PMI Sales Analyst

Usbank; Milwaukee (WI); On-site; USD 86,000 - 105,000; Full time

Job summary

U.S. Bank in Milwaukee seeks a PMI Sales Analyst to guide Treasury Management customers through pricing, deal development, and strategic support for complex corporate relationships.

The role backs Payment Sales Consultants, analyzes pricing requests, prepares RFP content, and helps manage client data and the deal lifecycle with cross-functional teams. Strong communication, analytical thinking, and knowledge of Treasury Management products are essential to identify opportunities and drive revenue

Qualifications

• Bachelor's degree or equivalent work experience.
• Two or more years of relevant experience.
• Proficiency with Treasury Management products and systems.
• Excellent communication and written presentation skills.

Responsibilities

• Analyze pricing and RFP content in collaboration with the deal team.
• Support PSCs in revenue-generating activities and client engagement.
• Manage deal data and pipeline in sales tools.
• Assist in pre-sale activities and documentation for implementation.
• Identify revenue opportunities and cross-sell Treasury Management products.

Skills

Treasury Management

Critical thinking

Negotiation

Problem solving

Decision making

Communication

Presentation skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

This role has multiple levels, open to candidates with 2+ years of relative experience. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted.

The PMI Sales Analyst (SA) is a key contact for Treasury Management customers. As an SA for complex corporate account relationships, they serve as the primary back-up to Payment Sales Consultants (PSCs) and assist with the selling of treasury management solutions and the management of the overall sales process. The SA is responsible to ensure that optimal levels of services are made available. Assisting PSC's in revenue-generating activities and providing primary client support through direct personal contact with customers is expected.

• Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output.
• Manage all pricing functions and new pricing requests. Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings.
• Assist TMC in reviewing, participating and providing feedback in documenting the strategy and preparation of RFP/proposal content, review and coordination of client responses.
• Facilitate and manage deal development process by collecting, inputting and monitoring client data through the deal team life cycle.
• Create and update pipeline opportunities in sales tool. Assist TMC ramping opportunities by maintaining current and accurate client information.
• Gathers necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and services.
• Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends.
• In collaboration with the TMC, participate in driving new sales opportunities by identifying client needs and cross-selling Treasury Management products and services. Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services.
• May participate in Working Capital customer engagement and creation of client materials.
• Appropriately initiates actions necessary to meet client needs without explicit management direction or guidance. Uses good judgment in determining when management involvement is required.
• Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development.
• Participate in key relationship reviews when applicable.
• Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.
• Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• Two or more years of relevant experience

Preferred Skills

• Demonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer use.
• Excellent professional communication and written presentation skills.
• Strong critical thinking, negotiation, problem solving and decision-making skills.
• Ability to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision.
• High level of technological ability, especially Microsoft Office applications.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,310.00 - 105,490.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.