Treasury Management Sales Analyst

Overview

Under general direction, the Treasury Management (TM) Sales Analyst supports the Treasury Management Officers (TMOs) in growing TM revenue. 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 Commercial Bankers. The TM Sales Analyst provides a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business.

Responsibilities

Develop 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 Commercial Bankers and TMOs to ensure a working knowledge of customer base and act as backup for complex client relationships and onboardings

Lead onboarding discussions and provide sales demos for Treasury and Payment Solutions applications

Coordinate Onboarding of new accounts and new TM services for both new and existing clients

Coordinate exception pricing updates

Review account analysis after deals are closed to ensure that new clients and services are billing properly

Create comprehensive Relationship Reviews including account structure, industry updates, and product / service recommendations

Assist with Fraud Mitigation Discussion and coordinate onboarding of positive pay solutions for clients that have a fraud occurrence

Serve as the designated backup to the TMO and assist 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; coordinate and prepare materials for internal meetings such as pre‑call planning or team updates on process changes

Monitor weekly Salesforce dashboards and resolve discrepancies between sales opportunities and implementations

Attend regular pipeline meetings with TMOs to prepare for next stage of sales support for each sales opportunity identified

Qualifications

Bachelor's degree in Business Administration / Management or Finance

1‑3 years related experience, preferable in sales, sales support and / or commercial banking

Basic knowledge of cash management products, commercial card products, principles and practices

Proficiency with Microsoft Office Suite to include Word, Excel, PowerPoint, and Outlook

Good interpersonal and customer service skills

Proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment and demonstrate accuracy and thoroughness

Compensation

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‑related 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.

Benefits

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, vision, 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.

EEO Statement

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, 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 talentacquisition@umb.com to let us know the nature of your request.

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