PMI Sales Analyst

U.S. Bank; Sacramento (CA); On-site; USD 86,000 - 105,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank Sacramento area is hiring a Treasury Management Sales Analyst to assess customer needs, manage pricing, and support RFP content. You will help drive deal development and maintain client data across the deal lifecycle.

The role requires a Bachelor's degree and 2+ years of relevant experience, with strong communication, analytical, and MS Office skills to identify revenue opportunities and collaborate with Treasury Management teams on cross-sell strategies.

Qualifications

• Bachelor's degree or equivalent work experience.
• Two or more years of relevant experience.
• Proficiency with Treasury Management products and systems.
• Excellent written and verbal communication.
• Strong analytical, negotiation, problem-solving and decision-making skills.
• Ability to manage multiple requests and deadlines with limited supervision.
• High level of technical ability with Microsoft Office.

Responsibilities

• Analyze resources to understand complex customer needs and outputs.
• Manage pricing functions and new pricing requests with detailed analysis.
• Assist in reviewing and documenting RFP content and client responses.
• Facilitate deal development by collecting and monitoring client data.
• Create and update pipeline opportunities in the sales tool.
• Prepare documentation for pre-sale activities and implementations.
• Identify revenue opportunities by analyzing data for future trends.
• Collaborate to drive new sales and cross-sell Treasury Management products.
• Participate in Working Capital engagement and client materials.
• Initiate actions to meet client needs with sound judgment.
• Provide feedback to Sales, Product and Operations on products and gaps.
• Participate in relationship reviews and adhere to ethics and AML policies.

Skills

Treasury Management products

Professional communication

Critical thinking

Multi-tasking

Microsoft Office

Education

Bachelor's degree

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.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Job Description

• 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

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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.

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.

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.