market Experience (CME) team, the Enterprise Client Executive will help grow revenue, bookings, and relationships by selling Itron products and...

  • Commercial Relationship Manager II

    2 weeks ago

    Moses Lake, Washington, United States Banner Bank Full time

    At Banner Bank, we're committed to helping businesses and individuals reach their goals. As a Commercial Relationship Manager II, you'll play a key role in developing and managing relationships with business clients, providing a selection of services including commercial credits and treasury management services.Key Responsibilities:Develop and manage a...

  • Business Development Representative

    2 weeks ago

    Liberty Lake, Washington, United States F5 Full time

    Unlock Your Potential in Digital SalesAt F5, we're passionate about empowering organizations to create, secure, and run applications that enhance our digital world. As a Business Development Representative, you'll play a crucial role in establishing cutting-edge sales motions using AI, automation, digital marketing, and big data analytics.Key...

  • Sales Manager Assistant

    1 week ago

    Lake Forest Park, Washington, United States Service Corporation International Full time

    Job Summary:We are seeking a highly motivated and experienced Sales Assistant Manager to join our team at Service Corporation International. As a Sales Assistant Manager, you will be responsible for leading a team of sales representatives and driving revenue growth through effective sales strategies and techniques.Key Responsibilities:Lead a team of sales...

Treasury Management Sales Analyst

2 months ago

Liberty Lake, Washington, United States Umpqua Bank Full time
About the Role

The Treasury Management Sales Analyst is responsible for partnering with Treasury Management Sales Consultants to assist with Treasury Management sales-related activities within a Community & Business Banking, and/or Middle Market portfolio and in an assigned region.

Key Responsibilities
  • Prepare customized sales proposals, account schematics, and proformas.
  • Execute and manage treasury management service agreements and other client-facing sales-related documentation.
  • Collaborate with Treasury Management Sales Consultants, technical consultants, business partners, and relationship teams in the completion of Treasury Management Relationship Reviews, Working Capital Analysis, and Request for Proposals (RFPs).
  • Responsible for owning 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 approach 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 with your Treasury Management Sales Consultant.
  • Responsible for follow-up and resolution of problems; billing issues, assisting clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner teams to provide a prompt response.
  • Lead post-implementation client review process and report status to Treasury Management Sales Consultant and relationship team within days; deliver sales recommendations based on status.
  • Responsible for attending banker education with your Treasury Management Sales Consultant(s), and/or Ask the Expert Series, at least one meeting per quarter in the annual year.
  • Assist with annual re-pricing initiatives by partnering with the Treasury Management Sales Consultant and billing team to ensure existence of exception pricing for respective client accounts, and performing system inputs of approved and new exception pricing.
  • Lead and schedule team (POD) meetings with your assigned Treasury Management Sales Consultant(s), Implementation Specialist(s), Technical Solutions Consultant, and Support Specialist(s) on a regular basis.
Requirements
  • Bachelor's degree in accounting, finance, or general business.
  • 2-4 years of experience in Treasury Management Sales, Sales Support, or other business-related experience.
  • 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 with the ability to effectively communicate with professionals at all levels.
  • Proven record of strong customer service skills, analytical skills, interpersonal and organization skills with ability to manage complex issues and use good judgment in decision making.
  • Proficiency in PowerPoint, Excel, Word, Microsoft Outlook, Virtual Technology Tools, and strong analytical and quantitative skills.
  • Demonstrated interest/ambition to develop into an individual sales contributor.
  • Possess time management, organizational, and problem-solving skills with proven ability to multitask and meet deadlines in a fast-paced environment.
About Umpqua Bank

Umpqua Bank is a leading western-based regional bank with over $50B in assets under management. We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $35.00, 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. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. 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.

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.