Treasury Management Sales Associate II: Client Solutions

Usbank; Walnut Creek (CA); On-site; USD 89,687,000 - 119,573,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Treasury Management Sales Associate to support revenue‑generating activities and collaborate with TMPC on implementing treasury management services for business customers. This role emphasizes helping clients implement new banking services and expanding relationships through tailored solutions.

Ideal candidates have a bachelor’s degree or equivalent, 1–3 years in banking or customer service, and strong communication skills. The position requires working from a U.S.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years of relevant banking or customer service experience.
• Ability to work from a U.S. Bank location 3+ days per week.

Responsibilities

• Assist customers with implementation documentation to ensure a smooth implementation of new banking services.
• Identify opportunities to deepen existing customer relationships by offering solutions.
• Understand customer needs and deliver professional customer service.
• Collaborate with TMPC and other groups to build credibility and trust.
• May accompany TMPC virtually on customer calls.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Treasury Management Sales Associate to support revenue‑generating activities and collaborate with TMPC on implementing treasury management services for business customers. This role emphasizes helping clients implement new banking services and expanding relationships through tailored solutions.

Ideal candidates have a bachelor’s degree or equivalent, 1–3 years in banking or customer service, and strong communication skills. The position requires working from a U.S.