Treasury Management Sales Analyst

Umpqua Bank; Seattle (WA); On-site; USD 100,000 - 125,000; Full time

Job summary

A leading financial institution is seeking a Treasury Management Sales Analyst to support sales activities within community and business banking. The ideal candidate will have strong knowledge in treasury management processes, excellent customer service, and communication skills. This role requires 2-4 years of relevant experience and offers competitive compensation and benefits.

Benefits

Competitive total rewards

Healthcare benefits

401(k)

Paid time off

Access to discounts

Qualifications

• 2-4 years of experience in Treasury Management sales/support or related business experience.
• Interest in developing into a sales contributor.

Responsibilities

• Prepare customized sales proposals, account schematics, and proformas.
• Collaborate with TMCs and technical consultants.
• Own post-sale activities including implementation and CRM input.
• Identify cross-sell opportunities using needs analysis.
• Follow up on sales referrals and assist clients.

Skills

Strong knowledge of treasury management processes

Excellent communication skills

Customer service skills

Analytical skills

Organizational skills

Time management skills

Problem-solving skills

Education

H.S. Diploma/GED

Bachelor’s in accounting, finance, or business

Tools

PowerPoint

Excel

Word

Outlook

Virtual tools

Job description

Treasury Management Sales Analyst

Corporate Treasury

Locations: Portland, Oregon; Bellevue, Washington; Los Angeles, California; Sacramento, California; Salem, Oregon; Seattle, Washington; Walnut Creek, California; Tacoma, Washington; Hillsboro, Oregon; Phoenix, Arizona; Denver, Colorado.

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 associates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. We seek 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) partners with Treasury Management Sales Consultants (TMC) to support sales activities within community, business banking, and middle market portfolios in assigned regions.

• Prepare customized sales proposals, account schematics, and proformas. Manage treasury management service agreements and related documentation to promote sales.
• Collaborate with TMCs, technical consultants, and relationship teams on reviews, analyses, and RFPs.
• Own post-sale activities including implementation, CRM input, and ensuring solutions are delivered within timeframes and SLAs.
• Identify cross-sell opportunities using needs analysis and bank lead technology.
• Follow up on sales referrals, resolve problems, and assist clients navigating the bank.
• Lead post-implementation reviews and report status within 30-90 days, providing sales recommendations.
• Participate in banker education and other team meetings regularly.
• Assist with annual re-pricing initiatives and system inputs for exception pricing.
• Schedule and lead team meetings with TMCs, specialists, and support staff.
• Ensure compliance with all bank regulations and policies, keeping up-to-date on regulatory changes.
• May coach or train others and demonstrate Umpqua’s corporate culture.
• Embrace our vision to become “Business Bank of Choice”.
• Perform other duties as assigned.

  About You:

  • H.S. Diploma/GED required; Bachelor’s in accounting, finance, or business preferred.
  • 2-4 years of experience in Treasury Management sales/support or related business experience required.
  • Strong knowledge of treasury management processes, products, and related regulations.
  • Excellent communication, customer service, analytical, and organizational skills.
  • Proficiency in PowerPoint, Excel, Word, Outlook, and virtual tools.
  • Interest in developing into a sales contributor.
  • Strong time management and problem-solving skills.

  Job Location:

  Ability to work fully onsite at listed locations: Seattle, WA; Bellevue, WA; Tacoma, WA; Hillsboro, OR; Salem, OR; Phoenix, AZ; Denver, CO; Los Angeles, CA; Sacramento, CA; Walnut Creek, CA.

  Benefits:

  Competitive total rewards including base wages ($28-$40/hr), benefits, healthcare, 401(k), and more. Compensation depends on experience, knowledge, and location. Eligible associates also receive various insurance and wellness benefits, paid time off, and access to discounts.

  Diversity Commitment:

  Umpqua Bank is an equal opportunity employer committed to a diverse workforce. We consider all qualified applicants without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, veteran status, disability, or other protected characteristics. Accommodations available upon request via email.

  Note for Agencies:

  We do not accept unsolicited resumes from staffing or recruiting agencies and are not responsible for fees related to such submissions. Only direct applications from candidates are considered.