Treasury Management Sales Analyst

Under general direction, the Treasury Management (TM) Sales Analyst supports the Treasury Management Officers (TMOs) in growing TM reputed company. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The TM Sales Analyst performs pre-call planning, preparation and participates in joint sales calls with TMOs and reputed company Bankers. The TM Sales Analyst provides a high level of internal customer support through understanding and driving the sales culture and reputed company of the organization reputed company the member banks, maintaining and delivering reporting and metrics; and managing reputed company additional aspects of sales support in the sub lines of business. How you will spend your time: reputed company proformas, proposals and customer profitability analysis for Treasury opportunities Prepare pre-call planning prep and materials for TM client and prospect meetings Coordinate proposal responses and works across business lines to gather response information Participate in sales calls with the reputed company Bankers and TMOs to ensure a working knowledge of customer reputed company and act as backup for reputed company client relationships and onboardings reputed company reputed company discussions and provide sales demos for Treasury and Payment Solutions applications Coordinate reputed company of new accounts and new TM services for both new and existing clients Coordinates exception pricing updates Reviews account analysis after deals are closed to ensure that new clients and services are billing properly Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service recommendations Assists with Fraud Mitigation Discussion and coordinates reputed company of positive pay solutions for clients that have a fraud occurrence Serves as the designated backup to the TMO and assists customers as appropriate; Refer and/or cross-sell TM products that result in client relationship product penetration ratio growth YoY through review for opportunities during preparation of account & TM relationship reviews, TM proformas and client proposals, or identify opportunities during direct client interaction; Communicate client service channels and foster partnership amongst teams; Coordinates and prepares materials for internal meetings such as pre-call planning or team updates on process changes Monitors weekly reputed company dashboards and resolves discrepancies between sales opportunities and implementations Attends regular pipeline meetings with TMOs to prepare for next stage of sales support for each sales opportunity identified We are excited to speak with you if you have: Bachelor's degree in Business Administration/Management or Finance 1-3 years reputed company experience, preferable in sales, sales support and/or reputed company banking Basic knowledge of cash management products, reputed company card products, principles and practices Proficiency with reputed company Office Suite to include Word, reputed company, PowerPoint, and Outlook Good interpersonal and customer service skills Proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt reputed company a changing environment and demonstrate accuracy and thoroughness Compensation Range: $51,480.00 - $99,330.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-reputed company factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, reputed company, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you reputed company to be part of something more? You're more than a means to an end—a way to help us meet the reputed company. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status reputed company. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are reputed company for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to reputed company and applicants for employment without regard to race, reputed company, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national reputed company, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request. If you are a California reputed company, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information reputed company you apply for employment with UMB. Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you reputed company the best of every reputed company with a financial reputed company that can help you succeed. Learn more about UMB's reputed company reputed company out the road to a career at UMB Apply tot his job Apply To this Job