Treasury Management Sales Associate 2

Us Bank; San Jose (CA); On-site; USD 43,000 - 57,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Sick leave

Holiday opportunities

Job summary

U.S. Bank is seeking a Treasury Management Sales Associate to support TMPC revenue activities and oversee treasury services implementations for business customers. You will assist with documentation, identify relationships, and collaborate across teams to ensure smooth delivery.

The role requires a Bachelor's degree or equivalent and 1–3 years in banking or customer service, with on-site work at a U.S. Bank location three or more days per week.

Qualifications

• Bachelor's degree or equivalent work experience.
• 1–3 years of relevant banking or customer service experience.

Responsibilities

• Assist with implementation documentation for treasury services.
• Identify opportunities to deepen customer relationships with solutions.
• Understand customer needs and provide professional service.
• Coordinate with TMPC and others to ensure smooth implementation.
• Support calls with TMPC virtually when needed.

Skills

Treasury basics

Customer service

Communication

Problem solving

MS Office

Education

Bachelor's degree or equivalent

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

U.S. Bank is currently seeking a strong candidate to join our team of professionals as a Treasury Management Sales Associate (TMSA). TMSA will assist the Treasury Management & Payments Consultants (TMPC) in revenue generating activities and collaborate with Treasury Management Implementation to oversee facilitation of implementing treasury management services for business banking customers.

General responsibilities

• Assist customers with implementation documentation to ensure a smooth implementation of new banking services.
• Identifying opportunities to deepen existing customer relationships by offering solutions to meet identified needs.
• Clearly understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems and general inquiries.
• Work completed in a neat, efficient and accurate manner. Volume of work produced meets expectations. Plans, organizes and prioritizes work to meet deadlines.
• Fosters collaboration with other groups by building credibility and trust.
• May accompany TMPC virtually on customer calls.

Basic Qualifications

• Bachelor's degree or equivalent work experience
• One to three years of relevant experience, preferably in banking and/or customer service

Preferred Skills/Experience

• Basic knowledge of treasury management products
• Ability to identify and resolve/escalate problems with minimal guidance
• Strong professional verbal and written communication skills
• Strong customer service skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Existing knowledge of U.S. Bank platforms a plus

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

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.

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.

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.

Pay Range: $31.30 - $41.73

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.