Sales Operations Support Analyst

U.S. Bank; Gresham (OR); Hybrid; USD 76,000 - 89,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Sales Operations Support Analyst to support the Business Banking Segment, focusing on the Sales Validation Process and incentive calculations.

You will research inquiries across Salesforce, nCino, and Digital Tools, supporting deposit operations for interest rate exceptions and bonus research. The role offers a hybrid schedule with in-office days three or more per week.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Typically three to five years of related experience.
• Proficiency in Salesforce and/or nCino CRM.
• Experience with Hogan and Fusion.
• Working knowledge of Power BI to present data clearly.
• Excel skills (e.g., VLOOKUP).
• Help desk support experience and translating technical concepts for bankers.

Responsibilities

• Provide support to assigned business lines within the Business Banking Segment.
• Conduct research and analysis to assist bankers throughout the sales life cycle.
• Communicate complex operational functions in an accessible way.
• Address escalations and collaborate to resolve issues and defects.
• Facilitate communications across the segment and manage queue processing.

Skills

Strong communication skills

Excellent analytical and problem-solv

Ability to work independently

Understanding of sales operations

Education

Bachelor’s degree or equivalent work experience

Tools

Salesforce

nCino CRM

Power BI

Excel

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

We are seeking a dedicated Sales Operations Support Analyst to provide comprehensive support to business lines within the Business Banking Segment. This role is within the larger Business Segment Enablement and Productivity Teams and mainly involves conducting research and analysis related to the Sales Validation Process for production and incentive calculations, as well as supporting the implementation of new or revised banking products or services.

This role will also be responsible for supporting Business Segment bankers through researching and resolving inquiries across various Sales Enablement support functions including platforms such as Salesforce and nCino, and Digital Tools such as Virtual Document Signing, Seismic, Document Exchange, Appointment Scheduling, and more. The role will also support functions within the Deposit Operations department related to interest rate exception requests and customer bonus research.

The Sales Operations Support Analyst will:

• Provide support to assigned business lines or functional areas within the Business Banking Segment.
• Conduct research and analysis to assist bankers throughout the sales life cycle.
• Enable effective communication of technical or complex operational functions to bankers in an accessible and actionable manner.
• Addressing escalations and collaborating with partners to resolve issues and defects with processes identified through inquiries
• Facilitating communications across the segment
• Managing queue processing

Basic Qualifications

• Bachelor’s degree, or equivalent work experience
• Typically three to five years of related experience

Preferred Skills/Experience

• Proficiency in Salesforce and/or nCino CRM
• Experience with Hogan and Fusion
• Prior Banking product or sales support experience
• Working knowledge of Power BI or other data visualization tools to present sales and operational data in a clear, actionable format
• Strong understanding of sales, operations, and support functions
• Excellent analytical and problem-solving skills
• Ability to work independently and exercise discernment in making judgment calls, as well as interacting with partners to resolve outstanding sales operations issues
• Working knowledge of performance reporting
• Strong communication skills, both written and verbal
• Experience in data analysis including proficiency in Excel (e.g., VLOOKUP)
• Help desk support experience with the ability to translate technical or complex operational functions to bankers in an accessible and actionable way
• Ability to identify and resolve exceptions
• Comfortable with technology changes and enthusiastic about championing new ways of working for bankers

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

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 (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: $75,905.00 - $89,300.00

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.