Treasury Management Sales Analyst

Umpqua Bank is seeking a Treasury Management Sales Analyst to support Treasury Management Sales Consultants in Seattle, WA, and other locations. The role involves preparing sales proposals, managing client documentation, overseeing implementations, and cross-selling treasury solutions. The candidate will collaborate with various teams and ensure compliance with bank regulations while fostering a culture of teamwork and relationship banking.
Treasury Management Sales Analyst

Corporate Treasury

Bellevue,Washington

Salem,Oregon

Seattle,Washington

Walnut Creek,California

Tacoma,Washington

Hillsboro,Oregon

Description

About Us:

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

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 ofproblems;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.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• 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 "Business Bank of Choice"
• 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.

Job Location(s): Ability to work fully onsite at posted location(s).

Seattle, WA, Bellevue, WA, Tacoma, WA, Hillsboro, OR, Salem, ORorWalnut Creek, CA

Our Benefits:

We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is$28.00 - $40.00,and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible 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 isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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 onlyintendedfor individuals seekingemploymentat 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 resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.