Treasury Management Sales Analyst - Umpqua Bank
Portland, OR
About the Job
Treasury Management Sales Analyst
Corporate Treasury
Portland,
Oregon
San Diego,
California
San Diego,
California
Tacoma,
Washington
Lakewood,
Washington
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 and in an assigned region.
+ Prepare customized sales proposals, account schematics and proformas. Execute and manage treasury management service agreement, and other client-facing sales related documentation to promote the sale. 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).
+ 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; ensure that the implementation and delivery of solution is completed within agreed upon timeframes and within our service level agreements (SLAs).
+ 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 TMC.
+ 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 TMC and relationship team within 30-60-90 days; deliver sales recommendations based on status.
+ Responsible for attending banker education with your TMC(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 TMC, 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 TMC(s), Implementation Specialist(s), Technical Solutions Consultant, and Support Specialist(s) on a regular basis.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities –
+ knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation
+ E, Bank Security and other regulations as applicable to this job description.
+ Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "The World's Greatest Bank."
+ May perform other duties as assigned.
About You:
+ H.S. Diploma/GED
+ Bachelor’s degree in accounting, Finance or general business. Preferred.
+ 2-4 yearsof 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 professional verbal and written communication skills with the ability to effectively communicate with professionals at all levels; adequately knows how to assemble internal teams and resources.
+ Proven record of strong customer service skills, analytical skills, interpersonal and organization skills with ability to manage complex issues and use good judgement 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.
Workstyle: Fully onsite
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $25.00 - $40.00, 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.
Our Commitment to Diversity:
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. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and anysuch submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Corporate Treasury
Portland,
Oregon
San Diego,
California
San Diego,
California
Tacoma,
Washington
Lakewood,
Washington
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 and in an assigned region.
+ Prepare customized sales proposals, account schematics and proformas. Execute and manage treasury management service agreement, and other client-facing sales related documentation to promote the sale. 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).
+ 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; ensure that the implementation and delivery of solution is completed within agreed upon timeframes and within our service level agreements (SLAs).
+ 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 TMC.
+ 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 TMC and relationship team within 30-60-90 days; deliver sales recommendations based on status.
+ Responsible for attending banker education with your TMC(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 TMC, 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 TMC(s), Implementation Specialist(s), Technical Solutions Consultant, and Support Specialist(s) on a regular basis.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities –
+ knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation
+ E, Bank Security and other regulations as applicable to this job description.
+ Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "The World's Greatest Bank."
+ May perform other duties as assigned.
About You:
+ H.S. Diploma/GED
+ Bachelor’s degree in accounting, Finance or general business. Preferred.
+ 2-4 yearsof 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 professional verbal and written communication skills with the ability to effectively communicate with professionals at all levels; adequately knows how to assemble internal teams and resources.
+ Proven record of strong customer service skills, analytical skills, interpersonal and organization skills with ability to manage complex issues and use good judgement 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.
Workstyle: Fully onsite
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $25.00 - $40.00, 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.
Our Commitment to Diversity:
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. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and anysuch submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Source : Umpqua Bank
